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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
501
Shufro Rose & Co
New York
$230K -$227K -2,500 -49%
MFW
502
Mosaic Family Wealth
Missouri
$228K -$19.6K -216 -8%
CWS
503
Cypress Wealth Services
California
$228K
RFC
504
Regions Financial Corp
Alabama
$228K
APW
505
Austin Private Wealth
Texas
$227K
VFA
506
Valeo Financial Advisors
Indiana
$227K +$138K +1,523 +148%
KIG
507
Kowal Investment Group
Wisconsin
$226K -$4.9K -54 -2%
CCA
508
Cobblestone Capital Advisors
New York
$226K
RFA
509
Reilly Financial Advisors
California
$226K +$91 +1 +0%
MWP
510
Meridian Wealth Partners
Pennsylvania
$224K -$6.27K -69 -3%
MECA
511
Miller Equity Capital Advisors
Texas
$224K +$3.63K +40 +2%
WA
512
Wealth Architects
California
$223K
KFA
513
Kelleher Financial Advisors
New York
$223K +$229K +2,520 New
RMDI
514
R.M. Davis Inc
Maine
$220K -$15K -165 -6%
Bank of Montreal
515
Bank of Montreal
Ontario, Canada
$218K -$17.2M -189,715 -99%
VNA
516
Valley National Advisers
Pennsylvania
$216K -$195K -2,144 -47%
BAMG
517
Brand Asset Management Group
Missouri
$216K -$98.4K -1,084 -31%
AFP
518
Ausdal Financial Partners
Iowa
$213K -$132K -1,454 -38%
FFA
519
First Foundation Advisors
California
$213K -$6.63K -73 -3%
KPWG
520
KFA Private Wealth Group
Virginia
$212K +$91 +1 +0%
IA
521
IFG Advisors
Missouri
$210K +$215K +2,372 New
Manulife (Manufacturers Life Insurance)
522
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208K -$1.97M -21,651 -90%
BC
523
Burney Company
Virginia
$207K +$91 +1 +0%
RIM
524
Rockbridge Investment Management
New York
$206K -$3.9K -43 -2%
AGA
525
Arkos Global Advisors
Texas
$206K