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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
551
Regent Peak Wealth Advisors
Georgia
$258K – – –
FIA
552
Foundations Investment Advisors
Arizona
$257K -$59K -779 -19%
SF
553
Symphony Financial
Texas
$256K -$2.73K -36 -1%
TNBTD
554
Trustmark National Bank Trust Department
Mississippi
$255K – – –
LIM
555
Leavell Investment Management
Alabama
$253K – – –
MWA
556
Martel Wealth Advisors
Washington
$252K +$1.14K +15 +0.5%
HWM
557
HB Wealth Management
Georgia
$250K -$57.2K -755 -19%
RMA
558
Roffman Miller Associates
Pennsylvania
$249K -$72.5K -957 -23%
CWS
559
Cypress Wealth Services
California
$249K -$95.9K -1,266 -28%
BCM
560
Brookmont Capital Management
Texas
$248K -$757 -10 -0.3%
WIP
561
WealthCare Investment Partners
Rhode Island
$247K -$10.8K -142 -4%
WPA
562
West Paces Advisors
Georgia
$246K +$15.1K +200 +7%
TWM
563
Thrive Wealth Management
Pennsylvania
$245K +$35.7K +471 +17%
FWM
564
Focused Wealth Management
New York
$240K -$14.4K -190 -6%
BC
565
Burney Company
Virginia
$236K -$27.2M -359,721 -99%
BCA
566
Bay Colony Advisors
Massachusetts
$235K -$58.1K -767 -20%
FWP
567
Firethorn Wealth Partners
Georgia
$232K +$9.39K +124 +4%
IIC
568
Integrated Investment Consultants
Michigan
$231K – – –
IF
569
Insight Folios
North Carolina
$230K -$16K -211 -7%
VAS
570
Vestmark Advisory Solutions
Massachusetts
$230K -$19.5K -257 -8%
CCM
571
Crabel Capital Management
California
$225K +$222K +2,927 New
OC
572
Oppenheimer & Co
New York
$225K – – –
ATC
573
Argent Trust Co
Tennessee
$224K -$399K -5,262 -64%
BTWM
574
Baker Tilly Wealth Management
Wisconsin
$223K +$220K +2,907 New
UCB
575
United Community Bank
South Carolina
$222K +$379 +5 +0.2%
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