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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
401
Smith Partners Wealth Management
North Carolina
$2.25M -$422K -5,419 -16%
PG
402
Patten Group
Tennessee
$2.24M -$83.9K -1,078 -4%
PA
403
Parallel Advisors
California
$2.23M +$417K +5,352 +23%
CFGF
404
Compass Financial Group (Florida)
Florida
$2.22M -$27.1K -348 -1%
UCB
405
United Community Bank
South Carolina
$2.2M +$2.22M +28,456 New
AFA
406
Amicus Financial Advisors
Texas
$2.17M +$157K +2,018 +8%
IC
407
IEQ Capital
California
$2.15M -$778 -10 -0%
BCG
408
Breakwater Capital Group
New Jersey
$2.15M +$111K +1,429 +5%
PWM
409
Provident Wealth Management
Tennessee
$2.12M -$65.9K -846 -3%
MFT
410
Moisand Fitzgerald Tamayo
Florida
$2.11M -$176K -2,256 -8%
GSEP
411
Golden State Equity Partners
California
$2.1M +$1.34M +17,209 +172%
BEI
412
Benjamin Edwards Inc
Missouri
$2.1M +$190K +2,442 +10%
PWS
413
Physician Wealth Solutions
Nevada
$2.07M -$290K -3,721 -12%
BBA
414
BLB&B Advisors
Pennsylvania
$2.06M +$178K +2,291 +9%
SC
415
SouthState Corp
Florida
$2.05M +$1.91M +24,485 +1,181%
FHC
416
First Horizon Corporation
Tennessee
$2.04M +$75.7K +973 +4%
BRPW
417
Ballast Rock Private Wealth
South Carolina
$2M +$449K +5,773 +29%
GWM
418
Greenline Wealth Management
Florida
$2M +$515K +6,611 +34%
SWA
419
Stratos Wealth Advisors
Ohio
$1.98M +$151K +1,938 +8%
SMWM
420
Silvia McColl Wealth Management
California
$1.97M -$38.8K -499 -2%
CSPIA
421
Cary Street Partners Investment Advisory
Virginia
$1.97M +$593K +7,616 +42%
DWM
422
Dopkins Wealth Management
New York
$1.94M +$64.5K +828 +3%
CFS
423
CGC Financial Services
Oregon
$1.89M +$274K +3,514 +17%
WRPWM
424
Werba Rubin Papier Wealth Management
California
$1.87M +$357K +4,584 +23%
FWP
425
Fiduciary Wealth Partners
Massachusetts
$1.86M -$8.06M -103,519 -81%