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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
476
Whittier Trust
California
$14K – – –
PFO
477
Pathstone Family Office
New Jersey
$13K +$12.8K +144 New
ME
478
McIlrath & Eck
Washington
$11K – – –
HPC
479
HM Payson & Co
Maine
$10K -$5.77K -65 -38%
TFGT
480
TS Financial Group (TSFG)
Illinois
$10K – – –
CHA
481
Carmichael Hill & Associates
Maryland
$7K +$6.83K +77 New
VRM
482
Vectors Research Management
New York
$6K – – –
ETI
483
Enterprise Trust & Investment
California
$4K – – –
LB
484
Legacy Bridge
Iowa
$4K – – –
AW
485
Avion Wealth
Texas
$4K +$3.64K +41 New
AWA
486
Arkadios Wealth Advisors
Georgia
$2.94K – – –
CFN
487
Cordasco Financial Network
Florida
$2K – – –
SMFS
488
Squar Milner Financial Services
California
$2K – – –
WFMPM
489
Woodley Farra Manion Portfolio Management
Indiana
$2K – – –
KFI
490
Key Financial Inc
Pennsylvania
$2K +$2.13K +24 New
SFSG
491
Stearns Financial Services Group
North Carolina
$2K +$2.22K +25 New
BWM
492
Baystate Wealth Management
Massachusetts
$1K +$710 +8 New
NEIRG
493
New England Investment & Retirement Group
Massachusetts
$1K +$1.06K +12 New
RFM
494
Royal Fund Management
Florida
$1K +$1.15K +13 New
CFG
495
Citizens Financial Group
Rhode Island
$1K +$1.33K +15 New
FDCDDQ
496
Federation des caisses Desjardins du Quebec
Quebec, Canada
$536 – – –
WQ
497
Wealth Quarterback
New Jersey
$18 – – –
WIM
498
Westside Investment Management
California
$4 +$4.52K +51 New
MWM
499
Merriman Wealth Management
Washington
– -$7.87M -90,214 Closed
AI
500
Atria Investments
North Carolina
– -$5.32M -61,026 Closed
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