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VPLS

Vanguard Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$126M +$34.2M +437,524 +37%
LPL Financial
2
LPL Financial
California
$50M -$1.15M -14,652 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$28.5M +$24M +306,983 +507%
WAM
4
WNY Asset Management
New York
$28.4M +$28.7M +366,563 New
IWS
5
Insight Wealth Strategies
California
$26.6M +$26.8M +343,106 New
KFGG
6
Keystone Financial Group (Georgia)
Georgia
$21.2M +$7.15M +91,403 +50%
SF
7
Summit Financial
New Jersey
$19.3M +$873K +11,161 +5%
FCFC
8
First Commonwealth Financial Corp
Pennsylvania
$17.1M +$3.09M +39,455 +22%
DPI
9
Diversified Portfolios Inc
Michigan
$15M +$717K +9,159 +5%
BW
10
Balance Wealth
Ohio
$14.7M +$46.7K +597 +0.3%
Betterment LLC
11
Betterment LLC
New York
$13.7M +$13.8M +176,641 New
Mariner
12
Mariner
Kansas
$13.1M +$10.6M +135,133 +400%
Raymond James Financial
13
Raymond James Financial
Florida
$13M +$11.8M +150,370 +886%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$12.3M +$4.8M +61,388 +62%
LIM
15
Leavell Investment Management
Alabama
$11.7M +$2.01M +25,701 +21%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.6M +$1.67M +21,363 +17%
PPW
17
Pasadena Private Wealth
California
$10.4M +$10.5M +133,918 New
NF
18
NavPoint Financial
Minnesota
$10.3M +$3.53M +45,086 +52%
LWMNY
19
Landmark Wealth Management (New York)
New York
$9M +$1.88M +23,994 +26%
RWRC
20
R.W. Roge & Company
New York
$8.32M +$7.93M +101,286 +1,691%
RYIA
21
Roehl & Yi Investment Advisors
Oregon
$8.11M +$1.38M +17,624 +20%
VC
22
Vicus Capital
Pennsylvania
$7.54M +$4.29M +54,887 +130%
FA
23
Fagan Associates
New York
$7.27M -$72.8K -930 -1%
EPW
24
Evolve Private Wealth
California
$7.24M +$7.3M +93,286 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$7.03M -$8.97M -114,649 -56%