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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
651
Cypress Wealth Services
California
$304K
RFS
652
Richardson Financial Services
Massachusetts
$301K +$157K +2,031 +107%
BST
653
Bath Savings Trust
Maine
$300K -$49.6K -643 -14%
VAG
654
VisionPoint Advisory Group
Texas
$299K +$48.6K +631 +20%
FBB
655
Fulton Breakefield Broenniman
Maryland
$299K -$66.1K -857 -18%
SHGA
656
Sand Hill Global Advisors
California
$298K +$60.8K +789 +26%
SW
657
StrongBox Wealth
Missouri
$297K +$77 +1 +0%
RLWM
658
RF&L Wealth Management
Massachusetts
$292K -$19.3K -250 -6%
GIA
659
Gladstone Institutional Advisory
Florida
$289K +$68K +882 +31%
MECA
660
Miller Equity Capital Advisors
Texas
$288K
JWCA
661
J.W. Coons Advisors
Ohio
$288K
CFFP
662
Center for Financial Planning
Michigan
$286K
JCM
663
Jacobi Capital Management
Pennsylvania
$283K -$10.9K -141 -4%
MWA
664
Martel Wealth Advisors
Washington
$282K +$23.7K +307 +9%
TA
665
TrueWealth Advisors
Alabama
$280K -$56.8K -737 -17%
AssetMark Inc
666
AssetMark Inc
California
$279K -$10.4K -135 -4%
ECA
667
Elevation Capital Advisory
Oregon
$279K +$274K +3,555 New
LL
668
LWMG LLC
Minnesota
$279K +$1.31K +17 +0.5%
SA
669
SpiderRock Advisors
Delaware
$278K
TCPW
670
Twin City Private Wealth
North Carolina
$276K +$140K +1,822 +107%
SIA
671
Soltis Investment Advisors
Utah
$276K -$36.4K -472 -12%
Citadel Advisors
672
Citadel Advisors
Florida
$276K +$271K +3,519 New
TC
673
TAGStone Capital
North Carolina
$274K +$3.16K +41 +1%
SWM
674
SeaCrest Wealth Management
New York
$272K
SAM
675
S.A. Mason
Michigan
$272K