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Vanguard Long-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$509K +$265K +3,504 +112%
KA
152
Kovack Advisors
Florida
$505K +$11.7K +155 +2%
CF
153
Centaurus Financial
California
$499K +$338K +4,476 +219%
WHG
154
Westwood Holdings Group
Texas
$477K +$167K +2,207 +55%
SFS
155
Security Financial Services
Indiana
$455K +$7.56K +100 +2%
SWIG
156
Strategic Wealth Investment Group
Kentucky
$438K +$102K +1,350 +31%
MC
157
Montag & Caldwell
Georgia
$434K +$429K +5,669 New
SEP
158
Southland Equity Partners
Missouri
$433K +$151 +2 +0%
BFO
159
Boston Family Office
Massachusetts
$430K -$98.1K -1,298 -19%
TT
160
TI-Trust
Illinois
$416K -$1.28K -17 -0.3%
RFC
161
Regions Financial Corp
Alabama
$412K +$4.16K +55 +1%
KPWS
162
Kestra Private Wealth Services
Texas
$401K +$10.1K +134 +3%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$398K +$53.1K +703 +16%
CFAM
164
Center For Asset Management
Florida
$393K -$23.3K -308 -6%
IBOK
165
Independence Bank of Kentucky
Kentucky
$375K +$70.7K +935 +24%
JWCA
166
J.W. Cole Advisors
Florida
$374K -$42.6K -564 -10%
TGAM
167
TBH Global Asset Management
Tennessee
$360K +$355K +4,694 New
MGIA
168
Moneta Group Investment Advisors
Missouri
$359K -$14.7K -195 -4%
FIA
169
Foundations Investment Advisors
Arizona
$358K -$8.54K -113 -2%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$356K -$40.6K -537 -10%
GRP
171
Global Retirement Partners
California
$355K +$75.1K +994 +27%
TA
172
TrueWealth Advisors
Alabama
$352K -$10.6K -140 -3%
RPG
173
Resource Planning Group
Georgia
$351K +$20.2K +267 +6%
IWC
174
Integrated Wealth Concepts
Massachusetts
$337K +$20.6K +273 +7%
PTC
175
Private Trust Company
Ohio
$335K