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Vanguard Long-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
376
Corient Private Wealth
Florida
-$524K -7,448 Closed
WHG
377
Westwood Holdings Group
Texas
-$404K -5,744 Closed
RFP
378
RCS Financial Planning
Maryland
-$403K -5,727 Closed
WJWM
379
Williams Jones Wealth Management
New York
-$356K -5,061 Closed
PG
380
Patten Group
Tennessee
-$276K -3,927 Closed
HF
381
HRT Financial
New York
-$275K -3,925 Closed
Cerity Partners
382
Cerity Partners
New York
-$258K -3,667 Closed
VC
383
Veery Capital
Delaware
-$255K -3,629 Closed
FIS
384
Fischer Investment Strategies
California
-$242K -3,441 Closed
KMWM
385
Keudell/Morrison Wealth Management
Oregon
-$217K -3,087 Closed
MC
386
Montag & Caldwell
Georgia
-$212K -3,019 Closed
OHWA
387
Oak Hill Wealth Advisors
Virginia
-$214K -2,906 Closed
WS
388
Wedbush Securities
California
-$204K -2,904 Closed
BTI
389
Blue Trust Inc
Georgia
-$167K -2,309 Closed
AIM
390
Anchor Investment Management
South Carolina
-$54.9K -781 Closed
BCWM
391
Bartlett & Co Wealth Management
Ohio
-$46K -654 Closed
CFFP
392
Center for Financial Planning
Michigan
-$42.2K -600 Closed
TF
393
Tompkins Financial
New York
-$38.1K -542 Closed
NFSG
394
Newbridge Financial Services Group
Florida
-$23.5K -335 Closed
JHCP
395
Jackson Hole Capital Partners
Oklahoma
-$23.3K -332 Closed
PP
396
PrairieView Partners
Minnesota
-$23K -328 Closed
RFA
397
Register Financial Advisors
Georgia
-$11K -156 Closed
TWC
398
TD Waterhouse Canada
Ontario, Canada
-$9.4K -136 Closed
PFSC
399
Peoples Financial Services Corp
Pennsylvania
-$8.79K -125 Closed
RIA
400
Realta Investment Advisors
Delaware
-$7.1K -101 Closed