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Vanguard Intermediate-Term Bond ETF
BIV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fidelity Investments
26
Fidelity Investments
Massachusetts
USD 116 M +USD 6.22 M +81,048 +6%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
USD 113 M -USD 1.93 M -25,093 -2%
Creative Planning
28
Creative Planning
Kansas
USD 105 M +USD 18.6 M +242,860 +22%
AssetMark Inc
29
AssetMark Inc
California
USD 103 M +USD 102 M +1,330,670 +8,390%
Cerity Partners
30
Cerity Partners
New York
USD 97.9 M +USD 5.2 M +67,676 +6%
Truist Financial
31
Truist Financial
North Carolina
USD 96.9 M +USD 4.25 M +55,413 +5%
Peapack-Gladstone Financial Corp
32
Peapack-Gladstone Financial Corp
New Jersey
USD 96.8 M +USD 637 k +8,298 +0.7%
BCM Advisors
33
BCM Advisors
Louisiana
USD 95.7 M +USD 209 k +2,723 +0.2%
American Trust
34
American Trust
Kentucky
USD 93.1 M -USD 2.02 M -26,327 -2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
USD 92.6 M -USD 1.92 M -25,003 -2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
USD 88.1 M +USD 4.65 M +60,596 +6%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
USD 84.8 M +USD 4.2 M +54,757 +5%
Citizens Financial Group
38
Citizens Financial Group
Rhode Island
USD 80.6 M +USD 43.7 M +569,321 +118%
Family Investment Center
39
Family Investment Center
Missouri
USD 79.7 M +USD 5.51 M +71,756 +7%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
USD 77.1 M +USD 5.75 M +74,860 +8%
Vanguard Advisers Inc
41
Vanguard Advisers Inc
Pennsylvania
USD 74.7 M +USD 7.18 M +93,493 +11%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
USD 70.5 M +USD 2.74 M +35,728 +4%
WIT LLC
43
WIT LLC
District of Columbia
USD 66.1 M – – –
Discipline Wealth Solutions
44
Discipline Wealth Solutions
South Carolina
USD 62.8 M +USD 6.87 M +89,546 +12%
World Investment Advisors
45
World Investment Advisors
California
USD 61.2 M +USD 318 k +4,139 +0.5%
Cranbrook Wealth Management
46
Cranbrook Wealth Management
Michigan
USD 56 M +USD 947 k +12,334 +2%
US Bancorp
47
US Bancorp
Minnesota
USD 55.9 M +USD 1.92 M +24,991 +4%
MML Investors Services
48
MML Investors Services
Massachusetts
USD 54.8 M +USD 11.1 M +144,717 +25%
SFMG
49
Sage Financial Management Group
Virginia
USD 54.6 M +USD 3.16 M +41,167 +6%
Verus Financial Partners
50
Verus Financial Partners
Virginia
USD 54.2 M +USD 2.69 M +34,984 +5%
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