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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
601
Keudell/Morrison Wealth Management
Oregon
$659K +$43.6K +568 +7%
SCG
602
Sonata Capital Group
Washington
$655K +$5.76K +75 +0.9%
GRA
603
Golden Road Advisors
Florida
$653K +$50.1K +652 +8%
WANY
604
Wealthspire Advisors (New York)
New York
$648K +$400K +5,211 +161%
OWA
605
One Wealth Advisors
California
$647K -$8.68K -113 -1%
SMC
606
Smith, Moore & Co
Missouri
$640K +$3.53K +46 +0.6%
GFPC
607
Global Financial Private Client
Florida
$636K +$2.92K +38 +0.5%
PTC
608
Private Trust Company
Ohio
$631K -$126K -1,643 -17%
CWWM
609
Clear Wave Wealth Management
New Jersey
$624K -$135K -1,760 -18%
AFA
610
Arlington Financial Advisors
California
$619K -$14K -183 -2%
EFG
611
Everest Financial Group
Minnesota
$609K -$2.46K -32 -0.4%
SAW
612
Signal Advisors Wealth
Michigan
$602K -$553K -7,204 -48%
DFA
613
Delta Financial Advisors
Louisiana
$598K – – –
CA
614
Clearstead Advisors
Ohio
$596K +$4.91K +64 +0.8%
ACM
615
Alamar Capital Management
California
$595K – – –
FCFC
616
First Citizens Financial Corp
Iowa
$592K +$21.5K +280 +4%
EBA
617
Eagle Bay Advisors
New York
$586K +$12.1K +158 +2%
PPG
618
Peak Planning Group
Colorado
$586K -$3.84K -50 -0.7%
WAP
619
Wealthcare Advisory Partners
Pennsylvania
$584K +$11.7K +153 +2%
PTP
620
Platform Technology Partners
New York
$570K -$63K -821 -10%
DAS
621
DMKC Advisory Services
Iowa
$570K +$204K +2,651 +55%
KCM
622
Kanawha Capital Management
Virginia
$569K -$19.2K -250 -3%
WMN
623
Wealth Management Nebraska
Nebraska
$569K – – –
FT
624
Fiduciary Trust
Massachusetts
$568K -$43.2K -563 -7%
BONH
625
Bank of New Hampshire
New Hampshire
$558K +$25.1K +327 +5%
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