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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
501
B. Riley Wealth Management
Tennessee
$357K +$3.46K +39 +1%
DBT
502
Dubuque Bank & Trust
Iowa
$355K – – –
WIP
503
WealthCare Investment Partners
Rhode Island
$352K +$357K +4,020 New
LSPW
504
Lake Street Private Wealth
Illinois
$351K -$3.1K -35 -0.9%
HCP
505
Holt Capital Partners
Texas
$346K – – –
TTWM
506
TCV Trust & Wealth Management
Virginia
$344K -$13.8K -155 -4%
CSIC
507
Clifford Swan Investment Counsel
California
$336K -$11K -124 -3%
GT
508
Greenleaf Trust
Michigan
$336K +$340K +3,833 New
BSWA
509
Bromfield Sneider Wealth Advisors
Massachusetts
$336K +$341K +3,839 New
MIH
510
Meitav Investment House
Israel
$331K -$131K -1,479 -28%
PFGIA
511
Patriot Financial Group Insurance Agency
Massachusetts
$331K -$40.6K -458 -11%
NAS
512
Nicolet Advisory Services
Wisconsin
$331K -$89 -1 -0%
WAM
513
Weatherly Asset Management
California
$327K – – –
BFG
514
Berger Financial Group
Minnesota
$325K -$94.1K -1,061 -22%
DP
515
Dearborn Partners
Illinois
$325K – – –
MECA
516
Miller Equity Capital Advisors
Texas
$322K +$98.9K +1,115 +43%
SF
517
Symphony Financial
Texas
$318K +$2.75K +31 +0.9%
MCC
518
Money Concepts Capital
Florida
$317K +$321K +3,622 New
LIM
519
Loudon Investment Management
New Hampshire
$316K -$115K -1,300 -26%
MYIA
520
Mount Yale Investment Advisors
Colorado
$313K +$91.4K +1,030 +41%
UCB
521
United Community Bank
South Carolina
$312K +$316K +3,565 New
BRC
522
Bell Rock Capital
Delaware
$312K +$318K +3,579 New
GWM
523
Greenwich Wealth Management
Connecticut
$307K +$88.7K +1,000 +40%
PCG
524
Prosperity Consulting Group
Maryland
$307K +$318K +3,586 New
IWM
525
IHT Wealth Management
Illinois
$304K -$302K -3,407 -50%
19 20
21
22 23