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Vanguard Long-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Gray Wealth Management
Maine
$468K +$85.4K +1,095 +22%
MCM
202
McKinley Capital Management
Alaska
$465K +$463K +5,941 New
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$464K -$33.1K -425 -7%
FNT
204
First National Trust
Pennsylvania
$464K -$1.95K -25 -0.4%
PTC
205
Private Trust Company
Ohio
$459K +$458K +5,869 New
DADC
206
D.A. Davidson & Co
Montana
$444K +$164K +2,106 +59%
HIM
207
Hanlon Investment Management
New Jersey
$432K +$430K +5,521 New
TW
208
Traveka Wealth
California
$426K -$146K -1,875 -26%
SVWAG
209
Sound View Wealth Advisors Group
Georgia
$406K
IFG
210
Independent Financial Group
California
$393K +$392K +5,025 New
CF
211
Cantor Fitzgerald
New York
$387K
SSWM
212
Sheets Smith Wealth Management
North Carolina
$383K +$21.8K +280 +6%
LC
213
LCNB Corp
Ohio
$380K
NS
214
NBC Securities
Alabama
$373K +$32K +410 +9%
ES
215
Eagle Strategies
New York
$371K +$370K +4,743 New
AAS
216
Avantax Advisory Services
Texas
$369K +$134K +1,715 +57%
TI
217
Tidal Investments
Wisconsin
$353K -$117K -1,496 -25%
CB
218
Commerce Bank
Missouri
$350K +$349K +4,470 New
FHA
219
First Horizon Advisors
Tennessee
$346K -$7.72K -99 -2%
BWAM
220
Boyd Watterson Asset Management
Ohio
$341K -$5.3K -68 -2%
FHC
221
First Heartland Consultants
Missouri
$341K
ASN
222
Advisory Services Network
Georgia
$341K +$222K +2,849 +189%
CGPCS
223
Capital Group Private Client Services
California
$336K +$335K +4,300 New
IAN
224
Integrated Advisors Network
Texas
$335K +$24.2K +311 +8%
IP
225
Ignite Planners
California
$334K +$339K +4,346 New