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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
201
Washington Trust Bank
Washington
$5K +$5.05K +96 New
CFD
202
Creative Financial Designs
Indiana
$4K – – –
PSW
203
Portfolio Strategies (Washington)
Washington
$4K +$684 +13 +19%
NC
204
NewSquare Capital
Pennsylvania
$4K +$4.42K +84 New
CFA
205
Carroll Financial Associates
North Carolina
$4K +$4.74K +90 New
CPA
206
Clear Perspective Advisors
Illinois
$3K -$15.8K -300 -83%
MPPLM
207
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3K +$2.74K +52 New
VFA
208
Valeo Financial Advisors
Indiana
$3K +$2.74K +52 New
AWMS
209
Advocacy Wealth Management Services
Georgia
$3K +$3.21K +61 New
JCM
210
Jacobi Capital Management
Pennsylvania
$2K – – –
GEA
211
Glen Eagle Advisors
New Jersey
$1.36K +$1.37K +26 New
TCM
212
Tradewinds Capital Management
Washington
$1K +$1.21K +23 New
ICOA
213
Investment Centers of America
North Dakota
– -$10.9M -207,331 Closed
TAT
214
TD Ameritrade Trust
Colorado
– -$2.17M -41,139 Closed
WI
215
WBI Investments
New Jersey
– -$1.04M -19,750 Closed
FTUS
216
Flow Traders U.S.
New York
– -$757K -14,342 Closed
CA
217
Continuum Advisory
Idaho
– -$203K -3,848 Closed
BF
218
BOK Financial
Oklahoma
– -$27K -506 Closed
AIM
219
Advantage Investment Management
Iowa
– -$3K -65 Closed
RFM
220
Royal Fund Management
Florida
– -$1K -30 Closed
CA
221
Calton & Associates
Florida
– +$684 +13 New
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