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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
501
Petix & Botte Financial
California
$621K +$212K +2,857 +53%
OWA
502
Outlook Wealth Advisors
Texas
$617K – – –
WF
503
Welch & Forbes
Massachusetts
$615K -$61.5K -827 -9%
IWS
504
Integrity Wealth Solutions
Colorado
$614K -$91.6K -1,233 -13%
NCFG
505
New Century Financial Group
New Jersey
$600K +$596K +8,017 New
CTFG
506
Capstone Triton Financial Group
Oklahoma
$600K -$49.2K -662 -8%
FIA
507
Foundations Investment Advisors
Arizona
$588K -$147K -1,978 -20%
AIA
508
Alera Investment Advisors
Illinois
$581K +$576K +7,757 New
ZIG
509
Zuckerman Investment Group
Illinois
$579K +$65.3K +879 +13%
LIWM
510
Long Island Wealth Management
New York
$574K +$3.49K +47 +0.6%
TFP
511
Traction Financial Partners
Wyoming
$572K -$33.6K -452 -6%
VCA
512
Verdence Capital Advisors
Maryland
$571K -$44.9K -604 -7%
SWP
513
Stratos Wealth Partners
Ohio
$569K -$43K -579 -7%
GVAG
514
Great Valley Advisor Group
Delaware
$566K +$15.3K +206 +3%
FA
515
FSA Advisors
Michigan
$563K +$7.21K +97 +1%
APWM
516
Argonautica Private Wealth Management
Massachusetts
$561K +$29.3K +394 +6%
NWM
517
Northwest Wealth Management
Iowa
$559K -$11.7K -157 -2%
LFA
518
Level Financial Advisors
New York
$554K +$290K +3,904 +112%
BWM
519
Boyd Wealth Management
California
$544K -$342K -4,608 -39%
EAM
520
Evanson Asset Management
California
$535K +$223 +3 +0%
PWLP
521
Prio Wealth Limited Partnership
Massachusetts
$530K +$131K +1,758 +33%
NG
522
Northstar Group
New York
$528K -$23.4K -315 -4%
EC
523
Estate Counselors
Wisconsin
$526K +$10.8K +145 +2%
GC
524
GFG Capital
Florida
$526K – – –
CT
525
Caldwell Trust
Florida
$524K – – –
19 20
21
22 23