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Vanguard Long-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UFPG
251
United Financial Planning Group
New York
$344K +$46.2K +674 +16%
LNWTC
252
Laird Norton Wetherby Trust Company
Washington
$343K – – –
GWP
253
Gateway Wealth Partners
Wisconsin
$343K -$321K -4,681 -49%
BIG
254
Brookwood Investment Group
Arizona
$340K +$8.44K +123 +3%
CPG
255
Cornerstone Planning Group
New Jersey
$340K +$23.6K +344 +7%
IWMO
256
Integrated Wealth Management (Ohio)
Ohio
$339K -$78.1K -1,139 -19%
WB
257
Webster Bank
Connecticut
$339K +$337K +4,915 New
FIA
258
Foundations Investment Advisors
Arizona
$335K -$41.6K -606 -11%
SEP
259
Southland Equity Partners
Missouri
$330K -$53.6K -782 -14%
Koshinski Asset Management
260
Koshinski Asset Management
Illinois
$322K -$36.8K -536 -10%
CA
261
CGN Advisors
Kansas
$319K +$6.72K +98 +2%
SWM
262
Shepherd Wealth Management
Ohio
$313K +$48.6K +709 +21%
CD
263
Chapin Davis
Maryland
$310K +$4.8K +70 +2%
BPA
264
Beacon Pointe Advisors
California
$310K -$90.4K -1,318 -23%
HIM
265
Hanlon Investment Management
New Jersey
$310K -$9.05K -132 -3%
EMAM
266
Encompass More Asset Management
California
$309K +$307K +4,477 New
PA
267
PFG Advisors
Arizona
$297K +$85.7K +1,249 +41%
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
$291K -$3.65M -53,163 -93%
PA
269
Parallel Advisors
California
$291K – – –
APFP
270
Action Point Financial Planning
Michigan
$287K +$286K +4,167 New
RFP
271
RCS Financial Planning
Maryland
$277K +$2.54K +37 +0.9%
DT
272
Diversified Trust
Tennessee
$276K – – –
GRP
273
Global Retirement Partners
California
$268K +$267K +3,889 New
WA
274
Westfuller Advisors
New York
$267K +$11.6K +169 +5%
TW
275
Tempo Wealth
Ohio
$265K -$178K -2,598 -40%