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Vanguard Long-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
201
Insigneo Advisory Services
Florida
$490K +$471K +6,214 New
CAS
202
Coppell Advisory Solutions
Texas
$487K +$487K +6,423 New
LFASL
203
Lugano Financial Advisors SA (LFA)
Switzerland
$486K -$158K -2,077 -24%
SPIA
204
Steward Partners Investment Advisory
New York
$460K -$77.9K -1,027 -14%
RJT
205
Raymond James Trust
Florida
$458K
Creative Planning
206
Creative Planning
Kansas
$444K -$41.8K -551 -9%
GWM
207
Gray Wealth Management
Maine
$435K -$19.1K -252 -4%
TSS
208
Two Sigma Securities
New York
$434K +$434K +5,719 New
HAM
209
Harmony Asset Management
Arizona
$430K -$392K -5,170 -48%
CSPIA
210
Cary Street Partners Investment Advisory
Virginia
$429K -$21K -277 -5%
KWA
211
Kingswood Wealth Advisors
California
$421K +$421K +5,553 New
SVWAG
212
Sound View Wealth Advisors Group
Georgia
$394K
SEIA
213
Signature Estate & Investment Advisors
California
$387K +$387K +5,106 New
IFG
214
Independent Financial Group
California
$381K
AWM
215
Avaii Wealth Management
Wisconsin
$369K -$154K -2,034 -29%
HWMO
216
Heritage Wealth Management (Ohio)
Ohio
$367K +$362K +4,777 New
LC
217
LCNB Corp
Ohio
$365K -$3.04K -40 -0.8%
NS
218
NBC Securities
Alabama
$362K
FNT
219
First National Trust
Pennsylvania
$347K -$102K -1,349 -23%
BFA
220
Beaumont Financial Advisors
Massachusetts
$337K -$150K -1,978 -31%
FHA
221
First Horizon Advisors
Tennessee
$335K
DADC
222
D.A. Davidson & Co
Montana
$329K -$102K -1,343 -24%
CGPCS
223
Capital Group Private Client Services
California
$326K
IAN
224
Integrated Advisors Network
Texas
$324K
RWA
225
Rooted Wealth Advisors
Illinois
$321K +$17.5K +231 +6%