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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
551
Southland Equity Partners
Missouri
$537K -$8.71K -113 -2%
SWRP
552
Summit Wealth & Retirement Planning
California
$530K -$282K -3,656 -35%
WB
553
WesBanco Bank
West Virginia
$526K +$16K +208 +3%
SWM
554
Stockman Wealth Management
Montana
$523K +$2.85K +37 +0.6%
TWA
555
TCI Wealth Advisors
Arizona
$517K +$4.09K +53 +0.8%
BC
556
Barrett & Company
Rhode Island
$516K +$11.8K +153 +2%
KAM
557
Kraft Asset Management
Tennessee
$514K – – –
AIM
558
Allen Investment Management
New York
$513K – – –
BONH
559
Bank of New Hampshire
New Hampshire
$501K +$30.2K +392 +7%
GWP
560
Gateway Wealth Partners
Wisconsin
$492K +$484K +6,273 New
KCM
561
Kanawha Capital Management
Virginia
$490K +$161K +2,091 +50%
ACM
562
Alamar Capital Management
California
$486K – – –
OCM
563
Orleans Capital Management
Louisiana
$486K +$478K +6,195 New
LIA
564
LifePlan Investment Advisors
North Carolina
$485K +$91.7K +1,189 +24%
GFPC
565
Global Financial Private Client
Florida
$484K – – –
QWP
566
Quotient Wealth Partners
Texas
$479K -$229K -2,972 -33%
GWM
567
Greenwich Wealth Management
Connecticut
$479K +$46.3K +600 +11%
NG
568
Northstar Group
New York
$477K -$74.5K -966 -14%
WFS
569
WealthGarden F.S.
California
$468K +$37.2K +483 +9%
NW
570
NewEdge Wealth
Pennsylvania
$467K +$459K +5,953 New
ACM
571
Absolute Capital Management
Pennsylvania
$466K +$41.9K +543 +10%
ML
572
McAdam LLC
Pennsylvania
$463K +$48.4K +628 +12%
CL
573
Choreo LLC
Illinois
$463K -$24.9K -323 -5%
RCM
574
Radnor Capital Management
Pennsylvania
$463K +$456K +5,912 New
MJRIC
575
Mogy Joel R Investment Counsel
California
$462K – – –
21 22
23
24 25