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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
576
Bourgeon Capital Management
Connecticut
$222K +$40.1K +530 +22%
SC
577
SouthState Corp
Florida
$218K – – –
TWM
578
Tradition Wealth Management
Minnesota
$216K +$152K +2,008 +284%
ACM
579
Absolute Capital Management
Pennsylvania
$216K +$213K +2,813 New
MIC
580
Meridian Investment Counsel
California
$216K – – –
BFC
581
Bedel Financial Consulting
Indiana
$215K +$985 +13 +0.5%
EP
582
Eudaimonia Partners
Tennessee
$215K -$34.5K -456 -14%
GWMI
583
Guardian Wealth Management (Illinois)
Illinois
$214K -$78.3K -1,034 -27%
SOS
584
Silver Oak Securities
Tennessee
$214K +$209K +2,758 New
AWS
585
AJ Wealth Strategies
New York
$212K +$209K +2,761 New
PCS
586
Personal CFO Solutions
New Jersey
$209K +$454 +6 +0.2%
SWM
587
SeaCrest Wealth Management
New York
$208K -$15.4K -203 -7%
LWANC
588
Laurel Wealth Advisors (North Carolina)
North Carolina
$205K -$2.5K -33 -1%
DCM
589
Dimension Capital Management
Florida
$205K +$202K +2,668 New
CA
590
Claro Advisors
Massachusetts
$203K -$4.77K -63 -2%
KIG
591
Kowal Investment Group
Wisconsin
$201K +$198K +2,620 New
1WA
592
180 Wealth Advisors
Washington
$200K +$197K +2,606 New
LFA
593
Level Financial Advisors
New York
$192K -$12.4K -164 -6%
RCM
594
Raleigh Capital Management
North Carolina
$190K +$606 +8 +0.3%
SIC
595
Salem Investment Counselors
North Carolina
$188K +$2.2K +29 +1%
WP
596
WealthShield Partners
North Carolina
$185K +$183K +2,416 New
TC
597
Truvestments Capital
Florida
$184K +$833 +11 +0.5%
RPCA
598
Running Point Capital Advisors
California
$183K -$5.91K -78 -3%
BEI
599
Benjamin Edwards Inc
Missouri
$180K +$16.7K +220 +10%
S
600
SignatureFD
Georgia
$176K – – –
22 23
24
25 26