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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
226
Intergy Private Wealth
Colorado
$4.78M +$297K +4,053 +7%
MWM
227
Marion Wealth Management
Pennsylvania
$4.78M +$4.58M +62,537 New
KPWS
228
Kestra Private Wealth Services
Texas
$4.65M +$2.54M +34,647 +132%
PCA
229
Prosperity Capital Advisors
Ohio
$4.6M +$691K +9,441 +19%
FHA
230
First Horizon Advisors
Tennessee
$4.59M -$4.25M -58,069 -49%
FHC
231
First Heartland Consultants
Missouri
$4.55M +$139K +1,902 +3%
FAIM
232
Financial Advocates Investment Management
Washington
$4.52M +$1.15M +15,755 +36%
RWI
233
Red Wave Investments
Pennsylvania
$4.49M -$303K -4,137 -7%
KLI
234
Kelman-Lazarov Inc
Tennessee
$4.4M -$1.2M -16,357 -22%
WIM
235
Warwick Investment Management
Texas
$4.38M +$40.6K +555 +1%
GSWM
236
Greenup Street Wealth Management
Michigan
$4.31M -$58.8K -803 -1%
SA
237
Sunesis Advisors
Kansas
$4.26M +$4.09M +55,780 New
FPIS
238
Financial Planning & Information Services
Wisconsin
$4.23M +$240K +3,271 +6%
LFASL
239
Lugano Financial Advisors SA (LFA)
Switzerland
$4.22M +$4.05M +55,287 New
APC
240
Aspire Private Capital
North Carolina
$4.22M +$96.5K +1,318 +2%
ECA
241
Elevated Capital Advisors
Utah
$4.18M -$3.15K -43 -0.1%
CA
242
CoreCap Advisors
Michigan
$4.18M +$1.2M +16,348 +43%
FLI
243
Family Legacy Inc
South Carolina
$4.15M +$72.3K +987 +2%
MA
244
Mutual Advisors
Nebraska
$4.09M +$16.6K +227 +0.4%
EWM
245
Evergreen Wealth Management
Michigan
$4.07M +$2.4M +32,784 +160%
W
246
WealthCollab
Washington
$4.07M +$3.9M +53,237 New
PMA
247
Prudent Man Advisors
Illinois
$3.98M -$9.45K -129 -0.2%
SAG
248
SageView Advisory Group
California
$3.9M -$4.12M -56,298 Closed
BWP
249
Bernardo Wealth Planning
Pennsylvania
$3.89M -$234K -3,195 -6%
SJGA
250
Stephen J. Garry & Associates
New York
$3.85M +$3.69M +50,449 New
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