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VPLS

Vanguard Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWC
151
TD Waterhouse Canada
Ontario, Canada
$58K
HBW
152
Hazlett, Burt & Watson
West Virginia
$57K +$7.75K +100 +16%
BCM
153
Blume Capital Management
California
$54.3K +$54.2K +700 New
AWM
154
AE Wealth Management
Kansas
$49.6K +$49.6K +640 New
FPF
155
First Pacific Financial
Washington
$48.9K +$48.8K +630 New
SRCM
156
Signature Resources Capital Management
California
$47.4K +$47.3K +611 New
TLA
157
Tanglewood Legacy Advisors
Texas
$40.3K +$40.3K +520 New
Morgan Stanley
158
Morgan Stanley
New York
$33.6K +$77 +1 +0.2%
MWA
159
Medallion Wealth Advisors
Connecticut
$18.3K
ATPW
160
Ashton Thomas Private Wealth
Arizona
$17K
PWMA
161
Pension & Wealth Management Advisors
Massachusetts
$13.9K +$155 +2 +1%
GFA
162
Godfrey Financial Associates
New York
$10.7K
MLA
163
MB, Levis & Associates
Pennsylvania
$8.67K +$155 +2 +2%
SEP
164
Signature Equity Partners
Ohio
$8.61K
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$7.53K -$6.35K -82 -46%
CA
166
Continuum Advisory
Idaho
$6.93K +$6.9K +89 New
CIAS
167
CBIZ Investment Advisory Services
Ohio
$6.11K
GRP
168
Global Retirement Partners
California
$2.95K +$2.94K +38 New
Wells Fargo
169
Wells Fargo
California
$115
CA
170
CoreCap Advisors
Michigan
$74 +$77 +1 New
KA
171
Kozak & Associates
Colorado
$32
OIA
172
OneDigital Investment Advisors
Kansas
-$2.22M -28,556 Closed
WC
173
Westwind Capital
New Mexico
-$878K -11,316 Closed
WANY
174
Wealthspire Advisors (New York)
New York
-$768K -9,898 Closed
MFG
175
Merit Financial Group
Georgia
-$647K -8,342 Closed