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VPLS

Vanguard Core Plus Bond ETF
VPLS

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
126
Capital Planning
Washington
$344K – – –
LWA
127
Lantern Wealth Advisors
New York
$336K +$132K +1,700 +65%
CLIP
128
Colter Lewis Investment Partners
Connecticut
$317K – – –
IA
129
Integrity Alliance
Iowa
$317K +$316K +4,083 New
ASN
130
Advisory Services Network
Georgia
$313K +$106K +1,362 +51%
KF
131
Krilogy Financial
Missouri
$310K – – –
AA
132
Addison Advisors
Vermont
$264K +$264K +3,406 New
SC
133
Soundwatch Capital
Connecticut
$258K +$258K +3,326 New
LWA
134
LifeGoal Wealth Advisors
New York
$250K +$2.56K +33 +1%
PCM
135
Parsons Capital Management
Rhode Island
$236K +$236K +3,044 New
MA
136
MCF Advisors
Kentucky
$230K – – –
BCM
137
Brookstone Capital Management
Illinois
$229K +$229K +2,953 New
FSWA
138
Financial Synergies Wealth Advisors
Texas
$223K +$2.94K +38 +1%
PFG
139
Pinnacle Financial Group
Illinois
$221K – – –
MAM
140
Mainsail Asset Management
Alabama
$215K – – –
LWM
141
LJI Wealth Management
Indiana
$212K +$387 +5 +0.2%
JCM
142
Jacobi Capital Management
Pennsylvania
$203K +$203K +2,619 New
AWM
143
Apollon Wealth Management
South Carolina
$202K -$116K -1,500 -37%
HI
144
Harbour Investments
Wisconsin
$181K +$83.7K +1,080 +86%
EB
145
Eastern Bank
Massachusetts
$175K +$174K +2,250 New
JGCM
146
Joseph Group Capital Management
Ohio
$169K +$29.8K +385 +21%
SAM
147
Smartleaf Asset Management
Massachusetts
$146K – – –
GWM
148
Geneos Wealth Management
Colorado
$137K +$87.9K +1,135 +182%
GWM
149
Gilpin Wealth Management
Colorado
$116K -$9.3K -120 -7%
BH
150
Burk Holdings
Oklahoma
$77K +$310 +4 +0.4%
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