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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
401
Hardy Reed
Mississippi
$784K -$82.6K -1,085 -9%
RFC
402
Regions Financial Corp
Alabama
$783K -$186K -2,437 -19%
GRP
403
Global Retirement Partners
California
$772K – – –
NPP
404
New Potomac Partners
Maryland
$768K +$15.1K +198 +2%
HIGP
405
Hill Investment Group Partners
Missouri
$765K – – –
OWA
406
One Wealth Advisors
California
$763K +$130K +1,709 +20%
RA
407
RFG Advisory
Alabama
$756K +$261K +3,427 +52%
RWP
408
RWA Wealth Partners
Massachusetts
$744K -$239K -3,134 -24%
MW
409
Marcum Wealth
Ohio
$743K -$29.8K -391 -4%
PPW
410
Pasadena Private Wealth
California
$733K +$742K +9,748 New
MWM
411
Maripau Wealth Management
Indiana
$728K -$3.5K -46 -0.5%
IFG
412
Independent Financial Group
California
$721K +$43.9K +576 +6%
GWM
413
GSB Wealth Management
Connecticut
$720K +$97.9K +1,285 +15%
ASN
414
Advisory Services Network
Georgia
$717K +$23.2K +304 +3%
WLIM
415
White Lighthouse Investment Management
Massachusetts
$679K +$70.2K +922 +11%
FFP
416
FourThought Financial Partners
Florida
$677K – – –
HWA
417
HHM Wealth Advisors
Tennessee
$676K – – –
BFO
418
Boston Family Office
Massachusetts
$674K -$48.4K -636 -7%
MIM
419
Moseley Investment Management
Florida
$674K +$205K +2,698 +43%
NG
420
Northstar Group
New York
$673K -$38.1K -500 -5%
KA
421
Kovack Advisors
Florida
$655K -$25.1K -329 -4%
FWIA
422
Fort Washington Investment Advisors
Ohio
$652K -$57.1K -750 -8%
WRPWM
423
Werba Rubin Papier Wealth Management
California
$648K +$69.6K +914 +12%
AIM
424
Allen Investment Management
New York
$648K – – –
CAMG
425
CWA Asset Management Group
Florida
$646K +$5.56K +73 +0.9%
15 16
17
18 19