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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
526
Beacon Pointe Advisors
California
$297K -$1.13M -12,694 -79%
RW
527
Rede Wealth
Virginia
$295K +$67.6K +762 +29%
CC
528
Courier Capital
New York
$294K -$11.5K -130 -4%
TCM
529
Traynor Capital Management
Pennsylvania
$293K +$20.8K +235 +8%
WFA
530
Wellspring Financial Advisors
Ohio
$291K -$39.9K -450 -12%
ARC
531
Advisor Resource Council
Texas
$291K +$295K +3,320 New
AT
532
Arden Trust
Delaware
$288K -$2.13K -24 -0.7%
BCM
533
Brookmont Capital Management
Texas
$287K +$88.8K +1,001 +44%
MA
534
MKT Advisors
California
$282K +$293K +3,300 New
LFAS
535
Level Four Advisory Services
Texas
$280K +$284K +3,201 New
MWA
536
Martel Wealth Advisors
Washington
$280K +$4.88K +55 +2%
LWM
537
Liberty Wealth Management
California
$275K -$388K -4,377 Closed
PJSIMP
538
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K +$44.4K +500 +19%
SCA
539
STALEY CAPITAL ADVISERS
Pennsylvania
$269K
SWM
540
SeaCrest Wealth Management
New York
$269K +$32.2K +363 +13%
LWANC
541
Laurel Wealth Advisors (North Carolina)
North Carolina
$265K +$75.9K +856 +40%
MWP
542
Meridian Wealth Partners
Pennsylvania
$264K -$9.23K -104 -3%
AF
543
Affiance Financial
Minnesota
$264K -$1.24K -14 -0.5%
IIC
544
Integrated Investment Consultants
Michigan
$264K
Renaissance Technologies
545
Renaissance Technologies
New York
$263K -$88.7K -1,000 -25%
PWM
546
Perigon Wealth Management
California
$263K -$76.3K -860 -22%
GA
547
Greenspring Advisors
Maryland
$263K +$267K +3,005 New
OC
548
Oppenheimer & Co
New York
$258K -$59.5K -671 -19%
BA
549
Bristlecone Advisors
Washington
$258K
GLLW
550
Graves Light Lenhart Wealth
Virginia
$256K +$621 +7 +0.2%