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Vanguard Long-Term Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
201
Sterling Investment Management
Arizona
$725K +$738K +10,434 New
ATS
202
Ashton Thomas Securities
New York
$725K +$43.1K +609 +6%
ACM
203
Arlington Capital Management
Illinois
$721K +$734K +10,378 New
GS
204
GWN Securities
Florida
$721K +$67.2K +949 +10%
SFS
205
Security Financial Services
Indiana
$717K +$74.8K +1,057 +11%
IWC
206
Integrated Wealth Concepts
Massachusetts
$715K +$398K +5,623 +121%
AAMC
207
Asset Allocation & Management Company
Illinois
$713K +$726K +10,260 New
SIA
208
Soltis Investment Advisors
Utah
$700K -$29.9K -422 -4%
CWA
209
Carolina Wealth Advisors
South Carolina
$692K -$49.6K -701 -7%
OC
210
Oppenheimer & Co
New York
$690K -$13.3K -188 -2%
SC
211
Scotia Capital
Ontario, Canada
$685K -$51.9K -733 -7%
FAN
212
Financial Advisors Network
California
$675K +$79.3K +1,121 +13%
WLIM
213
White Lighthouse Investment Management
Massachusetts
$658K -$658K -9,304 -50%
SRA
214
Secured Retirement Advisors
Minnesota
$656K +$71 +1 +0%
SAW
215
Signal Advisors Wealth
Michigan
$637K -$11.5K -162 -2%
OWA
216
Outlook Wealth Advisors
Texas
$636K – – –
RC
217
Roundview Capital
New Jersey
$632K – – –
SPIA
218
Steward Partners Investment Advisory
New York
$631K +$15.4K +218 +2%
KA
219
Kovack Advisors
Florida
$623K +$46.1K +652 +8%
DWM
220
Darwin Wealth Management
Florida
$616K +$31.3K +443 +5%
LWM
221
Luminvest Wealth Management
Arizona
$612K +$9.48K +134 +2%
DAS
222
Dynamic Advisor Solutions
Arizona
$602K +$613K +8,658 New
AWM
223
Axxcess Wealth Management
California
$595K +$394K +5,573 +187%
SPWM
224
Smith Partners Wealth Management
North Carolina
$590K +$600K +8,484 New
CFGA
225
Cambridge Financial Group (Arizona)
Arizona
$571K -$177K -2,495 -23%
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