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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
476
Kestra Private Wealth Services
Texas
$396K +$25.2K +299 +7%
COCM
477
Charter Oak Capital Management
New Hampshire
$395K -$304K -3,600 -43%
FFM
478
Forum Financial Management
Illinois
$393K +$4.98K +59 +1%
FHA
479
Flagship Harbor Advisors
Massachusetts
$391K -$146K -1,725 -27%
EE
480
EWG Elevate
California
$386K +$44.5K +527 +13%
BRC
481
Bell Rock Capital
Delaware
$386K +$106K +1,256 +35%
FPFS
482
First Personal Financial Services
North Carolina
$385K -$9.29K -110 -2%
VFA
483
Valeo Financial Advisors
Indiana
$384K +$929 +11 +0.2%
WFM
484
Wolff Financial Management
Michigan
$383K -$3.29K -39 -0.8%
HGERS
485
Householder Group Estate & Retirement Specialist
Arizona
$379K +$2.87K +34 +0.7%
LA
486
LVW Advisors
New York
$371K +$9.46K +112 +3%
TAM
487
Tocqueville Asset Management
New York
$369K +$380K +4,500 New
WP
488
WealthPLAN Partners
Nebraska
$368K +$9.2K +109 +2%
WIM
489
WealthPlan Investment Management
Nebraska
$368K +$395K +4,683 New
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$363K -$18.8K -223 -5%
SS
491
Sunbelt Securities
Texas
$363K
RMA
492
Roffman Miller Associates
Pennsylvania
$363K +$144K +1,704 +62%
SIC
493
Salem Investment Counselors
North Carolina
$355K +$591 +7 +0.2%
SSCA
494
South Shore Capital Advisors
Massachusetts
$353K +$169 +2 +0%
CAG
495
Compass Advisory Group
New York
$353K +$1.18K +14 +0.3%
BST
496
Bath Savings Trust
Maine
$352K -$112K -1,332 -24%
LIM
497
Leavell Investment Management
Alabama
$352K
WWM
498
Windsor Wealth Management
Indiana
$340K
VWA
499
Visionary Wealth Advisors
Illinois
$338K +$131K +1,556 +61%
ACM
500
Alamar Capital Management
California
$334K +$141K +1,675 +70%