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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
501
Dubuque Bank & Trust
Iowa
$332K – – –
KF
502
Krilogy Financial
Missouri
$330K +$110K +1,303 +48%
LSPW
503
Lake Street Private Wealth
Illinois
$329K – – –
SB
504
Simmons Bank
Arkansas
$329K +$339K +4,020 New
WIP
505
WealthCare Investment Partners
Rhode Island
$327K +$5.49K +65 +2%
WPA
506
West Paces Advisors
Georgia
$325K -$33.3K -394 -9%
HCP
507
Holt Capital Partners
Texas
$324K – – –
SLWA
508
San Luis Wealth Advisors
California
$317K +$306K +3,623 New
IA
509
Insight Advisors
Pennsylvania
$316K -$110K -1,308 -25%
TTWM
510
TCV Trust & Wealth Management
Virginia
$315K -$6.75K -80 -2%
BSWA
511
Bromfield Sneider Wealth Advisors
Massachusetts
$315K +$422 +5 +0.1%
RFN
512
Redwood Financial Network
Ohio
$314K +$324K +3,832 New
JPLA
513
Joseph P. Lucia & Associates
New York
$308K -$185K -2,190 -37%
WAM
514
Weatherly Asset Management
California
$305K – – –
CSIC
515
Clifford Swan Investment Counsel
California
$304K -$9.79K -116 -3%
LIM
516
Loudon Investment Management
New Hampshire
$304K +$8.87K +105 +3%
MECA
517
Miller Equity Capital Advisors
Texas
$301K – – –
MFT
518
Moisand Fitzgerald Tamayo
Florida
$299K -$461K -5,458 -60%
FF
519
Friedenthal Financial
New Jersey
$299K +$103K +1,220 +50%
MIH
520
Meitav Investment House
Israel
$298K -$11.6K -137 -4%
UCB
521
United Community Bank
South Carolina
$298K +$5.91K +70 +2%
DP
522
Dearborn Partners
Illinois
$295K -$8.44K -100 -3%
CL
523
CPWM LLC
Washington
$294K -$41.6K -493 -12%
NAS
524
Nicolet Advisory Services
Wisconsin
$289K -$12.7K -150 -4%
BRWM
525
B. Riley Wealth Management
Tennessee
$288K -$47.2K -559 -14%
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