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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$25M +$8.67M +116,977 +53%
KAS
52
Kestra Advisory Services
Texas
$23.4M +$3.54M +47,778 +18%
DPI
53
Diversified Portfolios Inc
Michigan
$23.4M -$1.41M -19,015 -6%
Stifel Financial
54
Stifel Financial
Missouri
$23.2M -$2.78M -37,538 -11%
GWM
55
Geneos Wealth Management
Colorado
$21.8M -$75.6K -1,020 -0.3%
AWS
56
Atria Wealth Solutions
New York
$21.8M -$177K -2,385 -0.8%
PRS
57
Pinkerton Retirement Specialists
Idaho
$21.2M -$711K -9,589 -3%
EC
58
Estate Counselors
Wisconsin
$20.6M +$20.5M +276,675 New
SWRP
59
Summit Wealth & Retirement Planning
California
$20.5M +$108K +1,454 +0.5%
BOS
60
Bank of Stockton
California
$20.3M +$12.4M +167,417 +158%
FFG
61
Fullen Financial Group
Ohio
$20.2M +$2.09M +28,154 +12%
OFP
62
OLIO Financial Planning
Virginia
$19.4M +$2.36M +31,902 +14%
PGFC
63
Peapack-Gladstone Financial Corp
New Jersey
$19.4M -$1.79M -24,141 -8%
GC
64
Grimes & Company
Massachusetts
$18.6M +$18.6M +250,743 New
WPWM
65
Windward Private Wealth Management
Kansas
$17.8M +$762K +10,286 +4%
WCWM
66
Willow Creek Wealth Management
California
$17.1M +$14.1M +189,983 +475%
AA
67
Atmos Advisory
Pennsylvania
$16.6M +$16.5M +222,881 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$16.5M -$1.57M -21,170 -9%
AAG
69
Armstrong Advisory Group
Massachusetts
$15.5M +$15.5M +208,591 New
CAN
70
Cetera Advisor Networks
California
$15.2M +$4.46M +60,164 +42%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$14.9M +$2.83M +38,223 +24%
FMC
72
First Merchants Corp
Indiana
$14.3M +$288K +3,893 +2%
OPS
73
Orion Portfolio Solutions
Nebraska
$14.3M +$630K +8,508 +5%
AWM
74
AE Wealth Management
Kansas
$13.7M -$229K -3,097 -2%
Prudential Financial
75
Prudential Financial
New Jersey
$13.4M +$450K +6,078 +3%