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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
351
Caliber Wealth Management (Kansas)
Kansas
$2.56M -$20.9K -274 -0.8%
BTIM
352
BancFirst Trust & Investment Management
Oklahoma
$2.55M +$242K +3,171 +11%
WRPWM
353
Werba Rubin Papier Wealth Management
California
$2.54M +$56.1K +736 +2%
AFP
354
Ausdal Financial Partners
Iowa
$2.53M +$20.1K +264 +0.8%
MC
355
Matisse Capital
Oregon
$2.53M – – –
PWS
356
Physician Wealth Solutions
Nevada
$2.47M -$248K -3,251 -9%
RWS
357
Retirement Wealth Solutions
Wisconsin
$2.4M -$82.6K -1,085 -3%
BOH
358
Bank of Hawaii
Hawaii
$2.32M +$95.4K +1,253 +4%
WTFG
359
Wells Trecaso Financial Group
Ohio
$2.32M +$61K +801 +3%
AA
360
Advisory Alpha
Michigan
$2.3M -$112K -1,466 -5%
LIA
361
Lynx Investment Advisory
District of Columbia
$2.26M +$16.7K +219 +0.8%
PWM
362
Provident Wealth Management
Tennessee
$2.23M -$74.1K -973 -3%
BFO
363
Boston Family Office
Massachusetts
$2.22M -$964K -12,659 -31%
DFP
364
Defined Financial Planning
California
$2.22M +$2.22M +29,095 New
IC
365
IEQ Capital
California
$2.2M -$78.2K -1,027 -3%
HI
366
Harbour Investments
Wisconsin
$2.17M +$99K +1,300 +5%
WHG
367
Westwood Holdings Group
Texas
$2.16M -$98.5K -1,293 -4%
SAI
368
Savvy Advisors Inc
New York
$2.15M -$1.33M -17,428 -39%
JWA
369
JFS Wealth Advisors
Pennsylvania
$2.14M – – –
CFGF
370
Compass Financial Group (Florida)
Florida
$2.09M +$4.95K +65 +0.2%
BRWA
371
B. Riley Wealth Advisors
Florida
$2.07M -$2.24M -29,473 -52%
BP
372
Ballentine Partners
Massachusetts
$2.06M -$91.3K -1,199 -4%
SIA
373
Strategic Investment Advisors
Michigan
$2.05M -$90.8K -1,192 -4%
BHWM
374
Beaird Harris Wealth Management
Texas
$2.05M -$49K -643 -2%
NB
375
NBT Bank
New York
$2.04M -$71.6K -940 -3%
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