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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
401
Forvis Mazars Wealth Advisors
Missouri
$615K -$757K -10,220 -55%
GRP
402
Global Retirement Partners
California
$612K +$64.5K +870 +12%
SRSA
403
S.R. Schill & Associates
Washington
$611K +$80.2K +1,082 +15%
WIA
404
World Investment Advisors
California
$609K -$9.11K -123 -1%
ATC
405
Argent Trust Co
Tennessee
$608K -$59.3K -800 -9%
SEP
406
Southland Equity Partners
Missouri
$608K -$161K -2,169 -21%
GFPC
407
Global Financial Private Client
Florida
$605K -$439K -5,926 -42%
OWA
408
One Wealth Advisors
California
$605K +$603K +8,141 New
SFS
409
Security Financial Services
Indiana
$605K +$12.9K +174 +2%
3LCM
410
3D/L Capital Management
Connecticut
$598K +$8.97K +121 +2%
SCG
411
Sonata Capital Group
Washington
$593K -$4.89K -66 -0.8%
Luther King Capital Management (LKCM)
412
Luther King Capital Management (LKCM)
Texas
$581K
RFC
413
Regions Financial Corp
Alabama
$576K -$36.6K -494 -6%
WRPWM
414
Werba Rubin Papier Wealth Management
California
$574K +$572K +7,722 New
BF
415
BOK Financial
Oklahoma
$573K +$8.52K +115 +2%
SWA
416
Sax Wealth Advisors
New Jersey
$567K -$210K -2,835 -27%
CHA
417
Carmichael Hill & Associates
Maryland
$563K -$18K -243 -3%
MWM
418
Meridian Wealth Management
Kentucky
$562K -$198K -2,667 -26%
IWM
419
IHT Wealth Management
Illinois
$560K +$5.33K +72 +1%
KFS
420
Kelly Financial Services
Massachusetts
$554K -$4.3K -58 -0.8%
BCI
421
Brinker Capital Investments
Pennsylvania
$545K
PFO
422
Pathstone Family Office
New Jersey
$545K +$544K +7,336 New
AC
423
Anson Capital
Georgia
$544K -$180K -2,434 -25%
HI
424
Harbour Investments
Wisconsin
$543K -$114K -1,534 -17%
CAGAS
425
Capital Advisory Group Advisory Services
Minnesota
$537K -$42.1K -568 -7%