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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
726
Sequent Planning
Nebraska
$334K +$50.7K +660 +18%
NA
727
Nestegg Advisors
New York
$334K +$335K +4,358 New
LFG
728
Leverty Financial Group
Wisconsin
$334K +$335K +4,358 New
GC
729
Grimes & Company
Massachusetts
$334K +$2.99K +39 +0.9%
BJL
730
Brighton Jones LLC
Washington
$331K +$35.2K +458 +12%
CF
731
Carter Financial
California
$329K – – –
WF
732
WoodTrust Financial
Wisconsin
$329K +$12.5K +163 +4%
FDW
733
Fourth Dimension Wealth
Ohio
$320K -$3.22K -42 -1%
BST
734
Bath Savings Trust
Maine
$319K +$5.91K +77 +2%
GWM
735
Greenwich Wealth Management
Connecticut
$316K – – –
LWM
736
Latko Wealth Management
Illinois
$313K -$416K -5,421 -57%
QWP
737
Quotient Wealth Partners
Texas
$312K +$9.14K +119 +3%
SWIM
738
Smallwood Wealth Investment Management
New Jersey
$312K -$3.53K -46 -1%
GJIA
739
Glass Jacobson Investment Advisors
Maryland
$310K -$11.4K -149 -4%
PAS
740
PKS Advisory Services
New York
$306K +$3.22K +42 +1%
GM
741
GeoWealth Management
Illinois
$306K -$4.91K -64 -2%
MFIM
742
Mesirow Financial Investment Management
Illinois
$305K +$154 +2 +0.1%
MIM
743
Marshall Investment Management
Colorado
$303K -$24.4K -318 -7%
EFS
744
Essex Financial Services
Connecticut
$303K +$31.6K +411 +12%
AWP
745
Axis Wealth Partners
Rhode Island
$302K +$303K +3,944 New
FPCG
746
Forum Private Client Group
Indiana
$301K -$1.3K -17 -0.4%
PD
747
Planning Directions
Pennsylvania
$300K +$10.1K +132 +3%
RFP
748
Root Financial Partners
California
$299K +$119K +1,554 +66%
TSMHT
749
Thurston Springer Miller Herd & Titak
Indiana
$296K +$21.2K +276 +8%
HAG
750
HighPoint Advisor Group
Illinois
$296K +$36.2K +471 +14%
28 29
30
31 32