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Vanguard Long-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$160K -$96.5K -867 -37%
LWM
202
Liberty Wealth Management
California
$139K +$27.3K +245 +23%
MA
203
Montag & Associates
Georgia
$138K +$140K +1,260 New
IA
204
IFP Advisors
Florida
$121K +$42.5K +382 +53%
AWA
205
Arkadios Wealth Advisors
Georgia
$108K +$110K +988 New
GWM
206
Geneos Wealth Management
Colorado
$98K +$76.7K +689 +90%
Deutsche Bank
207
Deutsche Bank
Germany
$98K +$94.5K +849 +1,769%
JPLA
208
Joseph P. Lucia & Associates
New York
$96K +$97.4K +875 New
FCA
209
FinTrust Capital Advisors
South Carolina
$82K +$14.8K +133 +21%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$80K
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$47.5K +427 +169%
BFEC
212
Benjamin F. Edwards & Company
Missouri
$69K +$69.8K +627 New
GM
213
GeoWealth Management
Illinois
$68K
SIS
214
Sound Income Strategies
Florida
$68K +$1.45K +13 +2%
William Blair & Company
215
William Blair & Company
Illinois
$60K -$1K -9 -2%
FFA
216
Founders Financial Alliance
North Carolina
$56K
CAAS
217
Capital Asset Advisory Services
Michigan
$53K +$3.12K +28 +6%
IBOK
218
Independence Bank of Kentucky
Kentucky
$43K +$10K +90 +30%
PP
219
PrairieView Partners
Minnesota
$40K
MCM
220
MV Capital Management
Maryland
$39K
AF
221
Advisornet Financial
Minnesota
$36K -$8.02K -72 -18%
PS
222
Planned Solutions
California
$36K
PIP
223
Peachtree Investment Partners
Florida
$35K +$1.23K +11 +4%
FGAM
224
Financial Gravity Asset Management
Texas
$35K +$35.6K +320 New
HWA
225
HCR Wealth Advisors
California
$34K