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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
501
Kingswood Wealth Advisors
California
$718K +$706K +9,163 New
CB
502
Chris Bulman
California
$716K +$705K +9,140 New
HP
503
Holistic Planning
Texas
$713K +$702K +9,099 New
CFD
504
Creative Financial Designs
Indiana
$693K -$11.6M -149,915 -94%
PAG
505
Powers Advisory Group
Illinois
$690K -$1.85K -24 -0.3%
DWM
506
Dakota Wealth Management
Florida
$690K -$36.9K -478 -5%
HH
507
Hilltop Holdings
Texas
$689K +$678K +8,791 New
BBNA
508
Bremer Bank National Association
Minnesota
$689K – – –
FRA
509
Frank Rimerman Advisors
California
$688K – – –
IWS
510
Integrity Wealth Solutions
Colorado
$686K +$42.7K +554 +7%
NCFG
511
New Century Financial Group
New Jersey
$685K +$56.3K +730 +9%
TWM
512
TSA Wealth Management
Texas
$681K +$11.3K +147 +2%
LIM
513
Leavell Investment Management
Alabama
$676K +$406K +5,263 +157%
HPM
514
Hoxton Planning & Management
West Virginia
$672K +$661K +8,573 New
LT
515
Legacy Trust
Michigan
$668K -$151K -1,962 -19%
DFC
516
DBK Financial Counsel
Ohio
$665K +$10.9K +142 +2%
NP
517
Nilsine Partners
Colorado
$664K -$223K -2,893 -25%
ZIG
518
Zuckerman Investment Group
Illinois
$663K +$56.3K +730 +9%
CAMG
519
CWA Asset Management Group
Florida
$661K +$650K +8,430 New
VCA
520
Verdence Capital Advisors
Maryland
$648K +$49.7K +644 +8%
WF
521
Welch & Forbes
Massachusetts
$648K +$3.85K +50 +0.6%
FCB
522
First County Bank
Connecticut
$643K -$214K -2,770 -25%
PW
523
Peninsula Wealth
California
$640K – – –
SCG
524
Sonata Capital Group
Washington
$633K +$622K +8,071 New
PBF
525
Petix & Botte Financial
California
$627K -$22.1K -287 -3%
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