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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
251
Cape Cod Five Cents Savings Bank
Massachusetts
$5.3M
LFP
252
Leeward Financial Partners
Washington
$5.28M +$559K +7,413 +12%
SFG
253
Sovereign Financial Group
Connecticut
$5.15M +$552K +7,317 +12%
MA
254
Mutual Advisors
Nebraska
$5.04M -$109K -1,443 -2%
PAM
255
PCG Asset Management
New Jersey
$5.02M +$175K +2,322 +4%
HIP
256
HUB Investment Partners
Texas
$5.01M -$119K -1,577 -2%
SWM
257
Spire Wealth Management
Virginia
$4.99M +$1.14M +15,159 +30%
TW
258
TritonPoint Wealth
Maryland
$4.96M +$226 +3 +0%
SF
259
Summit Financial
New Jersey
$4.92M +$172K +2,281 +4%
Barclays
260
Barclays
United Kingdom
$4.91M -$780K -10,340 -14%
PS
261
Planned Solutions
California
$4.9M +$51.4K +681 +1%
PFS
262
Prospera Financial Services
Texas
$4.89M +$405K +5,362 +9%
HWM
263
Hohimer Wealth Management
Washington
$4.88M -$2.02M -26,808 -30%
PCA
264
Prosperity Capital Advisors
Ohio
$4.88M -$47.7K -632 -1%
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$4.84M -$26.6K -353 -0.6%
MMPW
266
Mitchell McLeod Pugh & Williams
Alabama
$4.83M +$412K +5,458 +9%
LFG
267
Larson Financial Group
Missouri
$4.82M -$415K -5,506 -8%
AAP
268
Arax Advisory Partners
Colorado
$4.82M +$1.71M +22,627 +56%
ETS
269
ESL Trust Services
New York
$4.8M -$54.9K -728 -1%
LWM
270
Lionshead Wealth Management
New York
$4.74M -$1.06M -14,111 -19%
VW
271
Veridan Wealth
Oregon
$4.7M +$61.6K +817 +1%
HWMG
272
Hurlow Wealth Management Group
Indiana
$4.69M +$322K +4,268 +7%
JCM
273
Jacobsen Capital Management
Utah
$4.68M +$468K +6,205 +11%
HR
274
Hardy Reed
Mississippi
$4.67M +$769K +10,192 +20%
W
275
WealthCollab
Washington
$4.64M +$127K +1,688 +3%