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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
276
Roundview Capital
New Jersey
$824K -$76K -830 -9%
LWM
277
Loveless Wealth Management
Montana
$807K +$792K +8,655 New
NWM
278
Northwest Wealth Management
Iowa
$804K +$103K +1,123 +15%
ECA
279
Elevated Capital Advisors
Utah
$804K +$784K +8,569 New
HSBC Holdings
280
HSBC Holdings
United Kingdom
$801K
BF
281
BOK Financial
Oklahoma
$796K -$18.5K -202 -2%
PCS
282
Personal CFO Solutions
New Jersey
$791K +$540K +5,899 +228%
GVAG
283
Great Valley Advisor Group
Delaware
$773K +$292K +3,192 +62%
CAC
284
Certified Advisory Corp
Florida
$753K -$31.7K -346 -4%
ASN
285
Advisory Services Network
Georgia
$753K +$17.6K +192 +2%
CFG
286
Capstone Financial Group
Oklahoma
$744K -$82.2K -898 -10%
EHC
287
Everett Harris & Co
California
$741K
WP
288
WMS Partners
Maryland
$741K +$727K +7,948 New
Luther King Capital Management (LKCM)
289
Luther King Capital Management (LKCM)
Texas
$727K
PIP
290
Peachtree Investment Partners
Florida
$718K +$705K +7,705 New
CL
291
CPWM LLC
Washington
$717K +$47.4K +518 +7%
TCOV
292
Trust Company of Vermont
Vermont
$713K -$71.9K -786 -9%
NL
293
NWAM LLC
Washington
$711K +$698K +7,628 New
SFG
294
SNS Financial Group
Minnesota
$702K -$13.8K -151 -2%
FWM
295
Frontier Wealth Management
Missouri
$699K +$686K +7,497 New
KCM
296
Kanawha Capital Management
Virginia
$694K +$265K +2,900 +64%
EPWM
297
Essex Private Wealth Management
Massachusetts
$691K +$680K +7,425 New
FHA
298
Flagship Harbor Advisors
Massachusetts
$678K +$115K +1,255 +21%
JIC
299
Joel Isaacson & Co
New York
$675K
MWC
300
MKD Wealth Coaches
Michigan
$669K +$38.2K +417 +6%