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Vanguard Long-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
176
Optimum Investment Advisors
Illinois
$341K -$53K -476 -13%
Creative Planning
177
Creative Planning
Kansas
$330K -$5.12K -46 -2%
CH
178
Canton Hathaway
Rhode Island
$327K
UFA
179
US Financial Advisors
Massachusetts
$325K +$330K +2,968 New
APA
180
American Portfolios Advisors
New York
$304K -$12.8K -115 -4%
TNB
181
TCF National Bank
South Dakota
$293K +$6.12K +55 +2%
TF
182
Trek Financial
Arizona
$288K +$1.11K +10 +0.4%
CFA
183
Cahill Financial Advisors
Minnesota
$282K +$286K +2,572 New
BS
184
Boenning & Scattergood
Pennsylvania
$266K +$50K +449 +23%
HB
185
Homrich & Berg
Georgia
$265K +$65K +584 +32%
Fidelity Investments
186
Fidelity Investments
Massachusetts
$252K +$55.9K +502 +28%
LFA
187
Lighthouse Financial Advisors
Maryland
$250K -$22.5K -202 -8%
CBA
188
Coastal Bridge Advisors
Connecticut
$246K
NAG
189
Northstar Advisory Group
New Jersey
$245K +$249K +2,235 New
BOM
190
Bank of Marin
California
$244K +$247K +2,221 New
SL
191
SWMG LLC
Texas
$242K +$253K +2,270 New
BFA
192
Bluestem Financial Advisors
Illinois
$240K +$8.46K +76 +4%
PIC
193
Platt Investment Counsel
Florida
$237K +$240K +2,160 New
KPWS
194
Kestra Private Wealth Services
Texas
$235K +$26.5K +238 +13%
KWM
195
Kingsview Wealth Management
Oregon
$232K -$3.9K -35 -2%
IAIM
196
International Assets Investment Management
Florida
$224K -$58K -521 -20%
MW
197
Marks Wealth
Maryland
$208K +$211K +1,895 New
PWM
198
Perigon Wealth Management
California
$200K +$203K +1,823 New
GRP
199
Global Retirement Partners
California
$187K +$13.5K +121 +8%
TWA
200
TCI Wealth Advisors
Arizona
$174K +$177K +1,590 New