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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Stockman Wealth Management
Montana
$412K +$108K +1,422 +36%
CFAM
477
Center For Asset Management
Florida
$409K -$27.3K -360 -6%
TC
478
Trilogy Capital
California
$403K +$6.36K +84 +2%
AssetMark Inc
479
AssetMark Inc
California
$393K -$1.59K -21 -0.4%
PTC
480
Private Trust Company
Ohio
$392K +$76.3K +1,007 +25%
TCOV
481
Trust Company of Vermont
Vermont
$392K -$71.9K -949 -16%
MAWCM
482
Mine & Arao Wealth Creation & Management
California
$390K -$7.2K -95 -2%
FFBTD
483
First Financial Bank - Trust Division
Ohio
$390K
CAM
484
Cresset Asset Management
Illinois
$389K +$384K +5,073 New
SWP
485
Stratos Wealth Partners
Ohio
$383K -$862K -11,383 -70%
FNBOO
486
First National Bank of Omaha
Nebraska
$378K
CT
487
Caldwell Trust
Florida
$378K +$373K +4,920 New
GIA
488
Gladstone Institutional Advisory
Florida
$368K +$364K +4,800 New
JIC
489
Joel Isaacson & Co
New York
$368K
BBWP
490
Beacon Bridge Wealth Partners
Pennsylvania
$365K -$693K -9,146 -66%
ACM
491
Alamar Capital Management
California
$361K
SRG
492
SBB Research Group
Illinois
$360K +$356K +4,696 New
CCG
493
Cypress Capital Group
Florida
$359K
AMBIA
494
Allen Mooney & Barnes Investment Advisors
Georgia
$357K -$682 -9 -0.2%
FHA
495
Flagship Harbor Advisors
Massachusetts
$357K -$909 -12 -0.3%
CBFP
496
Cedar Brook Financial Partners
Ohio
$355K +$1.82K +24 +0.5%
EE
497
EWG Elevate
California
$355K +$25.8K +340 +8%
USCWA
498
U.S. Capital Wealth Advisors
Texas
$354K -$668K -8,826 -66%
PWM
499
Perigon Wealth Management
California
$353K +$28.2K +372 +9%
DFG
500
Delta Financial Group
New Jersey
$353K -$46.2K -610 -12%