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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
501
Eudaimonia Partners
Tennessee
$268K +$270K +3,445 New
WPA
502
West Paces Advisors
Georgia
$265K -$43.4K -554 -14%
GWM
503
Greenwich Wealth Management
Connecticut
$264K – – –
RSWM
504
Robertson Stephens Wealth Management
California
$263K -$512K -6,528 -66%
IWM
505
IHT Wealth Management
Illinois
$262K -$1.65K -21 -0.6%
WAM
506
Walker Asset Management
Missouri
$262K +$10.3K +131 +4%
CC
507
Courier Capital
New York
$260K – – –
AF
508
Affiance Financial
Minnesota
$258K +$23.7K +302 +10%
OIA
509
Optimum Investment Advisors
Illinois
$256K +$94.1K +1,200 +57%
BCM
510
Brookmont Capital Management
Texas
$255K – – –
RGF
511
Retirement Guys Formula
Ohio
$251K -$10.4K -132 -4%
MWA
512
Martel Wealth Advisors
Washington
$250K +$1.41K +18 +0.6%
LWM
513
Liberty Wealth Management
California
$250K -$6.04K -77 -2%
FIA
514
Foundations Investment Advisors
Arizona
$249K -$514K -6,556 -67%
AT
515
Arden Trust
Delaware
$249K -$784 -10 -0.3%
FWM
516
Focused Wealth Management
New York
$242K +$8.55K +109 +4%
UWM
517
USAdvisors Wealth Management
Minnesota
$240K +$12.4K +158 +5%
JPLA
518
Joseph P. Lucia & Associates
New York
$239K -$53.3K -680 -18%
LFA
519
Level Financial Advisors
New York
$236K +$56.5K +721 +31%
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$235K -$877K -11,190 -79%
NAS
521
Nicolet Advisory Services
Wisconsin
$235K -$47.4K -605 -17%
NFP
522
Narus Financial Partners
Utah
$234K +$237K +3,019 New
IIC
523
Integrated Investment Consultants
Michigan
$234K – – –
LMKC
524
L.M. Kohn & Company
Ohio
$231K -$37.7K -481 -14%
MWP
525
Meridian Wealth Partners
Pennsylvania
$231K -$12.3K -157 -5%
19 20
21
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