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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cranbrook Wealth Management
Michigan
$23M -$4.05M -51,586 -15%
KAS
52
Kestra Advisory Services
Texas
$22.9M +$3.15M +40,188 +16%
AF
53
Allworth Financial
California
$22.7M +$2.23M +28,389 +11%
AWS
54
Atria Wealth Solutions
New York
$22.1M -$1.18M -15,105 -5%
SWRP
55
Summit Wealth & Retirement Planning
California
$22M +$488K +6,217 +2%
WPWM
56
Windward Private Wealth Management
Kansas
$21.1M +$388K +4,943 +2%
BC
57
Burney Company
Virginia
$20.6M +$20.8M +265,821 New
BWA
58
Burt Wealth Advisors
Maryland
$20.5M -$7.79M -99,323 -27%
KLI
59
Kelman-Lazarov Inc
Tennessee
$20.3M +$20.5M +261,943 New
ST
60
Smithfield Trust
Pennsylvania
$20.3M -$4.48M -57,156 -18%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$19.6M -$435K -5,542 -2%
FFG
62
Fullen Financial Group
Ohio
$17.8M +$408K +5,203 +2%
IWP
63
Insight Wealth Partners
Texas
$17.7M +$478K +6,100 +3%
OFP
64
OLIO Financial Planning
Virginia
$17M +$3.73M +47,573 +28%
HighTower Advisors
65
HighTower Advisors
Illinois
$16.8M +$66.5K +848 +0.4%
Wealthfront Advisers
66
Wealthfront Advisers
California
$16.7M +$714K +9,111 +4%
VCM
67
Verde Capital Management
Michigan
$16.2M -$6M -76,489 -27%
AWM
68
AE Wealth Management
Kansas
$15.7M -$1.28M -16,331 -7%
PGFC
69
Peapack-Gladstone Financial Corp
New Jersey
$15.4M -$103K -1,318 -0.7%
OPS
70
Orion Portfolio Solutions
Nebraska
$15.1M -$562K -7,164 -4%
HI
71
Human Investing
Oregon
$14.7M -$279K -3,559 -2%
BCM
72
Brookstone Capital Management
Illinois
$14.3M -$1.32M -16,775 -8%
Prudential Financial
73
Prudential Financial
New Jersey
$13.5M +$460K +5,867 +3%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$13.3M -$1.64M -20,934 -11%
NC
75
NewSquare Capital
Pennsylvania
$13.3M +$799K +10,195 +6%