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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
376
Matisse Capital
Oregon
$2.51M – – –
Integrated Wealth Concepts
377
Integrated Wealth Concepts
Massachusetts
$2.51M +$450K +5,751 +22%
RWS
378
Retirement Wealth Solutions
Wisconsin
$2.47M +$33.9K +433 +1%
TWM
379
TSA Wealth Management
Texas
$2.46M -$35.3K -451 -1%
Level Four Advisory Services
380
Level Four Advisory Services
Texas
$2.45M -$137K -1,755 -5%
JFS Wealth Advisors
381
JFS Wealth Advisors
Pennsylvania
$2.41M – – –
Ausdal Financial Partners
382
Ausdal Financial Partners
Iowa
$2.4M -$291K -3,726 -11%
HNH
383
Hopwood Nicholas Hunter
$2.38M +$2.39M +30,622 New
PWS
384
Physician Wealth Solutions
Nevada
$2.38M -$45.3K -579 -2%
RWM
385
Revisor Wealth Management
Ohio
$2.35M -$146K -1,865 -6%
Patten Group
386
Patten Group
Tennessee
$2.35M +$191K +2,446 +9%
Moisand Fitzgerald Tamayo
387
Moisand Fitzgerald Tamayo
Florida
$2.3M -$126K -1,611 -5%
NBC Securities
388
NBC Securities
Alabama
$2.28M +$239K +3,058 +12%
CFGF
389
Compass Financial Group (Florida)
Florida
$2.26M +$148K +1,896 +7%
Larson Financial Group
390
Larson Financial Group
Missouri
$2.25M -$471K -6,019 -17%
PWM
391
Provident Wealth Management
Tennessee
$2.21M -$34K -435 -2%
Beaird Harris Wealth Management
392
Beaird Harris Wealth Management
Texas
$2.19M +$141K +1,804 +7%
Savvy Advisors Inc
393
Savvy Advisors Inc
New York
$2.18M +$74.1K +947 +3%
IEQ Capital
394
IEQ Capital
California
$2.17M -$49.7K -636 -2%
Per Stirling Capital Management
395
Per Stirling Capital Management
Texas
$2.16M +$167K +2,135 +8%
Ballentine Partners
396
Ballentine Partners
Massachusetts
$2.06M +$6.96K +89 +0.3%
Capital Advisors Ltd
397
Capital Advisors Ltd
Ohio
$2.06M +$15.6K +200 +0.8%
Breakwater Capital Group
398
Breakwater Capital Group
New Jersey
$2.06M +$4.93K +63 +0.2%
Raffa Wealth Management
399
Raffa Wealth Management
District of Columbia
$2.04M -$4.3M -55,015 -68%
AFA
400
Amicus Financial Advisors
Texas
$2.04M +$2.04M +26,141 New