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Vanguard Long-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
126
Alterity Financial Group
Maine
$498K +$501K +4,707 New
IA
127
IFP Advisors
Florida
$494K -$4.79K -45 -1%
CAM
128
Cresset Asset Management
Illinois
$493K +$5K +47 +1%
Marshall Wace
129
Marshall Wace
United Kingdom
$484K +$486K +4,570 New
RPCONE
130
Retirement Planning Company of New England
Rhode Island
$474K +$477K +4,480 New
CAN
131
Cetera Advisor Networks
California
$429K -$10.4K -98 -2%
PFPT
132
Pinnacle Financial Partners (Tennessee)
Tennessee
$422K -$197K -1,853 -32%
CSPIA
133
Cary Street Partners Investment Advisory
Virginia
$402K -$29.3K -275 -7%
GM
134
GeoWealth Management
Illinois
$392K -$15.1K -142 -4%
SFA
135
Source Financial Advisors
New York
$392K -$15.1K -142 -4%
LNC
136
Lincoln National Corp
Pennsylvania
$387K +$389K +3,658 New
AFP
137
Ausdal Financial Partners
Iowa
$386K +$426 +4 +0.1%
SG
138
StoneX Group
New York
$382K +$384K +3,611 New
FHC
139
First Heartland Consultants
Missouri
$375K +$28.5K +268 +8%
ACA
140
Anchor Capital Advisors
Massachusetts
$374K
MCWS
141
McKinley Carter Wealth Services
West Virginia
$372K -$96.8K -910 -21%
BRWA
142
B. Riley Wealth Advisors
Florida
$371K +$109K +1,020 +41%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$370K -$298K -2,805 -45%
WWM
144
Western Wealth Management
Colorado
$363K +$370K +3,477 New
OFG
145
Orcam Financial Group
California
$361K +$363K +3,410 New
LNWTC
146
Laird Norton Wetherby Trust Company
Washington
$338K -$23.4K -220 -6%
LIA
147
LS Investment Advisors
Michigan
$331K
Franklin Resources
148
Franklin Resources
California
$314K
APW
149
Aurora Private Wealth
New Jersey
$313K +$21.3K +200 +7%
SPIA
150
Steward Partners Investment Advisory
New York
$292K -$24.2K -227 -8%