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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
501
Carl P. Sherr & Co
Massachusetts
$244K -$9.05K -100 -4%
DHFB
502
Dixon Hubard Feinour & Brown
Virginia
$243K -$124K -1,371 -33%
SFP
503
Strategic Financial Partners
Oregon
$243K -$14.5K -160 -6%
RFA
504
Reilly Financial Advisors
California
$243K +$15K +166 +6%
SWM
505
SeaCrest Wealth Management
New York
$242K – – –
MA
506
MUFG Americas
New York
$242K +$76.4K +844 +45%
DCM
507
Dimension Capital Management
Florida
$239K – – –
PCS
508
Personal CFO Solutions
New Jersey
$238K +$543 +6 +0.2%
BFC
509
Bedel Financial Consulting
Indiana
$238K +$1.18K +13 +0.5%
WA
510
Wealth Architects
California
$238K +$13.6K +150 +6%
PJSIMP
511
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237K -$45.3K -500 -16%
ACA
512
Atlas Capital Advisors
Wyoming
$235K +$31.1K +344 +15%
RW
513
Rede Wealth
Virginia
$233K +$236K +2,608 New
KIG
514
Kowal Investment Group
Wisconsin
$231K +$1.27K +14 +0.5%
MECA
515
Miller Equity Capital Advisors
Texas
$229K -$906 -10 -0.4%
MFW
516
Mosaic Family Wealth
Missouri
$229K – – –
APW
517
Austin Private Wealth
Texas
$228K – – –
CCA
518
Cobblestone Capital Advisors
New York
$228K – – –
MYIA
519
Mount Yale Investment Advisors
Colorado
$227K +$230K +2,540 New
BWM
520
Birchcreek Wealth Management
Ohio
$226K -$26.8K -296 -10%
KFA
521
Kelleher Financial Advisors
New York
$225K – – –
ACP
522
Aveo Capital Partners
Colorado
$225K +$228K +2,514 New
GWM
523
Greenwich Wealth Management
Connecticut
$224K +$226K +2,500 New
MWM
524
Merriman Wealth Management
Washington
$223K +$19.6K +216 +9%
CWS
525
Cypress Wealth Services
California
$222K -$8.24K -91 -4%
19 20
21
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