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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
526
RFG Advisory
Alabama
$931K +$410K +5,245 +78%
DWM
527
Diversify Wealth Management
Utah
$920K +$334K +4,273 +57%
RCAG
528
Rehmann Capital Advisory Group
Michigan
$918K -$2.03K -26 -0.2%
SP
529
Successful Portfolios
Florida
$907K +$162K +2,073 +22%
I
530
InvesTrust
Oklahoma
$902K -$5.79K -74 -0.6%
KWA
531
Kondo Wealth Advisors
California
$902K -$89.5K -1,144 -9%
MSWMA
532
Market Street Wealth Management Advisors
Indiana
$901K -$194K -2,478 -18%
FNBOO
533
First National Bank of Omaha
Nebraska
$901K +$902K +11,535 New
OFS
534
Opus Financial Solutions
Illinois
$901K +$905K +11,566 New
VNIM
535
Vaughan Nelson Investment Management
Texas
$895K – – –
CCP
536
Carmel Capital Partners
California
$893K -$13.2K -169 -1%
LIA
537
LifePlan Investment Advisors
North Carolina
$886K +$90.5K +1,157 +11%
BCM
538
Becker Capital Management
Oregon
$883K +$79.2K +1,013 +10%
MWM
539
Meridian Wealth Management
Kentucky
$878K -$349K -4,467 -28%
WF
540
WoodTrust Financial
Wisconsin
$875K +$235K +3,000 +36%
BFG
541
Bleakley Financial Group
New Jersey
$871K -$16K -204 -2%
RWP
542
RWA Wealth Partners
Massachusetts
$866K +$3.21K +41 +0.4%
PS
543
Principal Securities
Iowa
$866K +$211K +2,702 +32%
AA
544
Advisory Alpha
Michigan
$854K -$79.7K -1,019 -9%
WF
545
Welch & Forbes
Massachusetts
$851K +$7.43K +95 +0.9%
SMI
546
Shelter Mutual Insurance
Missouri
$849K – – –
FWP
547
Family Wealth Partners
North Carolina
$842K +$6.57K +84 +0.8%
CIAS
548
CFS Investment Advisory Services
New Jersey
$836K -$27.6K -353 -3%
SAW
549
Signal Advisors Wealth
Michigan
$836K -$105K -1,347 -11%
CAM
550
Capital Asset Management
Colorado
$827K +$830K +10,613 New
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