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Vanguard Long-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PW
151
Peninsula Wealth
California
$312K +$318K +2,789 New
TF
152
Trek Financial
Arizona
$293K +$298K +2,620 New
TNB
153
TCF National Bank
South Dakota
$292K -$42.5K -373 -12%
IAIM
154
International Assets Investment Management
Florida
$287K +$46.9K +412 +19%
LFA
155
Lighthouse Financial Advisors
Maryland
$278K
SPIA
156
Steward Partners Investment Advisory
New York
$260K +$85.2K +748 +47%
CBA
157
Coastal Bridge Advisors
Connecticut
$251K
AIC
158
Ameritas Investment Company
Nebraska
$245K
KWM
159
Kingsview Wealth Management
Oregon
$240K -$49.3K -433 -17%
BFA
160
Bluestem Financial Advisors
Illinois
$236K -$2.73K -24 -1%
SBIA
161
Sheaff Brock Investment Advisors
Indiana
$225K +$229K +2,014 New
BS
162
Boenning & Scattergood
Pennsylvania
$221K +$225K +1,976 New
KPWS
163
Kestra Private Wealth Services
Texas
$213K +$217K +1,902 New
SWM
164
SeaCrest Wealth Management
New York
$210K -$12K -105 -5%
PA
165
PFG Advisors
Arizona
$210K +$217K +1,908 New
HB
166
Homrich & Berg
Georgia
$205K +$208K +1,829 New
SWP
167
Stratos Wealth Partners
Ohio
$205K +$209K +1,836 New
GAM
168
Gould Asset Management
California
$203K -$3.12M -27,409 -94%
FWM
169
Frontier Wealth Management
Missouri
$203K +$207K +1,814 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$201K -$1.25K -11 -0.6%
GRP
171
Global Retirement Partners
California
$177K +$16.7K +147 +10%
AF
172
Allworth Financial
California
$123K +$122K +1,071 +4,119%
LWM
173
Liberty Wealth Management
California
$119K +$7.29K +64 +6%
GWM
174
Geneos Wealth Management
Colorado
$85K +$7.74K +68 +10%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$80K