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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
701
PKS Advisory Services
New York
$299K +$304K +3,997 New
RWA
702
Redhawk Wealth Advisors
Minnesota
$297K +$54.3K +714 +22%
BOJHT
703
Bank of Jackson Hole Trust
Wyoming
$297K +$302K +3,970 New
MAS
704
MPWM Advisory Solutions
Georgia
$297K +$302K +3,969 New
FLA
705
Financial Life Advisors
Texas
$296K – – –
CAWM
706
Capital Advisors Wealth Management
Washington
$293K +$49K +644 +20%
AFG
707
Atomi Financial Group
New York
$293K -$142K -1,870 -32%
WAM
708
WNY Asset Management
New York
$291K -$76K -1,000 -20%
GRA
709
Golden Road Advisors
Florida
$291K -$535K -7,035 -64%
CWS
710
Cypress Wealth Services
California
$290K -$228 -3 -0.1%
SWM
711
SeaCrest Wealth Management
New York
$286K +$27.4K +360 +10%
FBB
712
Fulton Breakefield Broenniman
Maryland
$285K – – –
SHGA
713
Sand Hill Global Advisors
California
$284K – – –
HWA
714
HHM Wealth Advisors
Tennessee
$283K -$140K -1,836 -33%
AFAS
715
Acorn Financial Advisory Services
Virginia
$280K +$285K +3,753 New
AWMNY
716
Arcadia Wealth Management (New York)
New York
$280K +$285K +3,743 New
GIA
717
Gladstone Institutional Advisory
Florida
$278K +$2.43K +32 +0.9%
MECA
718
Miller Equity Capital Advisors
Texas
$277K +$1.9K +25 +0.7%
DWAM
719
Duncan Williams Asset Management
Tennessee
$276K -$284K -3,731 -50%
TA
720
TrueWealth Advisors
Alabama
$275K +$8.89K +117 +3%
FWM
721
Foguth Wealth Management
Michigan
$275K +$280K +3,677 New
CAG
722
Crestwood Advisors Group
Massachusetts
$275K +$279K +3,675 New
JWCA
723
J.W. Coons Advisors
Ohio
$274K – – –
JCM
724
Jacobi Capital Management
Pennsylvania
$271K +$1.67K +22 +0.6%
JSA
725
Jacobson & Schmitt Advisors
Wisconsin
$271K -$17.4M -228,966 -98%
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