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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
401
Naples Global Advisors
Florida
$351K +$351K +3,753 New
WAM
402
Weatherly Asset Management
California
$348K – – –
MPIA
403
Mountain Pacific Investment Advisers
Idaho
$346K +$24.6K +263 +8%
AFP
404
Ausdal Financial Partners
Iowa
$345K +$346K +3,691 New
TCM
405
Traynor Capital Management
Pennsylvania
$343K -$23.1K -247 -6%
FMW
406
Farr Miller & Washington
District of Columbia
$343K – – –
AP
407
Adero Partners
California
$341K – – –
CC
408
Courier Capital
New York
$335K -$23.4K -250 -7%
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$333K -$71.9K -768 -18%
CSIC
410
Clifford Swan Investment Counsel
California
$326K +$93.7K +1,000 +40%
DP
411
Dearborn Partners
Illinois
$323K +$9.37K +100 +3%
CH
412
Canton Hathaway
Rhode Island
$320K +$320K +3,418 New
BBA
413
BLB&B Advisors
Pennsylvania
$316K – – –
TC
414
TownSquare Capital
Utah
$315K +$47.6K +508 +18%
RA
415
RFG Advisory
Alabama
$313K -$5.71K -61 -2%
JPLA
416
Joseph P. Lucia & Associates
New York
$313K +$7.49K +80 +2%
MWA
417
Martel Wealth Advisors
Washington
$310K -$3.37K -36 -1%
JCM
418
Jacobi Capital Management
Pennsylvania
$305K +$105K +1,118 +52%
FAT
419
First American Trust
California
$303K – – –
FM
420
Foster & Motley
Ohio
$301K – – –
KPWS
421
Kestra Private Wealth Services
Texas
$301K +$301K +3,219 New
BPA
422
Beacon Pointe Advisors
California
$298K +$5.25K +56 +2%
PJSIMP
423
P.J. Schmidt Investment Management (PJS)
Wisconsin
$296K +$297K +3,176 New
NCM
424
Neumann Capital Management
California
$293K +$80.2K +856 +38%
CAMG
425
CWA Asset Management Group
Florida
$290K +$291K +3,104 New
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