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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
526
Gradient Investments
Minnesota
$274K +$233K +3,149 +588%
MECA
527
Miller Equity Capital Advisors
Texas
$273K – – –
DP
528
Dearborn Partners
Illinois
$272K – – –
CFFP
529
Center for Financial Planning
Michigan
$271K – – –
MSFS
530
Main Street Financial Solutions
Pennsylvania
$270K -$100K -1,349 -27%
MCM
531
Mill Capital Management
North Carolina
$270K – – –
LGA
532
Lebenthal Global Advisors
New York
$269K +$1.19K +16 +0.4%
SAM
533
S.A. Mason
Michigan
$265K -$181K -2,445 -41%
MA
534
MKT Advisors
California
$261K -$58.8K -793 -19%
SB
535
Strategic Blueprint
Georgia
$260K -$42.8K -577 -14%
PCG
536
Prosperity Consulting Group
Maryland
$255K -$28.5K -385 -10%
SF
537
Symphony Financial
Texas
$255K -$9.78K -132 -4%
SPIA
538
Steward Partners Investment Advisory
New York
$255K -$28.3K -382 -10%
WAM
539
Walker Asset Management
Missouri
$251K – – –
HAG
540
HF Advisory Group
Maryland
$250K +$249K +3,366 New
WIP
541
WealthCare Investment Partners
Rhode Island
$250K -$69.6K -939 -22%
RPWA
542
Regent Peak Wealth Advisors
Georgia
$250K -$131K -1,771 -35%
TNBTD
543
Trustmark National Bank Trust Department
Mississippi
$247K +$246K +3,322 New
FWM
544
Focused Wealth Management
New York
$247K -$7.11K -96 -3%
OIA
545
Optimum Investment Advisors
Illinois
$245K – – –
LIM
546
Leavell Investment Management
Alabama
$245K -$74.1K -1,000 -23%
MWA
547
Martel Wealth Advisors
Washington
$243K +$2.08K +28 +0.9%
EP
548
Eudaimonia Partners
Tennessee
$242K -$889 -12 -0.4%
VAS
549
Vestmark Advisory Solutions
Massachusetts
$242K +$241K +3,251 New
BCM
550
Brookmont Capital Management
Texas
$241K -$3.26K -44 -1%
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