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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Modera Wealth Management
New Jersey
$29.4M +$103K +1,391 +0.3%
CFS
52
Cannon Financial Strategists
Georgia
$29.1M -$3.82M -51,648 -11%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$28.7M +$315K +4,253 +1%
Principal Financial Group
54
Principal Financial Group
Iowa
$28M +$28.2M +381,106 +6,775%
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$27.5M +$9.89M +133,750 +47%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$27.4M -$2.47M -33,438 -8%
FNBTCON
57
First National Bank & Trust Co of Newtown
Pennsylvania
$25.8M -$540K -7,306 -2%
BOS
58
Bank of Stockton
California
$25.8M +$511K +6,906 +2%
AAS
59
Avantax Advisory Services
Texas
$25.5M +$1.79M +24,252 +7%
RJA
60
Raymond James & Associates
Florida
$25.3M +$1.29M +17,472 +5%
WCWM
61
Willow Creek Wealth Management
California
$24.3M +$4.3M +58,098 +21%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$24M +$4.19M +56,650 +21%
OFP
63
OLIO Financial Planning
Virginia
$23.9M +$1.52M +20,490 +7%
GWM
64
Geneos Wealth Management
Colorado
$23.6M +$1.11M +15,028 +5%
CWC
65
Carolinas Wealth Consulting
North Carolina
$23.4M +$12M +161,690 +96%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$23.3M -$2.52M -34,060 -10%
FF
67
Francis Financial
$22.8M +$2.65M +35,788 +13%
FCI
68
Financial Counselors Inc
Kansas
$22.2M +$22.7M +307,365 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$22.2M +$1.81M +24,420 +9%
RWP
70
Reliant Wealth Planning
Kentucky
$22M +$2.34M +31,638 +12%
WFA
71
Websterrogers Financial Advisors
South Carolina
$21.2M +$7.08M +95,705 +49%
AWS
72
Atria Wealth Solutions
New York
$20.6M -$4.42M -59,804 -17%
SCA
73
Scott Capital Advisors
Oregon
$20.6M +$4M +54,136 +23%
PRS
74
Pinkerton Retirement Specialists
Idaho
$20.2M -$248K -3,351 -1%
CIP
75
Capital Insight Partners
Arizona
$19.9M +$578K +7,810 +3%