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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
251
Soundmark Wealth Management
Washington
$1.85M +$274K +3,539 +16%
PPW
252
Pasadena Private Wealth
California
$1.81M +$107K +1,385 +6%
SF
253
Summit Financial
New Jersey
$1.79M +$127K +1,644 +7%
WHG
254
Westwood Holdings Group
Texas
$1.78M +$569K +7,352 +43%
EWA
255
EverSource Wealth Advisors
Alabama
$1.78M +$1.15M +14,924 +161%
HL
256
HeadInvest LLC
Maine
$1.76M – – –
CCB
257
Country Club Bank
Missouri
$1.76M +$19.1K +247 +1%
FTS
258
Fifth Third Securities
Ohio
$1.73M -$46.1K -596 -2%
IWC
259
Integrated Wealth Concepts
Massachusetts
$1.72M +$92.8K +1,200 +5%
SFP
260
Sterling Financial Planning
New Jersey
$1.7M +$670K +8,665 +60%
WFA
261
Websterrogers Financial Advisors
South Carolina
$1.68M +$1.42M +18,416 +414%
AC
262
Apella Capital
Connecticut
$1.66M -$70.6K -912 -4%
CFGF
263
Compass Financial Group (Florida)
Florida
$1.66M -$11.6K -150 -0.7%
UBV
264
United Bank (Virginia)
Virginia
$1.64M -$90.4K -1,169 -5%
WS
265
Wela Strategies
Georgia
$1.62M -$111K -1,440 -6%
AFA
266
Arlington Financial Advisors
California
$1.62M -$12.5K -161 -0.7%
FPWM
267
FSB Premier Wealth Management
Iowa
$1.62M -$72.6K -939 -4%
DADC
268
D.A. Davidson & Co
Montana
$1.6M -$34K -439 -2%
RJT
269
Raymond James Trust
Florida
$1.59M +$142K +1,841 +9%
WANY
270
Wealthspire Advisors (New York)
New York
$1.56M +$1.65M +21,272 New
QCG
271
Quadrant Capital Group
Ohio
$1.54M – – –
CCA
272
Cadent Capital Advisors
Oklahoma
$1.52M -$28.5K -368 -2%
CIA
273
Capital Investment Advisors
Georgia
$1.49M +$23.2K +300 +1%
BBW
274
Blue Barn Wealth
Utah
$1.49M -$25.4K -328 -2%
TWM
275
TriaGen Wealth Management
California
$1.48M +$741K +9,576 +91%
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