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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSCA
526
South Shore Capital Advisors
Massachusetts
$229K -$50.6K -654 -17%
LMKC
527
L.M. Kohn & Company
Ohio
$226K +$7.35K +95 +3%
EFS
528
Essex Financial Services
Connecticut
$225K +$19K +246 +9%
NAS
529
Nicolet Advisory Services
Wisconsin
$223K +$3.4K +44 +1%
WPA
530
West Paces Advisors
Georgia
$221K -$31.1K -402 -12%
IIC
531
Integrated Investment Consultants
Michigan
$221K – – –
FNWM
532
Financial Network Wealth Management
Utah
$220K +$14.7K +190 +7%
KCM
533
Kathmere Capital Management
Pennsylvania
$216K +$228K +2,945 New
MIH
534
Meitav Investment House
Israel
$216K +$228K +2,947 New
OC
535
Oppenheimer & Co
New York
$215K -$1.31K -17 -0.6%
FLA
536
Financial Life Advisors
Texas
$214K – – –
SWM
537
SeaCrest Wealth Management
New York
$214K – – –
MWP
538
Meridian Wealth Partners
Pennsylvania
$211K -$7.5K -97 -3%
SWM
539
Spire Wealth Management
Virginia
$210K -$715K -9,239 -76%
SLG
540
Stanley-Laman Group
Pennsylvania
$210K +$7.66K +99 +4%
SC
541
SouthState Corp
Florida
$209K -$464 -6 -0.2%
AWA
542
Arkadios Wealth Advisors
Georgia
$209K +$19.6K +254 +10%
NFP
543
Narus Financial Partners
Utah
$207K -$15.5K -200 -7%
WAM
544
Weatherly Asset Management
California
$207K -$70.2K -907 -24%
MIC
545
Meridian Investment Counsel
California
$203K – – –
TCM
546
Traynor Capital Management
Pennsylvania
$200K -$7.5K -97 -3%
BFC
547
Bedel Financial Consulting
Indiana
$200K +$3.64K +47 +2%
MCC
548
Money Concepts Capital
Florida
$196K +$3.17K +41 +2%
SIC
549
Salem Investment Counselors
North Carolina
$195K -$86.1K -1,113 -30%
RCM
550
Raleigh Capital Management
North Carolina
$191K +$2.17K +28 +1%
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22
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