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Vanguard Long-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRA
201
Secured Retirement Advisors
Minnesota
$475K +$437K +6,375 New
RA
202
RFG Advisory
Alabama
$470K +$29.5K +431 +7%
KMWM
203
Keudell/Morrison Wealth Management
Oregon
$467K -$8.67M -126,462 -95%
SIA
204
Soltis Investment Advisors
Utah
$460K +$95.7K +1,397 +29%
RIM
205
Redwood Investment Management
Arizona
$458K +$42.6K +621 +11%
IGWM
206
ICA Group Wealth Management
Colorado
$439K +$1.1K +16 +0.3%
LWM
207
LongView Wealth Management
Georgia
$438K +$409K +5,971 New
KFS
208
Kelly Financial Services
Massachusetts
$431K -$20K -292 -5%
BFO
209
Boston Family Office
Massachusetts
$427K
NS
210
NBC Securities
Alabama
$423K +$14.7K +214 +4%
Citadel Advisors
211
Citadel Advisors
Florida
$420K +$33.6K +490 +10%
SOS
212
Silver Oak Securities
Tennessee
$417K +$383K +5,596 New
NSIM
213
North Star Investment Management
Illinois
$411K +$378K +5,517 New
SPIA
214
Steward Partners Investment Advisory
New York
$410K +$332K +4,851 +743%
UCFA
215
United Capital Financial Advisors
Texas
$398K +$366K +5,340 New
VC
216
Veery Capital
Delaware
$393K -$307K -4,487 -46%
TT
217
TI-Trust
Illinois
$390K -$1.58K -23 -0.4%
GRP
218
Global Retirement Partners
California
$379K +$14K +205 +4%
Tudor Investment Corp
219
Tudor Investment Corp
Connecticut
$375K +$344K +5,022 New
ASN
220
Advisory Services Network
Georgia
$373K -$85.8K -1,252 -20%
KPWS
221
Kestra Private Wealth Services
Texas
$370K -$13.2K -192 -4%
SEP
222
Southland Equity Partners
Missouri
$362K +$411 +6 +0.1%
MGIA
223
Moneta Group Investment Advisors
Missouri
$351K -$45K -656 -12%
MC
224
Montag & Caldwell
Georgia
$345K -$677K -9,879 -68%
SW
225
Signify Wealth
Missouri
$344K -$1.17M -17,040 -79%