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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$650K -$1.32M -15,590 -66%
PIMG
402
Patriot Investment Management Group
Tennessee
$646K -$47.5K -562 -7%
SFS
403
Security Financial Services
Indiana
$640K +$169K +2,002 +34%
RPWA
404
Regent Peak Wealth Advisors
Georgia
$639K -$18.7K -222 -3%
AWE
405
Avidian Wealth Enterprises
Texas
$639K +$659K +7,799 New
MGIA
406
Moneta Group Investment Advisors
Missouri
$637K -$161K -1,912 -20%
CCM
407
Coldstream Capital Management
Washington
$635K -$48.6K -575 -7%
IF
408
Insight Folios
North Carolina
$631K -$142K -1,681 -18%
FPCG
409
Forum Private Client Group
Indiana
$625K +$644K +7,625 New
GSWM
410
Golden State Wealth Management
California
$624K +$1.69K +20 +0.3%
Qube Research & Technologies (QRT)
411
Qube Research & Technologies (QRT)
United Kingdom
$623K -$128K -1,515 -17%
BF
412
BOK Financial
Oklahoma
$623K
3LCM
413
3D/L Capital Management
Connecticut
$622K +$147K +1,745 +30%
MWM
414
Maripau Wealth Management
Indiana
$613K +$20.8K +246 +3%
CBOR
415
Community Bank of Raymore
Missouri
$606K +$625K +7,400 New
IGWM
416
ICA Group Wealth Management
Colorado
$606K +$656K +7,769 New
BCI
417
Brinker Capital Investments
Pennsylvania
$601K -$10.5K -124 -2%
KCM
418
Kanawha Capital Management
Virginia
$593K -$127K -1,500 -17%
RPCA
419
Running Point Capital Advisors
California
$593K -$80.2K -950 -12%
OFS
420
Orrstown Financial Services
Pennsylvania
$592K
CHA
421
Carmichael Hill & Associates
Maryland
$591K +$116K +1,369 +23%
EAM
422
Evanson Asset Management
California
$584K +$84 +1 +0%
EHC
423
Everett Harris & Co
California
$579K
SWA
424
Stratos Wealth Advisors
Ohio
$577K +$595K +7,048 New
SAM
425
S.A. Mason
Michigan
$574K -$2.11K -25 -0.4%