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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$42.9M -$4.42M -58,023 -9%
VFP
52
Verus Financial Partners
Virginia
$42.8M +$1.16M +15,174 +3%
BPWM
53
Badgley Phelps Wealth Managers
Washington
$42.4M +$211K +2,767 +0.5%
DWS
54
Discipline Wealth Solutions
South Carolina
$41.9M +$3M +39,352 +8%
MWA
55
MFA Wealth Advisors
Pennsylvania
$41.6M -$1.91M -25,116 -4%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$41M +$4.62M +60,659 +13%
CFS
57
Cannon Financial Strategists
Georgia
$40.5M +$4.7M +61,680 +13%
HighTower Advisors
58
HighTower Advisors
Illinois
$40.5M +$437K +5,734 +1%
FFA
59
Farther Finance Advisors
California
$40.2M -$528K -6,938 -1%
CPG
60
Cornerstone Planning Group
New Jersey
$39.6M +$2.66M +34,964 +7%
CSP
61
Cary Street Partners
Virginia
$37.5M +$1.14M +15,020 +3%
FPTW
62
Franklin, Parlapiano, Turner & Welch
Texas
$37.5M +$175K +2,294 +0.5%
WCWM
63
Willow Creek Wealth Management
California
$37.1M +$74.9K +984 +0.2%
CFG
64
Cooper Financial Group
California
$36.9M +$2.9M +38,128 +9%
PCM
65
Penserra Capital Management
California
$36.6M +$21.8M +286,201 +153%
MWM
66
Modera Wealth Management
New Jersey
$36M -$729K -9,567 -2%
JP Morgan Chase
67
JP Morgan Chase
New York
$34.7M +$1.67M +21,898 +5%
Stifel Financial
68
Stifel Financial
Missouri
$34.6M +$240K +3,154 +0.7%
GFG
69
Greystone Financial Group
Michigan
$34.5M +$10.6M +138,719 +45%
BWA
70
Burt Wealth Advisors
Maryland
$34.4M +$1.07M +13,997 +3%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$34M -$333K -4,377 -1%
SA
72
Seneschal Advisors
Washington
$33.7M +$850K +11,159 +3%
B
73
BetterWealth
California
$33M +$1.61M +21,166 +5%
PRS
74
Pinkerton Retirement Specialists
Idaho
$32.7M +$3.23M +42,450 +11%
EFG
75
Everhart Financial Group
Ohio
$32.4M -$4.78M -62,769 -13%