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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
SeaCrest Wealth Management
New York
$237K -$90.8K -970 -28%
VAM
452
Verity Asset Management
North Carolina
$237K +$237K +2,530 New
MFW
453
Mosaic Family Wealth
Missouri
$235K – – –
WA
454
Wealth Architects
California
$235K +$235K +2,510 New
NEWAS
455
N.E.W. Advisory Services
Wisconsin
$234K -$96.7K -1,033 -29%
MIS
456
Morningstar Investment Services
Illinois
$234K +$23.5K +251 +11%
VCM
457
Virtue Capital Management
Tennessee
$233K +$233K +2,493 New
RFA
458
Reilly Financial Advisors
California
$228K +$187 +2 +0.1%
FFA
459
First Foundation Advisors
California
$225K – – –
ESB
460
Essex Savings Bank
Connecticut
$223K +$18.1K +193 +9%
WIM
461
Weitz Investment Management
Nebraska
$222K – – –
RIM
462
Rockbridge Investment Management
New York
$221K – – –
PPP
463
Private Portfolio Partners
New Jersey
$220K +$220K +2,349 New
AGA
464
Arkos Global Advisors
Texas
$217K – – –
MECA
465
Miller Equity Capital Advisors
Texas
$217K – – –
WWM
466
Western Wealth Management
Colorado
$217K +$562 +6 +0.3%
RFN
467
RDA Financial Network
Iowa
$212K +$281 +3 +0.1%
HAS
468
HBW Advisory Services
California
$211K +$212K +2,261 New
SIS
469
SVB Investment Services
Utah
$208K – – –
APP
470
Avantax Planning Partners
Iowa
$208K +$187 +2 +0.1%
SWIG
471
Strategic Wealth Investment Group
Kentucky
$208K +$375 +4 +0.2%
CAM
472
Concorde Asset Management
Michigan
$207K -$36.4K -389 -15%
MBTD
473
Mechanics Bank - Trust Department
California
$205K – – –
TCM
474
Tandem Capital Management
New Jersey
$202K +$203K +2,165 New
RCAG
475
Rehmann Capital Advisory Group
Michigan
$201K +$201K +2,149 New
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