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Vanguard World Funds Extended Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$340K -$51.4K -743 -13%
RFG
127
Range Financial Group
Oregon
$331K +$8.23K +119 +3%
SRL
128
Scientech Research LLC
New Jersey
$324K +$315K +4,562 New
CF
129
Clarity Financial
Texas
$311K -$28.4K -411 -9%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$297K +$31.9K +462 +12%
AAS
131
Avantax Advisory Services
Texas
$284K +$2K +29 +0.7%
FIM
132
FWL Investment Management
Texas
$278K -$3.87K -56 -1%
AAS
133
Ameritas Advisory Services
Nebraska
$258K -$14.5K -209 -5%
GHAM
134
Gilman Hill Asset Management
Connecticut
$250K +$243K +3,515 New
SFP
135
SwitchPoint Financial Planning
Utah
$247K +$240K +3,476 New
TWM
136
TriaGen Wealth Management
California
$241K +$29.1K +421 +14%
CC
137
Commons Capital
Massachusetts
$236K +$229K +3,312 New
SC
138
Sepio Capital
Utah
$232K -$21K -303 -9%
IC
139
IEQ Capital
California
$228K
BA
140
Bristlecone Advisors
Washington
$226K
SA
141
Sanctuary Advisors
Indiana
$224K -$14.2K -205 -6%
GC
142
Guidance Capital
Kentucky
$223K -$8.71K -126 -4%
SWM
143
SeaCrest Wealth Management
New York
$222K +$215K +3,115 New
HSA
144
HBK Sorce Advisory
Pennsylvania
$213K +$207K +3,000 New
CW
145
CreativeOne Wealth
Kansas
$211K +$205K +2,965 New
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$210K
KAS
147
Kestra Advisory Services
Texas
$198K -$22.6K -327 -11%
RIL
148
Rothschild Investment LLC
Illinois
$162K -$20.7K -300 -12%
JFGIW
149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K -$129K -1,870 -57%
BFP
150
Briaud Financial Planning
Texas
$83K