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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$24.3M -$515K -6,097 -2%
VCM
52
Verde Capital Management
Michigan
$23.5M +$421K +4,989 +2%
RWP
53
RWA Wealth Partners
Massachusetts
$23M +$23.7M +281,075 New
SWRP
54
Summit Wealth & Retirement Planning
California
$22.7M +$618K +7,322 +3%
WPWM
55
Windward Private Wealth Management
Kansas
$21.8M -$976K -11,563 -4%
AF
56
Allworth Financial
California
$21.7M -$15.7M -186,155 -41%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$21.5M +$22.1M +262,289 New
TAIM
58
TD Ameritrade Investment Management
Nebraska
$21.3M -$3.83M -45,314 -15%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$21.2M -$2.89M -34,200 -12%
KAS
60
Kestra Advisory Services
Texas
$20.8M +$2.9M +34,310 +16%
DPI
61
Diversified Portfolios Inc
Michigan
$20.1M +$262K +3,101 +1%
AI
62
Atria Investments
North Carolina
$19.6M +$2.7M +31,999 +15%
FFG
63
Fullen Financial Group
Ohio
$18.3M +$123K +1,451 +0.7%
IWP
64
Insight Wealth Partners
Texas
$18.2M +$18.8M +222,262 New
AWM
65
AE Wealth Management
Kansas
$17.9M +$99.1K +1,174 +0.5%
KMWM
66
Keudell/Morrison Wealth Management
Oregon
$17.6M +$18.2M +215,508 New
SFMG
67
Sage Financial Management Group
Virginia
$17.6M +$634K +7,514 +4%
HighTower Advisors
68
HighTower Advisors
Illinois
$17.6M -$1.65M -19,563 -8%
CIA
69
Compass Ion Advisors
Pennsylvania
$17.3M -$265K -3,133 -1%
Wealthfront Advisers
70
Wealthfront Advisers
California
$16.9M +$3.62M +42,887 +26%
OPS
71
Orion Portfolio Solutions
Nebraska
$16.5M +$1.13M +13,419 +7%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$16.4M -$330K -3,909 -2%
HI
73
Human Investing
Oregon
$16M +$1.06M +12,557 +7%
BCM
74
Brookstone Capital Management
Illinois
$16M +$2.85M +33,727 +20%
FMC
75
First Merchants Corp
Indiana
$15.9M -$29.3K -347 -0.2%