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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
376
Resource Planning Group
Georgia
$714K -$27.5K -371 -4%
SJIA
377
St. James Investment Advisors
New York
$707K +$24.5K +330 +4%
CWA
378
Canvas Wealth Advisors
Kansas
$705K -$26.4K -356 -4%
FWIA
379
Fort Washington Investment Advisors
Ohio
$700K -$209K -2,827 -23%
NPP
380
New Potomac Partners
Maryland
$698K +$30.2K +408 +5%
LC
381
LCNB Corp
Ohio
$683K – – –
RIG
382
Ramiah Investment Group
Wisconsin
$672K +$38.5K +520 +6%
IFG
383
Independent Financial Group
California
$669K -$79.5K -1,073 -11%
FFP
384
FourThought Financial Partners
Florida
$669K +$667K +9,002 New
HWA
385
HHM Wealth Advisors
Tennessee
$668K – – –
GWM
386
GSB Wealth Management
Connecticut
$668K +$55.4K +747 +9%
BFG
387
Bleakley Financial Group
New Jersey
$666K +$664K +8,963 New
CAMG
388
CWA Asset Management Group
Florida
$663K +$7.19K +97 +1%
ATPW
389
Ashton Thomas Private Wealth
Arizona
$662K -$135K -1,816 -17%
BWM
390
Boyd Wealth Management
California
$645K -$49.9K -674 -7%
HGWM
391
Horst & Graben Wealth Management
Oregon
$642K -$233K -3,138 -27%
AIM
392
Allen Investment Management
New York
$640K – – –
AWE
393
Avidian Wealth Enterprises
Texas
$637K +$10.3K +139 +2%
LFA
394
LGT Financial Advisors
Texas
$631K +$629K +8,484 New
WLIM
395
White Lighthouse Investment Management
Massachusetts
$628K -$145K -1,955 -19%
KFP
396
KMG Fiduciary Partners
Ohio
$627K +$625K +8,441 New
PIMG
397
Patriot Investment Management Group
Tennessee
$625K -$12.6K -170 -2%
MPIA
398
Mountain Pacific Investment Advisers
Idaho
$619K – – –
AA
399
Ancora Advisors
Ohio
$619K -$71.7K -967 -10%
NWM
400
Northwest Wealth Management
Iowa
$618K -$1.26K -17 -0.2%
14 15
16
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