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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bleakley Financial Group
401
Bleakley Financial Group
New Jersey
$672K -$16K -211 -2%
Simplicity Solutions
402
Simplicity Solutions
Minnesota
$672K +$663K +8,752 New
AIM
403
Allen Investment Management
New York
$661K – – –
Avidian Wealth Enterprises
404
Avidian Wealth Enterprises
Texas
$657K – – –
LSA
405
Lion Street Advisors
Texas
$655K -$96.9K -1,279 -13%
CWA Asset Management Group
406
CWA Asset Management Group
Florida
$653K -$30.9K -408 -5%
Grimes & Company
407
Grimes & Company
Massachusetts
$651K -$18.3M -242,256 -97%
OWA
408
One Wealth Advisors
California
$648K +$22.6K +298 +4%
World Investment Advisors
409
World Investment Advisors
California
$647K +$17.6K +233 +3%
Becker Capital Management
410
Becker Capital Management
Oregon
$640K +$631K +8,335 New
GWM
411
GSB Wealth Management
Connecticut
$636K -$52.4K -692 -8%
SFS
412
Security Financial Services
Indiana
$633K +$8.94K +118 +1%
SRSA
413
S.R. Schill & Associates
Washington
$631K – – –
NWM
414
Northwest Wealth Management
Iowa
$630K -$8.48K -112 -1%
EP Wealth Advisors
415
EP Wealth Advisors
California
$629K -$10.5M -138,446 -88%
SEP
416
Southland Equity Partners
Missouri
$623K -$4.32K -57 -0.7%
WLIM
417
White Lighthouse Investment Management
Massachusetts
$622K -$26.8K -354 -4%
SCG
418
Sonata Capital Group
Washington
$607K -$4.92K -65 -0.8%
Sax Wealth Advisors
419
Sax Wealth Advisors
New Jersey
$604K +$17.7K +234 +3%
CHA
420
Carmichael Hill & Associates
Maryland
$597K +$15.8K +208 +3%
BWM
421
Boyd Wealth Management
California
$594K -$71.6K -946 -11%
WRPWM
422
Werba Rubin Papier Wealth Management
California
$591K -$1.82K -24 -0.3%
CF
423
Centaurus Financial
California
$588K +$380K +5,019 +190%
PBF
424
Petix & Botte Financial
California
$587K +$580K +7,655 New
Luther King Capital Management (LKCM)
425
Luther King Capital Management (LKCM)
Texas
$584K – – –