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Vanguard World Funds Extended Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
126
Sharkey, Howes & Javer
Colorado
$309K -$150K -2,267 -32%
Corient Private Wealth
127
Corient Private Wealth
Florida
$305K +$310K +4,695 New
TWM
128
TriaGen Wealth Management
California
$304K +$18.5K +280 +6%
DAS
129
Dynamic Advisor Solutions
Arizona
$297K -$175K -2,650 -37%
HighTower Advisors
130
HighTower Advisors
Illinois
$268K -$338K -5,110 -55%
HFA
131
Hershey Financial Advisers
Pennsylvania
$265K -$123K -1,864 -31%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$262K +$108K +1,634 +68%
BBES
133
Buffalo Business & Estate Services
New York
$258K +$263K +3,974 New
RRA
134
Red Reef Advisors
Florida
$248K +$9.78K +148 +4%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$247K +$64.4K +974 +34%
XT
136
XTX Topco
Cayman Islands
$245K -$25.3K -383 -9%
FA
137
Freestate Advisors
Kansas
$244K
NB
138
Nicolet Bankshares
Wisconsin
$242K -$99.8K -1,510 -29%
AFC
139
Ares Financial Consulting
California
$241K +$16.9K +256 +7%
MSFS
140
Main Street Financial Solutions
Pennsylvania
$234K -$738K -11,167 -76%
CICI
141
Capital Investment Counsel Inc
North Carolina
$227K
SFP
142
SwitchPoint Financial Planning
Utah
$226K -$66 -1 -0%
AFS
143
AFG Fiduciary Services
Massachusetts
$220K
CW
144
CreativeOne Wealth
Kansas
$219K +$223K +3,366 New
CFB
145
Cullen/Frost Bankers
Texas
$215K +$8.26K +125 +4%
LSIA
146
LaSalle St. Investment Advisors
Illinois
$214K -$218K -3,300 -50%
RA
147
RFG Advisory
Alabama
$214K -$10.8K -163 -5%
SC
148
Sepio Capital
Utah
$211K -$2.25K -34 -1%
CCA
149
Carrera Capital Advisors
Michigan
$203K +$206K +3,118 New
PTC
150
Private Trust Company
Ohio
$199K -$209K -3,155 -51%