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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
376
Boston Family Office
Massachusetts
$761K +$120K +1,427 +18%
Lido Advisors
377
Lido Advisors
California
$757K +$26.7K +316 +4%
HWA
378
HHM Wealth Advisors
Tennessee
$751K
MWM
379
Meridian Wealth Management
Kentucky
$748K +$343K +4,064 +80%
LC
380
LCNB Corp
Ohio
$747K -$355K -4,200 -32%
FF
381
FourThought Financial
Florida
$737K
LWAC
382
Laurel Wealth Advisors (California)
California
$716K -$88.5K -1,048 -11%
SIA
383
Schechter Investment Advisors
Michigan
$709K +$10.3K +122 +1%
CTC
384
Central Trust Company
Missouri
$707K -$44.9K -532 -6%
GWM
385
GSB Wealth Management
Connecticut
$705K +$217K +2,566 +42%
MAM
386
Marquette Asset Management
Minnesota
$704K -$17.2M -203,257 -96%
AA
387
Ancora Advisors
Ohio
$700K -$77.1K -913 -10%
TCOV
388
Trust Company of Vermont
Vermont
$697K -$342K -4,052 -32%
BONH
389
Bank of New Hampshire
New Hampshire
$696K +$12.7K +150 +2%
OWA
390
Outlook Wealth Advisors
Texas
$694K +$15.7K +186 +2%
CIC
391
Cutler Investment Counsel
Oregon
$686K +$9.46K +112 +1%
MPIA
392
Mountain Pacific Investment Advisers
Idaho
$682K +$307K +3,636 +77%
FWM
393
Frontier Wealth Management
Missouri
$674K -$239K -2,834 -25%
HWM
394
HB Wealth Management
Georgia
$673K -$46.5K -551 -6%
PFC
395
Poplar Forest Capital
California
$673K
PD
396
Planning Directions
Pennsylvania
$671K -$912K -10,800 -57%
SCG
397
Sonata Capital Group
Washington
$659K -$33.8K -400 -5%
CSPAM
398
Cary Street Partners Asset Management
Virginia
$658K -$14M -166,339 -95%
BAMG
399
Brand Asset Management Group
Missouri
$655K +$675K +8,000 New
Luther King Capital Management (LKCM)
400
Luther King Capital Management (LKCM)
Texas
$654K