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VPLS

Vanguard Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Platt Wealth Management
California
$533K +$130K +1,677 +32%
FAB
102
First American Bank
Illinois
$531K +$6.43K +83 +1%
AQR Capital Management
103
AQR Capital Management
Connecticut
$528K
VP
104
Verum Partners
North Carolina
$520K -$99.6K -1,286 -16%
WSFS
105
Wilmington Savings Fund Society
Delaware
$487K
FCM
106
Firestone Capital Management
Florida
$465K +$5.19K +67 +1%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$463K +$76.6K +989 +20%
SB
108
Strategic Blueprint
Georgia
$463K +$462K +5,968 New
PMG
109
Private Management Group
California
$460K +$112K +1,442 +32%
PWA
110
Principia Wealth Advisory
Texas
$454K +$19.7K +254 +5%
APFP
111
Action Point Financial Planning
Michigan
$428K +$428K +5,526 New
PA
112
Parallel Advisors
California
$413K +$40.9K +528 +11%
SPIA
113
Steward Partners Investment Advisory
New York
$408K +$74.8K +965 +22%
AP
114
Advisortrust Partners
North Carolina
$406K
YWM
115
Yukon Wealth Management
Kansas
$387K
SC
116
Steph & Co
Wisconsin
$380K +$930 +12 +0.2%
AWA
117
Acorn Wealth Advisors
Michigan
$371K
KFGK
118
Keystone Financial Group (Kentucky)
Kentucky
$369K -$4.65K -60 -1%
BCA
119
Bay Colony Advisors
Massachusetts
$365K -$20.3K -262 -5%
APW
120
Aurora Private Wealth
New Jersey
$360K +$4.96K +64 +1%
MG
121
Mather Group
Illinois
$355K +$40.8K +526 +13%
CBU
122
CIBC Bancorp USA
Illinois
$350K
NA
123
NewEdge Advisors
Louisiana
$350K +$350K +4,512 New
HWM
124
HB Wealth Management
Georgia
$345K +$345K +4,453 New
GWP
125
Gateway Wealth Partners
Wisconsin
$344K +$343K +4,431 New