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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
576
Cypress Wealth Services
California
$559K +$258K +3,423 +88%
NWM
577
Northwest Wealth Management
Iowa
$555K -$6.11K -81 -1%
ML
578
McAdam LLC
Pennsylvania
$553K +$123K +1,629 +29%
SFA
579
Sequoia Financial Advisors
Ohio
$551K -$166K -2,199 -23%
ITB
580
Idaho Trust Bank
Idaho
$543K -$71.4K -946 -12%
WDC
581
Woodward Diversified Capital
California
$542K +$262K +3,477 +97%
FDW
582
Fourth Dimension Wealth
Ohio
$533K -$15.7K -208 -3%
SEP
583
Southland Equity Partners
Missouri
$531K +$302 +4 +0.1%
EC
584
Estate Counselors
Wisconsin
$531K -$7.17K -95 -1%
PA
585
Parallel Advisors
California
$528K +$167K +2,211 +47%
BONH
586
Bank of New Hampshire
New Hampshire
$527K +$44.3K +587 +9%
BCM
587
Brookmont Capital Management
Texas
$525K -$23.3K -309 -4%
FCG
588
Financial Connections Group
California
$523K +$352K +4,662 +685%
PS
589
Principal Securities
Iowa
$520K +$40.3K +534 +8%
WAP
590
Wealthcare Advisory Partners
Pennsylvania
$517K +$14.2K +188 +3%
PB
591
Pinnacle Bancorp
Nebraska
$514K +$324K +4,291 +177%
VW
592
Vance Wealth
California
$510K +$171K +2,265 +52%
FA
593
FSA Advisors
Michigan
$509K +$501K +6,647 New
CA
594
Calton & Associates
Florida
$509K +$501K +6,643 New
LWM
595
LongView Wealth Management
Georgia
$505K -$31.1K -412 -6%
KAM
596
Kraft Asset Management
Tennessee
$502K – – –
AIM
597
Allen Investment Management
New York
$501K – – –
RA
598
RFG Advisory
Alabama
$500K +$1.96K +26 +0.4%
WF
599
WoodTrust Financial
Wisconsin
$499K +$137K +1,812 +38%
BIM
600
Breakwater Investment Management
Washington
$498K – – –
22 23
24
25 26