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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPWM
326
Essex Private Wealth Management
Massachusetts
$959K -$1M -11,085 -51%
FHA
327
Flagship Harbor Advisors
Massachusetts
$954K
HWA
328
HHM Wealth Advisors
Tennessee
$953K
CGPCS
329
Capital Group Private Client Services
California
$948K +$960K +10,600 New
BPC
330
Banque Pictet & Cie
Switzerland
$927K
HFG
331
Heron Financial Group
New York
$918K +$6.16K +68 +0.7%
PCM
332
Parsons Capital Management
Rhode Island
$914K -$46.2K -510 -5%
WP
333
WealthSource Partners
California
$904K -$123K -1,357 -12%
RPCA
334
Running Point Capital Advisors
California
$894K +$146K +1,615 +19%
RPWA
335
Regent Peak Wealth Advisors
Georgia
$890K -$61.1K -675 -6%
NWM
336
Northwest Wealth Management
Iowa
$882K -$220K -2,432 -20%
LSA
337
Lion Street Advisors
Texas
$879K +$798K +8,812 +881%
Lido Advisors
338
Lido Advisors
California
$867K -$17.7K -196 -2%
TCOV
339
Trust Company of Vermont
Vermont
$860K +$30.5K +337 +4%
CAMG
340
CWA Asset Management Group
Florida
$859K +$25.9K +286 +3%
FA
341
Flagstar Advisors
New York
$858K +$869K +9,597 New
MOS
342
MGO One Seven
Ohio
$849K -$422K -4,661 -33%
FWM
343
Frontier Wealth Management
Missouri
$848K -$114K -1,255 -12%
AA
344
Ancora Advisors
Ohio
$837K +$83.4K +921 +11%
TI
345
tru Independence
Oregon
$836K +$846K +9,346 New
RIG
346
Ramiah Investment Group
Wisconsin
$823K +$100K +1,109 +14%
IF
347
Insight Folios
North Carolina
$817K +$1.54K +17 +0.2%
EAM
348
Evanson Asset Management
California
$812K +$172K +1,902 +27%
TWM
349
TriaGen Wealth Management
California
$811K +$32.9K +363 +4%
LAM
350
LifePro Asset Management
California
$810K +$530K +5,853 +183%