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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
701
Panoramic Investment Advisors
Colorado
$317K – – –
SFWC
702
Strategic Family Wealth Counselors
New Jersey
$316K – – –
PAS
703
PKS Advisory Services
New York
$310K +$228 +3 +0.1%
GRA
704
Golden Road Advisors
Florida
$309K +$28.9K +380 +11%
CAWM
705
Capital Advisors Wealth Management
Washington
$308K +$3.05K +40 +1%
FRA
706
FFG Retirement Advisors
Colorado
$306K -$188K -2,470 -38%
MAS
707
MPWM Advisory Solutions
Georgia
$301K -$8K -105 -3%
SWG
708
Summit Wealth Group
Vermont
$300K -$24.6K -323 -8%
TA
709
TFB Advisors
Kansas
$297K -$3.05K -40 -1%
KIM
710
Kestra Investment Management
Texas
$296K -$70.9K -931 -20%
DWM
711
Dakota Wealth Management
Florida
$295K -$138K -1,815 -32%
BST
712
Bath Savings Trust
Maine
$295K -$60K -788 -17%
LG
713
LaFleur & Godfrey
Michigan
$293K -$29.5K -387 -9%
FBB
714
Fulton Breakefield Broenniman
Maryland
$292K – – –
AWMNY
715
Arcadia Wealth Management (New York)
New York
$289K – – –
WEG
716
World Equity Group
Illinois
$289K -$42.5K -558 -13%
TCA
717
Transcend Capital Advisors
New Jersey
$287K -$4.72K -62 -2%
GCM
718
Gibraltar Capital Management
Oklahoma
$287K +$282K +3,705 New
DWAM
719
Duncan Williams Asset Management
Tennessee
$286K – – –
MC
720
Moors & Cabot
Massachusetts
$284K +$29.7K +390 +12%
CAG
721
Crestwood Advisors Group
Massachusetts
$284K – – –
JWCA
722
J.W. Coons Advisors
Ohio
$284K – – –
GWCM
723
Godshalk Welsh Capital Management
Pennsylvania
$284K -$59.3K -779 -18%
GC
724
Gibson Capital
Pennsylvania
$278K -$24.8K -325 -8%
AFG
725
Atomi Financial Group
New York
$276K -$9.9K -130 -4%
27 28
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