We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
Luminvest Wealth Management
Arizona
$593K -$13.2K -189 -2%
TFP
227
TrueWealth Financial Partners
Washington
$570K +$579K +8,289 New
GFPC
228
Global Financial Private Client
Florida
$559K +$2.93K +42 +0.5%
SI
229
Stephens Inc
Arkansas
$555K +$563K +8,065 New
KMWM
230
Keudell/Morrison Wealth Management
Oregon
$544K -$3.7K -53 -0.7%
MWM
231
Mascagni Wealth Management
Mississippi
$519K -$29.2K -418 -5%
GWMR
232
GC Wealth Management RIA
Massachusetts
$491K +$14K +201 +3%
APWM
233
Argonautica Private Wealth Management
Massachusetts
$480K +$199K +2,846 +69%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$478K +$485K +6,947 New
Creative Planning
235
Creative Planning
Kansas
$464K +$212K +3,043 +82%
PFG
236
Pacific Financial Group
Washington
$456K +$15.6K +224 +3%
SPWM
237
Smith Partners Wealth Management
North Carolina
$453K -$133K -1,903 -22%
GFWA
238
Grey Fox Wealth Advisors
Delaware
$446K -$5.48M -78,427 -92%
WI
239
Westbourne Investments
Virginia
$444K +$70K +1,003 +18%
TW
240
Tempo Wealth
Ohio
$443K +$450K +6,441 New
JSA
241
Jim Saulnier & Associates
Colorado
$428K +$12K +172 +3%
SW
242
SlateStone Wealth
Florida
$426K -$52.4K -750 -11%
I
243
INVST
Indiana
$423K -$1.96K -28 -0.5%
SAW
244
Signal Advisors Wealth
Michigan
$423K -$211K -3,026 -33%
IWMO
245
Integrated Wealth Management (Ohio)
Ohio
$417K -$1.54K -22 -0.4%
National Bank of Canada
246
National Bank of Canada
Quebec, Canada
$402K -$11.5K -165 -3%
SFGP
247
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$402K -$24.1K -345 -6%
FFWA
248
Forthright Family Wealth Advisory
Texas
$401K +$387K +5,541 New
BPA
249
Beacon Pointe Advisors
California
$400K -$19.1K -274 -5%
MWM
250
Maripau Wealth Management
Indiana
$398K -$2.09K -30 -0.5%