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Vanguard Long-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
151
Wedbush Securities
California
$469K -$413 -4 -0.1%
BFO
152
Boston Family Office
Massachusetts
$440K +$24.6K +238 +6%
IWC
153
Integrated Wealth Concepts
Massachusetts
$436K -$7.24K -70 -2%
Creative Planning
154
Creative Planning
Kansas
$427K +$23.5K +227 +6%
KPWS
155
Kestra Private Wealth Services
Texas
$421K +$31.5K +305 +8%
CIBC World Market
156
CIBC World Market
Ontario, Canada
$420K -$149K -1,440 -26%
SB
157
Strategic Blueprint
Georgia
$403K -$30.2K -292 -7%
WIA
158
World Investment Advisors
California
$403K +$64K +619 +17%
UB
159
UMB Bank
Missouri
$393K +$395K +3,819 New
SAS
160
SMI Advisory Services
Indiana
$381K +$383K +3,706 New
TFS
161
Thoroughbred Financial Services
Tennessee
$371K +$149K +1,439 +66%
Wealthfront Advisers
162
Wealthfront Advisers
California
$362K +$364K +3,519 New
GC
163
Gilbert & Cook
Iowa
$360K -$32.1K -311 -8%
SWM
164
Spire Wealth Management
Virginia
$346K -$14.6K -141 -4%
FWM
165
Fingerlakes Wealth Management
New York
$342K +$376K +3,637 New
SCA
166
Snowden Capital Advisors
New York
$340K -$39.3K -380 -10%
CAWM
167
Capital Advisors Wealth Management
Washington
$336K +$77.4K +749 +30%
OWA
168
Outlook Wealth Advisors
Texas
$325K -$285K -2,759 -47%
HNB
169
Huntington National Bank
Ohio
$325K -$276K -2,670 Closed
BRWM
170
B. Riley Wealth Management
Tennessee
$321K -$29.5K -285 -8%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$319K -$85.5K -827 -21%
GM
172
GeoWealth Management
Illinois
$317K -$1.79M -17,364 -85%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$313K +$49.3K +477 +19%
WDC
174
Woodward Diversified Capital
California
$296K +$298K +2,880 New
HI
175
Harbour Investments
Wisconsin
$293K -$299K -2,889 -50%