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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
651
NewEdge Wealth
Pennsylvania
$455K +$48.9K +628 +12%
PWMG
652
Prestige Wealth Management Group
New Jersey
$450K -$205K -2,637 -31%
RA
653
RoundAngle Advisors
New Jersey
$450K +$5.99K +77 +1%
TFP
654
Townsend Financial Planning
Kentucky
$449K -$2.8K -36 -0.6%
AMBIA
655
Allen Mooney & Barnes Investment Advisors
Georgia
$449K – – –
NFG
656
Nations Financial Group
Iowa
$448K +$195K +2,510 +76%
LT
657
Legacy Trust
Michigan
$448K -$35.8K -460 -7%
BWM
658
Bluebird Wealth Management
Massachusetts
$443K -$1.64K -21 -0.4%
HBT
659
Hills Bank & Trust
Iowa
$440K – – –
WB
660
WesBanco Bank
West Virginia
$440K -$27.8K -357 -6%
ITB
661
Idaho Trust Bank
Idaho
$436K -$10K -129 -2%
GSWM
662
Golden State Wealth Management
California
$434K -$28.5K -366 -6%
WCFA
663
Walkner Condon Financial Advisors
Wisconsin
$431K +$9.96K +128 +2%
NWM
664
Northwest Wealth Management
Iowa
$430K +$3.97K +51 +0.9%
MW
665
Maia Wealth
Colorado
$430K -$47K -604 -10%
DP
666
Dearborn Partners
Illinois
$430K +$389 +5 +0.1%
SLG
667
Stanley-Laman Group
Pennsylvania
$429K -$36K -463 -8%
MJRIC
668
Mogy Joel R Investment Counsel
California
$428K -$27.2K -350 -6%
KAS
669
KPP Advisory Services
Kentucky
$423K – – –
TGAM
670
TBH Global Asset Management
Tennessee
$423K -$3.89K -50 -0.9%
PMG
671
Private Management Group
California
$421K – – –
DSC
672
Duncker Streett & Co
Missouri
$420K – – –
CAN
673
Capital Advisor Network
Indiana
$418K +$422K +5,417 New
AFP
674
Alpha Financial Partners
Kentucky
$418K +$149K +1,910 +55%
CAAS
675
Capital Asset Advisory Services
Michigan
$412K -$311 -4 -0.1%
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27
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