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Vanguard Long-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$207K -$66K -802 -24%
RCM
177
Raleigh Capital Management
North Carolina
$196K -$49.5K -601 -20%
HNB
178
Huntington National Bank
Ohio
$183K
GM
179
GeoWealth Management
Illinois
$167K
OIA
180
Optimum Investment Advisors
Illinois
$149K +$7.08K +86 +5%
BHWM
181
Beaird Harris Wealth Management
Texas
$144K +$31K +377 +26%
FA
182
Fortis Advisors
Pennsylvania
$143K +$1.48K +18 +1%
SWM
183
SeaCrest Wealth Management
New York
$143K +$148K +1,795 New
CAL
184
Capital Analysts LLC
Pennsylvania
$142K +$39.6K +481 +37%
IBOK
185
Independence Bank of Kentucky
Kentucky
$142K +$70.4K +855 +92%
APA
186
American Portfolios Advisors
New York
$138K -$19.5K -237 -12%
SWM
187
Selective Wealth Management
Virginia
$133K +$74.2K +902 +118%
GWMI
188
Guardian Wealth Management (Illinois)
Illinois
$131K +$1.32K +16 +1%
HI
189
Harbour Investments
Wisconsin
$129K +$133K +1,616 New
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$127K -$4.28K -52 -3%
COCM
191
Charter Oak Capital Management
New Hampshire
$97K +$11.4K +139 +13%
SPIA
192
Steward Partners Investment Advisory
New York
$66K -$1.98K -24 -3%
GLLW
193
Graves Light Lenhart Wealth
Virginia
$56K
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$55K +$8.23K +100 +17%
HWMA
195
Heritage Wealth Management (Arizona)
Arizona
$52.9K
Deutsche Bank
196
Deutsche Bank
Germany
$48K +$49.2K +598 New
MCC
197
Money Concepts Capital
Florida
$47K -$193K -2,350 -80%
William Blair & Company
198
William Blair & Company
Illinois
$46K +$24.7K +300 +110%
BAM
199
Baldrige Asset Management
Pennsylvania
$44K
FCA
200
FinTrust Capital Advisors
South Carolina
$43K -$68.1K -828 -61%