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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
551
CWA Asset Management Group
Florida
$630K -$304 -4 -0%
LWM
552
Latko Wealth Management
Illinois
$628K -$89.3K -1,175 -12%
MW
553
Maia Wealth
Colorado
$626K +$280K +3,687 +80%
VCA
554
Verdence Capital Advisors
Maryland
$623K +$5.63K +74 +0.9%
FCB
555
First County Bank
Connecticut
$622K +$8.89K +117 +1%
APWM
556
Argonautica Private Wealth Management
Massachusetts
$622K +$41.1K +541 +7%
PW
557
Peninsula Wealth
California
$619K – – –
KWA
558
Kingswood Wealth Advisors
California
$618K -$68K -895 -10%
FCFC
559
First Citizens Financial Corp
Iowa
$617K +$107K +1,405 +20%
EGA
560
Eagle Global Advisors
Texas
$615K +$626K +8,235 New
GFPC
561
Global Financial Private Client
Florida
$609K +$150K +1,967 +32%
PBF
562
Petix & Botte Financial
California
$603K +$5.63K +74 +0.9%
SCG
563
Sonata Capital Group
Washington
$603K – – –
ITB
564
Idaho Trust Bank
Idaho
$601K -$2.13M -28,055 -78%
SWP
565
Stratos Wealth Partners
Ohio
$600K -$117K -1,538 -16%
WEG
566
World Equity Group
Illinois
$588K +$598K +7,864 New
DFC
567
DBK Financial Counsel
Ohio
$573K -$62.5K -822 -10%
CTFG
568
Capstone Triton Financial Group
Oklahoma
$573K -$10K -132 -2%
MW
569
Marcum Wealth
Ohio
$569K -$24.6K -324 -4%
AWM
570
Apollon Wealth Management
South Carolina
$567K -$515K -6,776 -47%
GFG
571
Goldstone Financial Group
Illinois
$560K -$11M -145,035 -95%
LIM
572
Leavell Investment Management
Alabama
$555K -$90.5K -1,190 -14%
LIA
573
LifePlan Investment Advisors
North Carolina
$555K +$94.2K +1,239 +20%
NWM
574
Northwest Wealth Management
Iowa
$548K -$15.4K -202 -3%
BWM
575
Boyd Wealth Management
California
$545K -$20.3K -267 -4%
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