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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$3.3M -$214K -4,833 -6%
PS
177
Principal Securities
Iowa
$3.29M +$3.14M +70,933 New
RWIA
178
Roger Wittlin Investment Advisory
California
$3.2M +$37.6K +850 +1%
FGAM
179
Financial Gravity Asset Management
Texas
$3.17M +$3.02M +68,412 New
EAMA
180
EFG Asset Management (Americas)
Florida
$3.16M +$1.15M +26,077 +62%
EIC
181
Equity Investment Corp
Georgia
$3.13M +$2.98M +67,515 New
Mariner
182
Mariner
Kansas
$3.12M +$121K +2,737 +4%
SFA
183
Seneca Financial Advisors
New York
$3.09M +$907K +20,512 +45%
BBNA
184
Bremer Bank National Association
Minnesota
$3.03M +$429K +9,697 +17%
HP
185
Hilltop Partners
Indiana
$2.95M +$1.09M +24,748 +64%
FPCP
186
Fort Point Capital Partners
California
$2.95M +$288K +6,525 +11%
PFM
187
Phillips Financial Management
Indiana
$2.93M -$100K -2,265 -3%
CAM
188
Chandler Asset Management
California
$2.93M +$397K +8,975 +17%
PWM
189
Perigon Wealth Management
California
$2.83M +$905K +20,477 +51%
GC
190
Guggenheim Capital
Illinois
$2.76M +$577K +13,061 +28%
RWP
191
RWA Wealth Partners
Massachusetts
$2.76M -$7.15M -161,678 -73%
SRC
192
Sage Rhino Capital
California
$2.72M +$452K +10,226 +21%
BFA
193
Bragg Financial Advisors
North Carolina
$2.68M +$258K +5,833 +11%
BA
194
Bridge Advisory
California
$2.66M -$333K -7,538 -12%
LFP
195
Leeward Financial Partners
Washington
$2.66M +$94.9K +2,146 +4%
AWMNH
196
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.57M +$157K +3,541 +7%
FHA
197
First Horizon Advisors
Tennessee
$2.55M +$48.8K +1,103 +2%
FA
198
FDx Advisors
Illinois
$2.51M +$808K +18,268 +51%
IWA
199
IVC Wealth Advisors
Pennsylvania
$2.49M +$97.3K +2,202 +4%
SWM
200
Seed Wealth Management
Illinois
$2.49M +$1.6M +36,240 +205%
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