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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
226
ACG Wealth
Georgia
$331K +$331K +3,914 New
LIM
227
Leavell Investment Management
Alabama
$319K -$114K -1,350 -26%
TWA
228
TCI Wealth Advisors
Arizona
$316K +$163K +1,928 +107%
CA
229
Continuum Advisory
Idaho
$315K +$20.4K +241 +7%
IWM
230
IHT Wealth Management
Illinois
$315K +$62.4K +738 +48%
WFG
231
Windsor Financial Group
Minnesota
$314K +$38K +450 +14%
FA
232
FDx Advisors
Illinois
$314K +$314K +3,719 New
EAM
233
Evanson Asset Management
California
$310K +$507 +6 +0.2%
SWM
234
SVA Wealth Management
Wisconsin
$309K -$59.7K -707 -16%
BAC
235
Boys Arnold & Co
North Carolina
$308K – – –
SDWMA
236
Schneider Downs Wealth Management Advisors
Pennsylvania
$303K – – –
WB
237
WesBanco Bank
West Virginia
$301K +$24.9K +295 +9%
PCFFS
238
Pacific Center for Financial Services
California
$290K -$196K -2,319 -40%
MBTD
239
Mechanics Bank - Trust Department
California
$288K – – –
SAMC
240
Spectrum Asset Management (California)
California
$283K -$49K -580 -15%
LI
241
LVZ Inc
Michigan
$280K +$43.3K +513 +18%
LNC
242
Lincoln National Corp
Pennsylvania
$278K +$66.8K +791 +32%
SG
243
StoneX Group
New York
$277K +$276K +3,272 New
ASN
244
Advisory Services Network
Georgia
$276K +$39K +462 +16%
SBIA
245
Sheaff Brock Investment Advisors
Indiana
$270K +$64.3K +761 +31%
CPA
246
Clear Perspective Advisors
Illinois
$263K +$21.1K +250 +9%
TI
247
Truepoint Inc
Ohio
$256K +$255K +3,015 New
DAS
248
Dynamic Advisor Solutions
Arizona
$255K -$175K -2,076 -41%
AAM
249
Aureus Asset Management
Massachusetts
$255K -$3.38K -40 -1%
FWP
250
Fiduciary Wealth Partners
Massachusetts
$255K +$19.1K +226 +8%
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