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Vanguard Long-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
176
Capital Advisors Wealth Management
Washington
$214K -$13K -130 -6%
RT
177
Rockland Trust
Massachusetts
$212K +$206K +2,062 New
MSFS
178
Main Street Financial Solutions
Pennsylvania
$211K -$167K -1,675 -45%
IFG
179
Independent Financial Group
California
$209K +$202K +2,025 New
KWM
180
Kingsview Wealth Management
Oregon
$207K -$54.4K -544 -21%
NAG
181
Northstar Advisory Group
New Jersey
$206K +$200K +2,000 New
PCG
182
Private Capital Group
Connecticut
$191K -$20.7K -207 -10%
FI
183
FormulaFolio Investments
Michigan
$191K -$15.2K -152 -8%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$177K -$23.9K -239 -12%
GRP
185
Global Retirement Partners
California
$174K -$3.8K -38 -2%
AWA
186
Arkadios Wealth Advisors
Georgia
$165K +$3.5K +35 +2%
APA
187
American Portfolios Advisors
New York
$164K -$99.8K -998 -38%
RDFA
188
Ritter Daniher Financial Advisory
Ohio
$147K +$143K +1,430 New
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$145K +$7.5K +75 +6%
LWM
190
Liberty Wealth Management
California
$142K +$6.6K +66 +5%
SPIA
191
Steward Partners Investment Advisory
New York
$122K -$379K -3,794 -76%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$121K -$126K -1,264 -52%
BAM
193
Belpointe Asset Management
Nevada
$106K +$103K +1,030 New
FGAM
194
Financial Gravity Asset Management
Texas
$103K +$27.3K +273 New
ASN
195
Advisory Services Network
Georgia
$96K +$93K +930 New
CAAS
196
Capital Asset Advisory Services
Michigan
$91K -$3K -30 -3%
JPLA
197
Joseph P. Lucia & Associates
New York
$90K
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$80K
GWM
199
Geneos Wealth Management
Colorado
$77K -$51.9K -519 -41%
IA
200
IFP Advisors
Florida
$75K -$34.9K -349 -32%