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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
676
Bedel Financial Consulting
Indiana
$342K +$2.19K +29 +0.6%
FPCG
677
Forum Private Client Group
Indiana
$342K -$2.56K -34 -0.8%
GWCM
678
Godshalk Welsh Capital Management
Pennsylvania
$341K +$4.07K +54 +1%
BCA
679
Bay Capital Advisors
Virginia
$339K +$70.8K +938 +27%
WB
680
WesBanco Bank
West Virginia
$336K +$11.7K +155 +4%
IP
681
Ignite Planners
California
$336K +$331K +4,387 New
EE
682
EWG Elevate
California
$335K -$25.5K -338 -7%
CAAS
683
Capital Asset Advisory Services
Michigan
$333K -$92K -1,220 -22%
GC
684
Grimes & Company
Massachusetts
$331K +$1.74K +23 +0.5%
WEG
685
World Equity Group
Illinois
$329K -$269K -3,572 -45%
FNBT
686
FineMark National Bank & Trust
Florida
$328K +$324K +4,289 New
AWA
687
Arete Wealth Advisors
Illinois
$326K +$322K +4,264 New
LWM
688
Liberty Wealth Management
California
$326K +$15K +199 +5%
CJ
689
Caitlin John
Michigan
$323K – – –
SWG
690
Summit Wealth Group
Vermont
$322K -$43.6K -578 -12%
QWP
691
Quotient Wealth Partners
Texas
$322K -$45.5K -603 -13%
RIM
692
Redwood Investment Management
Arizona
$320K -$43.7K -579 -12%
LG
693
LaFleur & Godfrey
Michigan
$320K +$1.06K +14 +0.3%
AIM
694
Anchor Investment Management
South Carolina
$319K – – –
DCBT
695
Dakota Community Bank & Trust
North Dakota
$319K – – –
NW
696
NewEdge Wealth
Pennsylvania
$318K -$28.3K -375 -8%
FFWA
697
Forthright Family Wealth Advisory
Texas
$317K -$55K -729 -15%
WWM
698
Western Wealth Management
Colorado
$317K -$3.3M -43,718 -91%
PIA
699
Panoramic Investment Advisors
Colorado
$314K – – –
SFWC
700
Strategic Family Wealth Counselors
New Jersey
$313K +$95.9K +1,271 +45%
26 27
28
29 30