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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
501
Financial Synergies Wealth Advisors
Texas
$269K – – –
CFFP
502
Center for Financial Planning
Michigan
$268K – – –
DP
503
Dearborn Partners
Illinois
$268K – – –
MCM
504
Mill Capital Management
North Carolina
$267K +$281K +3,631 New
AP
505
Adero Partners
California
$264K -$210K -2,717 -43%
LGA
506
Lebenthal Global Advisors
New York
$264K +$279K +3,602 New
BSSFA
507
Baron Silver Stevens Financial Advisors
Florida
$260K +$7.27K +94 New
SF
508
Symphony Financial
Texas
$259K -$2.24K -29 -0.8%
HHRDM
509
H&H Retirement Design & Management
Nevada
$257K +$155 +2 +0.1%
FWM
510
Focused Wealth Management
New York
$251K +$23.4K +303 +10%
CWS
511
Cypress Wealth Services
California
$251K +$266K +3,433 New
SWP
512
Strategic Wealth Partners
Ohio
$250K -$194K -2,502 -42%
LWM
513
Liberty Wealth Management
California
$249K +$12.7K +164 +5%
WAM
514
Walker Asset Management
Missouri
$248K – – –
FIA
515
Foundations Investment Advisors
Arizona
$245K +$10.4K +134 +4%
RPCA
516
Running Point Capital Advisors
California
$242K -$306K -3,953 -55%
OIA
517
Optimum Investment Advisors
Illinois
$242K – – –
BCM
518
Brookmont Capital Management
Texas
$241K +$155 +2 +0.1%
EP
519
Eudaimonia Partners
Tennessee
$240K -$13.8K -179 -5%
AWA
520
Acorn Wealth Advisors
Michigan
$239K -$119K -1,543 -32%
GWM
521
Greenwich Wealth Management
Connecticut
$239K -$11.6K -150 -4%
MWA
522
Martel Wealth Advisors
Washington
$238K +$1.47K +19 +0.6%
CSIC
523
Clifford Swan Investment Counsel
California
$237K -$24.8K -320 -9%
ZF
524
Zhang Financial
Michigan
$232K +$27.4K +354 +13%
WT
525
Whittier Trust
California
$232K +$232K +3,000 +1,875%
19 20
21
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