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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
726
Arbor Wealth Advisors
Michigan
$332K +$1.96K +25 +0.6%
SFWC
727
Strategic Family Wealth Counselors
New Jersey
$330K +$13.1K +168 +4%
LWM
728
LongView Wealth Management
Georgia
$329K -$97.7K -1,249 -23%
OCA
729
OpenArc Corporate Advisory
Georgia
$328K +$330K +4,216 New
CJ
730
Caitlin John
Michigan
$328K – – –
WANY
731
Wealthspire Advisors (New York)
New York
$328K +$75.1K +960 +30%
WDC
732
Woodward Diversified Capital
California
$326K -$262K -3,349 -44%
BST
733
Bath Savings Trust
Maine
$321K +$27.4K +350 +9%
GWM
734
Greenwich Wealth Management
Connecticut
$320K – – –
PIA
735
Panoramic Investment Advisors
Colorado
$319K – – –
ALWM
736
Andrews Lucia Wealth Management
California
$318K -$92.3K -1,180 -22%
PFG
737
PAX Financial Group
Texas
$312K -$937K -11,977 -75%
EPW
738
Endeavor Private Wealth
Kansas
$311K +$20.1K +257 +7%
QWP
739
Quotient Wealth Partners
Texas
$310K +$7.74K +99 +3%
CPW
740
Cogent Private Wealth
Florida
$310K +$311K +3,975 New
FRA
741
FFG Retirement Advisors
Colorado
$308K – – –
IA
742
IFG Advisory
Georgia
$307K +$1.96K +25 +0.6%
PAS
743
PKS Advisory Services
New York
$307K -$7.9K -101 -2%
MIM
744
Marshall Investment Management
Colorado
$306K +$307K +3,931 New
BDFN
745
Bond & Devick Financial Network
Minnesota
$302K +$100K +1,279 +49%
MWM
746
Maridea Wealth Management
New York
$300K -$10.8K -138 -3%
MFIM
747
Mesirow Financial Investment Management
Illinois
$300K +$38.1K +487 +14%
WEG
748
World Equity Group
Illinois
$300K +$10.8K +138 +4%
WWM
749
Western Wealth Management
Colorado
$300K +$14.8K +189 +5%
MC
750
Moors & Cabot
Massachusetts
$299K -$24.7K -316 -8%
28 29
30
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