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Vanguard Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Smartleaf Asset Management
Massachusetts
$145K +$147K +1,877 New
JGCM
127
Joseph Group Capital Management
Ohio
$139K +$53K +677 +61%
GWM
128
Gilpin Wealth Management
Colorado
$126K -$6.26K -80 -5%
HI
129
Harbour Investments
Wisconsin
$97.5K +$81.7K +1,044 +492%
BH
130
Burk Holdings
Oklahoma
$76.7K +$77.4K +989 New
TWC
131
TD Waterhouse Canada
Ontario, Canada
$58.1K +$58.8K +752 New
HBW
132
Hazlett, Burt & Watson
West Virginia
$49K – – –
GWM
133
Geneos Wealth Management
Colorado
$48.5K – – –
Morgan Stanley
134
Morgan Stanley
New York
$33.5K +$30.6K +391 +954%
AWM
135
Abound Wealth Management
Tennessee
$32.6K +$32.9K +420 New
WAU
136
Wellington-Altus USA
Manitoba, Canada
$29.1K -$35.1K -448 -54%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$27.2K +$27.4K +350 New
MWA
138
Medallion Wealth Advisors
Connecticut
$18.3K -$3.99K -51 -18%
ATPW
139
Ashton Thomas Private Wealth
Arizona
$17K -$706K -9,023 -98%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$13.9K +$14K +179 New
PWMA
141
Pension & Wealth Management Advisors
Massachusetts
$13.8K +$78 +1 +0.6%
GFA
142
Godfrey Financial Associates
New York
$10.7K -$25K -319 -70%
SEP
143
Signature Equity Partners
Ohio
$8.61K – – –
MLA
144
MB, Levis & Associates
Pennsylvania
$8.57K – – –
UBS Group
145
UBS Group
Switzerland
$8.07K +$8.14K +104 New
CIAS
146
CBIZ Investment Advisory Services
Ohio
$6.11K +$78 +1 +1%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$2.79K – – –
CA
148
CoreCap Advisors
Michigan
$73 -$15.7K -201 Closed
Wells Fargo
149
Wells Fargo
California
$58 -$2.9K -37 -97%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
– -$7.09M -90,827 Closed