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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
451
STALEY CAPITAL ADVISERS
Pennsylvania
$342K – – –
SLG
452
Stanley-Laman Group
Pennsylvania
$342K +$999 +11 +0.3%
BST
453
Bath Savings Trust
Maine
$341K +$78.9K +869 +29%
CHA
454
Cooper/Haims Advisors
New York
$340K +$348K +3,829 New
WAM
455
Weatherly Asset Management
California
$331K – – –
AP
456
Adero Partners
California
$331K +$7.63K +84 +2%
DP
457
Dearborn Partners
Illinois
$329K +$22.7K +250 +7%
1WA
458
180 Wealth Advisors
Washington
$326K -$49.9K -550 -13%
DIP
459
DT Investment Partners
Pennsylvania
$326K +$334K +3,675 New
EE
460
EWG Elevate
California
$321K +$90K +991 +38%
OIA
461
Optimum Investment Advisors
Illinois
$319K -$213K -2,350 -39%
PFG
462
Pacific Financial Group
Washington
$313K +$2.09K +23 +0.7%
AWA
463
Arkadios Wealth Advisors
Georgia
$313K +$197K +2,166 +158%
CC
464
Courier Capital
New York
$310K -$4.63K -51 -1%
CSIC
465
Clifford Swan Investment Counsel
California
$310K – – –
SF
466
Symphony Financial
Texas
$308K +$9.54K +105 +3%
CH
467
Canton Hathaway
Rhode Island
$303K – – –
SIC
468
Salem Investment Counselors
North Carolina
$302K -$11K -121 -3%
MWA
469
Martel Wealth Advisors
Washington
$300K +$999 +11 +0.3%
KF
470
Krilogy Financial
Missouri
$298K +$3.27K +36 +1%
FMW
471
Farr Miller & Washington
District of Columbia
$296K -$12.3K -135 -4%
KM
472
Kalos Management
Georgia
$290K -$8.63K -95 -3%
TCM
473
Traynor Capital Management
Pennsylvania
$283K -$43.3K -477 -13%
PJSIMP
474
P.J. Schmidt Investment Management (PJS)
Wisconsin
$283K – – –
LSPW
475
Lake Street Private Wealth
Illinois
$283K +$90.4K +995 +45%
17 18
19
20 21