We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
FLA
626
Financial Life Advisors
Texas
$299K – – –
WIP
627
WealthCare Investment Partners
Rhode Island
$298K +$48.6K +645 +20%
FPFS
628
First Personal Financial Services
North Carolina
$298K – – –
CAWM
629
Capital Advisors Wealth Management
Washington
$296K +$296K +3,922 New
AIC
630
Archer Investment Corporation
Indiana
$295K +$26.8K +355 +10%
SS
631
Sunbelt Securities
Texas
$294K -$6.93K -92 -2%
RPGK
632
Retirement Planning Group (Kansas)
Kansas
$292K +$292K +3,878 New
SLG
633
Stanley-Laman Group
Pennsylvania
$291K +$16.4K +218 +6%
RLWM
634
RF&L Wealth Management
Massachusetts
$290K -$49K -650 -14%
ACA
635
Aptus Capital Advisors
Alabama
$289K +$185K +2,448 +177%
TA
636
TrueWealth Advisors
Alabama
$288K -$11.3K -150 -4%
TWM
637
TriaGen Wealth Management
California
$283K -$1.52M -20,211 -84%
VFA
638
Valeo Financial Advisors
Indiana
$279K +$78.4K +1,040 +38%
MECA
639
Miller Equity Capital Advisors
Texas
$277K – – –
JWCA
640
J.W. Coons Advisors
Ohio
$277K – – –
DP
641
Dearborn Partners
Illinois
$276K – – –
CFFP
642
Center for Financial Planning
Michigan
$275K – – –
TNBTD
643
Trustmark National Bank Trust Department
Mississippi
$275K – – –
LWM
644
Liberty Wealth Management
California
$274K +$274K +3,633 +60,550%
RF
645
Robinswood Financial
Washington
$271K – – –
TWM
646
TSA Wealth Management
Texas
$270K +$270K +3,584 New
LL
647
LWMG LLC
Minnesota
$266K -$115K -1,532 -30%
LFA
648
Level Financial Advisors
New York
$263K +$62.9K +834 +31%
IA
649
IFP Advisors
Florida
$263K -$118K -1,572 -31%
SWM
650
SeaCrest Wealth Management
New York
$262K -$43.7K -580 -14%
24 25
26
27 28