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VPLS

Vanguard Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
51
Principia Wealth Advisory
Texas
$425K +$37.3K +486 +10%
APW
52
Aurora Private Wealth
New Jersey
$424K +$418K +5,447 New
PFS
53
Prospera Financial Services
Texas
$417K
AI
54
Atria Investments
North Carolina
$411K +$406K +5,287 New
YWM
55
Yukon Wealth Management
Kansas
$388K +$383K +4,988 New
EIA
56
Eldridge Investment Advisors
New Hampshire
$379K +$129K +1,675 +52%
SC
57
Steph & Co
Wisconsin
$376K +$18.7K +244 +5%
RLIM
58
Red Lighthouse Investment Management
New York
$338K +$333K +4,340 New
SPIA
59
Steward Partners Investment Advisory
New York
$334K +$229K +2,986 +229%
PAG
60
Private Advisor Group
New Jersey
$314K +$384 +5 +0.1%
AWA
61
Acorn Wealth Advisors
Michigan
$312K +$7.29K +95 +2%
AQR Capital Management
62
AQR Capital Management
Connecticut
$311K -$246K -3,200 -44%
FCM
63
Firestone Capital Management
Florida
$300K +$296K +3,851 New
Creative Planning
64
Creative Planning
Kansas
$282K -$40.4K -526 -13%
KFGK
65
Keystone Financial Group (Kentucky)
Kentucky
$276K +$61.9K +807 +29%
HTC
66
Haverford Trust Company
Pennsylvania
$272K +$269K +3,500 New
FIC
67
Family Investment Center
Missouri
$271K -$275K -3,584 -51%
PFG
68
Pinnacle Financial Group
Illinois
$261K
MG
69
Mather Group
Illinois
$251K +$135K +1,761 +120%
BCA
70
Bay Colony Advisors
Massachusetts
$236K +$77 +1 +0%
TWM
71
TCFG Wealth Management
California
$219K
CP
72
Capital Planning
Washington
$219K
FSWA
73
Financial Synergies Wealth Advisors
Texas
$205K +$3.07K +40 +2%
AWM
74
Apollon Wealth Management
South Carolina
$202K +$200K +2,600 New
IA
75
IFP Advisors
Florida
$88.7K +$87.5K +1,140 New