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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
451
CGN Advisors
Kansas
$1.5M -$15.4K -198 -1%
ATC
452
Argent Trust Co
Tennessee
$1.5M +$310K +3,988 +26%
CT
453
Caldwell Trust
Florida
$1.49M +$237K +3,040 +19%
SP
454
Successful Portfolios
Florida
$1.49M +$595K +7,638 +66%
STA
455
Shade Tree Advisors
New York
$1.49M – – –
GWMIA
456
Global Wealth Management Investment Advisory
Florida
$1.48M -$69.7K -895 -4%
TC
457
Truvestments Capital
Florida
$1.45M -$86.6K -1,112 -6%
EAN
458
Excelsior Advisor Network
Colorado
$1.44M +$323K +4,149 +28%
CF
459
Calder Financial
Pennsylvania
$1.43M -$108K -1,386 -7%
IFG
460
Independent Financial Group
California
$1.43M +$234K +3,009 +19%
TPW
461
Talon Private Wealth
Florida
$1.42M +$1.43M +18,395 New
PIFP
462
Partners in Financial Planning
Virginia
$1.4M +$1.48K +19 +0.1%
NFC
463
Northstar Financial Companies
Pennsylvania
$1.4M +$100K +1,290 +8%
EAM
464
Evanson Asset Management
California
$1.39M -$2.96K -38 -0.2%
BWM
465
BAM Wealth Management
Colorado
$1.38M -$80K -1,028 -5%
GWMR
466
GC Wealth Management RIA
Massachusetts
$1.37M +$70K +899 +5%
FL
467
FreeGulliver LLC
Louisiana
$1.37M +$1.38M +17,760 New
PSA
468
Plum Street Advisors
Louisiana
$1.36M – – –
RIL
469
Rothschild Investment LLC
Illinois
$1.35M – – –
KWM
470
KRM Wealth Management
Nevada
$1.35M -$4.98K -64 -0.4%
BB
471
Busey Bank
Illinois
$1.35M -$95.8K -1,231 -7%
TWA
472
TCI Wealth Advisors
Arizona
$1.34M +$193K +2,479 +17%
TFP
473
TrueWealth Financial Partners
Washington
$1.33M +$1.34M +17,184 New
LFG
474
Larson Financial Group
Missouri
$1.33M -$916K -11,766 -41%
LWPC
475
Legacy Wealth Partners (Colorado)
Colorado
$1.32M +$117K +1,508 +10%
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