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VPLS

Vanguard Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$1.46M +$1.1M +14,198 +305%
CWM
77
Centurion Wealth Management
Virginia
$1.45M +$465 +6 +0%
IAN
78
Integrated Advisors Network
Texas
$1.38M -$89K -1,148 -6%
XPN
79
XY Planning Network
Montana
$1.37M +$61.5K +794 +5%
UBS Group
80
UBS Group
Switzerland
$1.33M +$1.32M +17,066 +16,410%
SFWC
81
Strategic Family Wealth Counselors
New Jersey
$1.27M -$885K -11,427 -41%
BMA
82
Brooks Moore & Associates
Tennessee
$1.18M +$7.75K +100 +0.7%
BPFA
83
Barnes Pettey Financial Advisors
Mississippi
$1.15M +$542K +6,989 +89%
Creative Planning
84
Creative Planning
Kansas
$1.14M +$735K +9,487 +182%
BWP
85
Bernardo Wealth Planning
Pennsylvania
$1.11M +$1.11M +14,296 New
CPWM
86
Cypress Point Wealth Management
Texas
$1.09M +$1.09M +14,049 New
CFG
87
Citizens Financial Group
Rhode Island
$997K +$996K +12,848 New
SG
88
StoneX Group
New York
$940K +$27.2K +351 +3%
RGC
89
Roberts, Glore & Co
Illinois
$917K +$145K +1,870 +19%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$878K -$16.1K -208 -2%
GA
91
GSG Advisors
New Jersey
$870K +$130K +1,672 +18%
PAG
92
Private Advisor Group
New Jersey
$839K -$354K -4,566 -30%
FI
93
Financial Insights
Washington
$756K +$263K +3,393 +53%
EIA
94
Eldridge Investment Advisors
New Hampshire
$635K +$207K +2,676 +48%
GC
95
GatePass Capital
Ohio
$623K +$622K +8,026 New
BAG
96
Bridgewealth Advisory Group
California
$602K +$300K +3,875 +100%
EFG
97
Embree Financial Group
Illinois
$596K +$106K +1,363 +22%
RLIM
98
Red Lighthouse Investment Management
New York
$583K
SWP
99
Stratos Wealth Partners
Ohio
$551K +$330K +4,257 +150%
BCG
100
Breakwater Capital Group
New Jersey
$550K +$37.4K +483 +7%