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Vanguard Long-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Geneos Wealth Management
Colorado
$839K +$33.3K +467 +4%
BOM
177
Bank of Marin
California
$813K +$18.6K +261 +2%
SW
178
SlateStone Wealth
Florida
$800K +$834K +11,690 New
TC
179
TownSquare Capital
Utah
$799K -$282K -3,953 -25%
CS
180
Capital Square
Tennessee
$787K +$23.6K +331 +3%
CSB
181
City State Bank
Iowa
$774K +$63.2K +885 +8%
SC
182
Scotia Capital
Ontario, Canada
$766K -$56K -785 -7%
ATS
183
Ashton Thomas Securities
New York
$766K +$75.6K +1,059 +10%
RA
184
RFG Advisory
Alabama
$758K +$105K +1,469 +15%
DW30
185
Drucker Wealth 3.0
New Jersey
$755K -$277K -3,881 -26%
SAW
186
Signal Advisors Wealth
Michigan
$754K +$260K +3,641 +49%
SRA
187
Secured Retirement Advisors
Minnesota
$742K +$80.7K +1,131 +12%
PMA
188
Prudent Man Advisors
Illinois
$740K +$153K +2,147 +25%
CGPCS
189
Capital Group Private Client Services
California
$733K +$765K +10,718 New
CAL
190
Capital Analysts LLC
Pennsylvania
$732K +$58.1K +814 +8%
CIA
191
Capital Investment Advisors
Georgia
$705K -$43.9K -615 -6%
Prudential Financial
192
Prudential Financial
New Jersey
$704K -$5.83M -81,683 -89%
AAMC
193
Asset Allocation & Management Company
Illinois
$702K +$732K +10,260 New
Creative Planning
194
Creative Planning
Kansas
$697K -$72.9K -1,021 -9%
GM
195
GeoWealth Management
Illinois
$695K +$95.2K +1,334 +15%
NCFG
196
New Century Financial Group
New Jersey
$654K +$32.6K +457 +5%
SPIA
197
Steward Partners Investment Advisory
New York
$628K -$86K -1,205 -12%
Focus Partners Wealth
198
Focus Partners Wealth
Massachusetts
$623K -$108K -1,518 -14%
OWA
199
Outlook Wealth Advisors
Texas
$619K +$6.71K +94 +1%
AFG
200
Atomi Financial Group
New York
$610K +$636K +8,914 New