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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
626
Sunbelt Securities
Texas
$292K
CWS
627
Cypress Wealth Services
California
$290K -$76.8K -1,033 -21%
LWM
628
Liberty Wealth Management
California
$287K +$14.6K +196 +5%
PCM
629
Parsons Capital Management
Rhode Island
$287K -$66.9K -900 -19%
VFA
630
Valeo Financial Advisors
Indiana
$286K +$1.64K +22 +0.6%
SW
631
StrongBox Wealth
Missouri
$284K -$116K -1,567 -29%
JCM
632
Jacobi Capital Management
Pennsylvania
$281K -$35.4K -476 -11%
LG
633
LaFleur & Godfrey
Michigan
$278K +$275K +3,706 New
AssetMark Inc
634
AssetMark Inc
California
$277K -$114K -1,529 -29%
VC
635
Veery Capital
Delaware
$276K -$56.6K -761 -17%
MECA
636
Miller Equity Capital Advisors
Texas
$276K
JWCA
637
J.W. Coons Advisors
Ohio
$275K
CFFP
638
Center for Financial Planning
Michigan
$273K
GWM
639
GSB Wealth Management
Connecticut
$269K -$183K -2,462 -41%
IA
640
IFG Advisory
Georgia
$267K +$265K +3,564 New
SA
641
SpiderRock Advisors
Delaware
$265K +$263K +3,541 New
LL
642
LWMG LLC
Minnesota
$265K +$1.26K +17 +0.5%
SC
643
Savant Capital
Illinois
$263K +$5.65K +76 +2%
SWM
644
SeaCrest Wealth Management
New York
$260K
SAM
645
S.A. Mason
Michigan
$260K
WANY
646
Wealthspire Advisors (New York)
New York
$260K -$1.02M -13,710 -80%
TC
647
TAGStone Capital
North Carolina
$259K +$22.2K +299 +9%
FMWA
648
Forvis Mazars Wealth Advisors
Missouri
$259K
WAM
649
Walker Asset Management
Missouri
$258K +$17.2K +231 +7%
FA
650
Fermata Advisors
California
$253K -$576K -7,755 -70%