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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
626
Empirical Wealth Management
Washington
$432K +$425K +5,639 New
DWM
627
Dakota Wealth Management
Florida
$431K -$96.2K -1,275 -18%
GC
628
Guidance Capital
Kentucky
$429K +$26.7K +354 +7%
TNB
629
Thomasville National Bank
Georgia
$425K – – –
NG
630
Northstar Group
New York
$424K – – –
SWIM
631
Smallwood Wealth Investment Management
New Jersey
$423K -$38.2K -506 -8%
BGAI
632
Bruce G. Allen Investments
Colorado
$420K +$2.64K +35 +0.6%
PMG
633
Private Management Group
California
$417K – – –
DSC
634
Duncker Streett & Co
Missouri
$417K -$12.5K -166 -3%
USCWA
635
U.S. Capital Wealth Advisors
Texas
$416K +$31.7K +420 +8%
GWS
636
Greykasell Wealth Strategies
California
$416K -$864K -11,452 -68%
SWP
637
Stratos Wealth Partners
Ohio
$415K -$197K -2,612 -33%
AWM
638
Apollon Wealth Management
South Carolina
$414K -$165K -2,182 -29%
LFASL
639
Lugano Financial Advisors SA (LFA)
Switzerland
$414K -$4.9K -65 -1%
SIAP
640
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$414K +$408K +5,403 New
CD
641
Chapin Davis
Maryland
$413K -$10.3K -137 -2%
ITIM
642
Indiana Trust & Investment Management
Indiana
$406K – – –
BIG
643
Brooklyn Investment Group
New York
$403K +$397K +5,257 New
ALWM
644
Andrews Lucia Wealth Management
California
$401K +$1.58K +21 +0.4%
PAG
645
Poinciana Advisors Group
Florida
$399K +$2.49K +33 +0.6%
SEIA
646
Signature Estate & Investment Advisors
California
$397K +$8.15K +108 +2%
CI
647
CX Institutional
Indiana
$397K +$391K +5,183 New
LIWM
648
Long Island Wealth Management
New York
$396K +$2.41K +32 +0.6%
DP
649
Dearborn Partners
Illinois
$392K -$2.64K -35 -0.7%
TC
650
Trilogy Capital
California
$391K +$54.9K +728 +17%
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