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Vanguard World Funds Extended Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
– -$2.35M -14,180 Closed
BA
127
Ballew Advisors
Mississippi
– -$2.2M -13,705 Closed
RCS
128
Retirement Capital Strategies
California
– -$1.63M -10,343 Closed
AI
129
Atria Investments
North Carolina
– -$1.57M -9,504 Closed
KPWS
130
Kestra Private Wealth Services
Texas
– -$1.33M -8,035 Closed
TF
131
Trek Financial
Arizona
– -$1.04M -6,299 Closed
AF
132
Advisornet Financial
Minnesota
– -$817K -4,873 Closed
HighTower Advisors
133
HighTower Advisors
Illinois
– -$615K -3,721 Closed
OPS
134
Orion Portfolio Solutions
Nebraska
– -$599K -3,616 Closed
SC
135
Sepio Capital
Utah
– -$546K -3,299 Closed
SAM
136
Secure Asset Management
Michigan
– -$399K -2,407 Closed
VWA
137
V Wealth Advisors
Kansas
– -$370K -2,237 Closed
22CM
138
20/20 Capital Management
California
– -$353K -2,133 Closed
CF
139
Centaurus Financial
California
– -$335K -2,025 Closed
OCM
140
Orleans Capital Management
Louisiana
– -$331K -2,000 Closed
SFSIG
141
San Francisco Sentry Investment Group
California
– -$273K -1,647 Closed
AWM
142
Apollon Wealth Management
South Carolina
– -$242K -1,460 Closed
Creative Planning
143
Creative Planning
Kansas
– -$221K -1,335 Closed
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
– -$210K -1,299 Closed
CFA
145
Carroll Financial Associates
North Carolina
– -$154K -936 Closed
SV
146
Sturgeon Ventures
United Kingdom
– -$38K -231 Closed
SC
147
Solstein Capital
California
– -$16K -98 Closed
GKIM
148
GW&K Investment Management
Massachusetts
– -$7K -45 Closed
MF
149
Manchester Financial
California
– -$6K -37 Closed
ZB
150
Zions Bancorporation
Utah
– -$3K -20 Closed