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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
526
Moors & Cabot
Massachusetts
$230K -$33.6K -428 -13%
OC
527
Oppenheimer & Co
New York
$229K -$10.9K -139 -5%
RWA
528
RGT Wealth Advisors
Texas
$229K +$863 +11 +0.4%
WAP
529
Wealthcare Advisory Partners
Pennsylvania
$227K +$230K +2,929 New
SWM
530
SeaCrest Wealth Management
New York
$226K +$15.9K +203 +7%
FLA
531
Financial Life Advisors
Texas
$226K +$229K +2,915 New
OCM
532
One Capital Management
California
$225K -$240K -3,060 -51%
SC
533
SouthState Corp
Florida
$221K +$470 +6 +0.2%
WA
534
Wealth Architects
California
$220K – – –
TCM
535
Traynor Capital Management
Pennsylvania
$219K -$281K -3,587 -56%
EFS
536
Essex Financial Services
Connecticut
$219K +$221K +2,821 New
ZF
537
Zhang Financial
Michigan
$218K -$13K -166 -6%
FNWM
538
Financial Network Wealth Management
Utah
$217K +$220K +2,801 New
UCFA
539
United Capital Financial Advisors
Texas
$216K +$218K +2,778 New
MIC
540
Meridian Investment Counsel
California
$214K – – –
SLG
541
Stanley-Laman Group
Pennsylvania
$214K +$3.06K +39 +1%
FF
542
Friedenthal Financial
New Jersey
$212K -$72.1K -919 -25%
BFC
543
Bedel Financial Consulting
Indiana
$212K +$1.18K +15 +0.6%
MAP
544
Milestone Advisory Partners
North Carolina
$211K -$1.07M -13,600 -83%
PCS
545
Personal CFO Solutions
New Jersey
$209K -$3.37K -43 -2%
DCM
546
Dimension Capital Management
Florida
$207K – – –
MCC
547
Money Concepts Capital
Florida
$206K -$1.65M -21,059 -89%
TTWM
548
TCV Trust & Wealth Management
Virginia
$201K -$98K -1,250 -33%
AWA
549
Arkadios Wealth Advisors
Georgia
$201K -$12.2K -156 -6%
KIG
550
Kowal Investment Group
Wisconsin
$200K +$1.18K +15 +0.6%
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