We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
51
Badgley Phelps Wealth Managers
Washington
$41.8M +$984K +13,047 +2%
VFP
52
Verus Financial Partners
Virginia
$41.2M +$909K +12,045 +2%
WIA
53
World Investment Advisors
California
$41M +$30M +397,022 +287%
BS
54
Brighton Securities
New York
$40.4M +$3.99M +52,833 +11%
FFA
55
Farther Finance Advisors
California
$40.3M +$5.13M +68,067 +15%
HighTower Advisors
56
HighTower Advisors
Illinois
$39.6M +$5.79M +76,733 +17%
DWS
57
Discipline Wealth Solutions
South Carolina
$38.5M -$56.4K -747 -0.1%
Creative Planning
58
Creative Planning
Kansas
$38.5M +$12.6M +166,575 +50%
FPTW
59
Franklin, Parlapiano, Turner & Welch
Texas
$36.9M -$32.4K -430 -0.1%
EFG
60
Everhart Financial Group
Ohio
$36.9M +$34.5M +457,120 +1,869%
WCWM
61
Willow Creek Wealth Management
California
$36.6M +$424K +5,622 +1%
MWM
62
Modera Wealth Management
New Jersey
$36.3M -$1.08M -14,316 -3%
CPG
63
Cornerstone Planning Group
New Jersey
$36.1M +$1.38M +18,263 +4%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$36M +$708K +9,388 +2%
CSP
65
Cary Street Partners
Virginia
$36M -$4.81M -63,764 -11%
CFS
66
Cannon Financial Strategists
Georgia
$35.4M +$2.48M +32,935 +8%
Stifel Financial
67
Stifel Financial
Missouri
$34.1M +$1.81M +23,983 +6%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$34M -$1.51M -19,973 -4%
CFG
69
Cooper Financial Group
California
$33.6M +$2.88M +38,199 +10%
BWA
70
Burt Wealth Advisors
Maryland
$33M +$1.26M +16,661 +4%
JP Morgan Chase
71
JP Morgan Chase
New York
$32.7M +$3.56M +47,184 +12%
SA
72
Seneschal Advisors
Washington
$32.5M -$273K -3,623 -0.8%
Wealthfront Advisers
73
Wealthfront Advisers
California
$32.1M +$3.08M +40,769 +11%
AWS
74
Atria Wealth Solutions
New York
$31.6M +$1.31M +17,315 +4%
B
75
BetterWealth
California
$31M +$639K +8,467 +2%