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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
426
Avidian Wealth Enterprises
Texas
$644K
IGWM
427
ICA Group Wealth Management
Colorado
$641K +$528K +6,933 +438%
KFS
428
Kelly Financial Services
Massachusetts
$641K -$23.5K -309 -4%
ACM
429
Alamar Capital Management
California
$640K +$289K +3,797 +81%
GC
430
Grimes & Company
Massachusetts
$638K
RIG
431
Ramiah Investment Group
Wisconsin
$635K -$77.6K -1,019 -11%
KPWS
432
Kestra Private Wealth Services
Texas
$634K +$110K +1,441 +21%
CA
433
CGN Advisors
Kansas
$628K +$188K +2,470 +42%
BCM
434
Becker Capital Management
Oregon
$627K
FIA
435
Foundations Investment Advisors
Arizona
$621K +$374K +4,908 +147%
EAM
436
Evanson Asset Management
California
$619K +$86.5K +1,136 +16%
SRSA
437
S.R. Schill & Associates
Washington
$619K
SEP
438
Southland Equity Partners
Missouri
$611K +$228 +3 +0%
NWM
439
Northwest Wealth Management
Iowa
$609K -$8.45K -111 -1%
RI
440
Ridgewood Investments
New Jersey
$606K +$48.1K +631 +8%
M
441
MOTCO
Texas
$604K +$611K +8,026 New
SWA
442
Sax Wealth Advisors
New Jersey
$601K +$9.06K +119 +2%
PFO
443
Pathstone Family Office
New Jersey
$586K +$42.9K +563 +8%
Luther King Capital Management (LKCM)
444
Luther King Capital Management (LKCM)
Texas
$573K
CAM
445
Cresset Asset Management
Illinois
$572K +$193K +2,534 +50%
SW
446
SVB Wealth
Massachusetts
$568K -$992K -13,025 -63%
CD
447
Chapin Davis
Maryland
$565K
SW
448
StrongBox Wealth
Missouri
$565K -$306K -4,019 -35%
SWG
449
Summit Wealth Group
Vermont
$563K +$560K +7,359 +5,661%
SCG
450
Sonata Capital Group
Washington
$561K -$35.3K -463 -6%