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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
C
701
Covestor
United Kingdom
$6K +$591 +7 +10%
HFA
702
HC Financial Advisors
California
$5K – – –
PMFA
703
Plante Moran Financial Advisors
Michigan
$5K – – –
LB
704
Legacy Bridge
Iowa
$4K – – –
AW
705
Avion Wealth
Texas
$3K – – –
MA
706
Montag & Associates
Georgia
$3K – – –
EWM
707
EPG Wealth Management
Georgia
$3K +$3.12K +37 New
CFN
708
Cordasco Financial Network
Florida
$2K – – –
IFAM
709
Institutional & Family Asset Management
Colorado
$2K – – –
KFI
710
Key Financial Inc
Pennsylvania
$2K – – –
BCMLT
711
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$844 +10 New
FDCDDQ
712
Federation des caisses Desjardins du Quebec
Quebec, Canada
$491 – – –
WIM
713
Westside Investment Management
California
$4 – – –
PWS
714
Paragon Wealth Strategies
Florida
– -$12.4M -141,730 Closed
SFS
715
Starfox Financial Services
Texas
– -$11.2M -130,347 Closed
AFS
716
Axiom Financial Strategies
Indiana
– -$10.3M -117,062 Closed
BWM
717
Brickley Wealth Management
California
– -$7.02M -80,092 Closed
SAMC
718
Spectrum Asset Management (California)
California
– -$5.91M -67,412 Closed
FTS
719
Fifth Third Securities
Ohio
– -$3.73M -42,630 Closed
BOS
720
Bank of Stockton
California
– -$3.53M -40,333 Closed
EA
721
Eudaimonia Advisors
Tennessee
– -$3.19M -36,465 Closed
BA
722
Ballew Advisors
Mississippi
– -$3.04M -35,346 Closed
BIP
723
Blueprint Investment Partners
North Carolina
– -$3M -34,184 Closed
WMA
724
West Michigan Advisors
Michigan
– -$2.59M -29,538 Closed
AWM
725
Aries Wealth Management
Maine
– -$1.38M -15,799 Closed
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