We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
51
Verus Financial Partners
Virginia
$39.2M +$438K +5,763 +1%
DWS
52
Discipline Wealth Solutions
South Carolina
$37.6M +$3.24M +42,643 +9%
MWM
53
Modera Wealth Management
New Jersey
$36.5M -$107K -1,409 -0.3%
FPTW
54
Franklin, Parlapiano, Turner & Welch
Texas
$36.1M +$588K +7,731 +2%
BS
55
Brighton Securities
New York
$35.5M +$36.1M +474,564 New
WCWM
56
Willow Creek Wealth Management
California
$35.3M +$2.46M +32,374 +7%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$34.6M +$585K +7,699 +2%
CPG
58
Cornerstone Planning Group
New Jersey
$34.5M +$20M +262,804 +135%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$34.4M +$1.53M +20,103 +5%
FFA
60
Farther Finance Advisors
California
$34.3M +$4.03M +53,017 +13%
HighTower Advisors
61
HighTower Advisors
Illinois
$32.9M +$1.65M +21,736 +5%
CFS
62
Cannon Financial Strategists
Georgia
$32M +$2.1M +27,666 +7%
SA
63
Seneschal Advisors
Washington
$32M +$32.6M +428,377 New
Financial Engines Advisors
64
Financial Engines Advisors
California
$31.9M +$13.2M +174,116 +69%
MFT
65
Moisand Fitzgerald Tamayo
Florida
$31.5M +$1.5M +19,665 +5%
Stifel Financial
66
Stifel Financial
Missouri
$31.5M +$441K +5,797 +1%
BWA
67
Burt Wealth Advisors
Maryland
$31M +$2.57M +33,745 +9%
CWC
68
Carolinas Wealth Consulting
North Carolina
$30.3M -$128K -1,679 -0.4%
FCI
69
Financial Counselors Inc
Kansas
$30.1M +$11.6M +152,235 +61%
CFG
70
Cooper Financial Group
California
$29.9M +$2.82M +37,051 +10%
B
71
BetterWealth
California
$29.7M +$30.2M +396,971 New
AWS
72
Atria Wealth Solutions
New York
$29.5M +$3.31M +43,593 +12%
AWM
73
Avior Wealth Management
Nebraska
$29.5M +$1.36M +17,888 +5%
JP Morgan Chase
74
JP Morgan Chase
New York
$28.4M -$2.7M -35,535 -9%
MHR
75
Matthew Hamilton Rosenberg
$28.3M +$1.01M +13,339 +4%