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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
276
Planned Solutions
California
$6.1M +$861K +11,217 +16%
JCM
277
Jacobsen Capital Management
Utah
$6.04M +$695K +9,053 +13%
SA
278
Sunesis Advisors
Kansas
$5.94M +$230 +3 +0%
PAM
279
PCG Asset Management
New Jersey
$5.88M +$46.1K +600 +0.8%
LWM
280
Lionshead Wealth Management
New York
$5.81M +$195K +2,537 +3%
SAM
281
Secure Asset Management
Michigan
$5.8M +$90K +1,172 +2%
ACM
282
Arcataur Capital Management
Wisconsin
$5.79M +$74.3K +968 +1%
GHA
283
Granite Harbor Advisors
Texas
$5.76M +$180K +2,345 +3%
PNC
284
Park National Corp
Ohio
$5.7M +$500K +6,515 +10%
CIA
285
Concurrent Investment Advisors
Florida
$5.69M +$182K +2,370 +3%
MWP
286
Momentum Wealth Planning
Florida
$5.62M +$355K +4,620 +7%
HR
287
Hardy Reed
Mississippi
$5.55M -$25.2K -328 -0.5%
PA
288
PFG Advisors
Arizona
$5.52M +$30.3K +395 +0.6%
TWP
289
Tenet Wealth Partners
Illinois
$5.36M +$5.44M +70,835 New
EV
290
EJMK Ventures
Illinois
$5.3M -$742K -9,666 -12%
EH
291
Equitable Holdings
New York
$5.27M +$403K +5,254 +8%
LHEI
292
Leo H. Evart Inc
California
$5.27M -$616K -8,028 -10%
PFM
293
Phillips Financial Management
Indiana
$5.06M -$1.71M -22,216 -25%
TWC
294
TD Waterhouse Canada
Ontario, Canada
$4.97M +$191K +2,494 +4%
BHFP
295
Blom & Howell Financial Planning
California
$4.91M +$991K +12,915 +25%
SAI
296
Savvy Advisors Inc
New York
$4.9M +$140K +1,823 +3%
HTIM
297
Harbour Trust & Investment Management
Indiana
$4.83M +$213K +2,778 +5%
HPM
298
Hoxton Planning & Management
West Virginia
$4.82M -$16.4K -213 -0.3%
HIP
299
HUB Investment Partners
Texas
$4.78M -$328K -4,269 -6%
TP
300
TritonPoint Partners
Maryland
$4.75M +$4.75M +61,912 New
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