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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
726
Marshall Investment Management
Colorado
$330K +$26.5K +340 +9%
NWAG
727
Net Worth Advisory Group
Utah
$328K -$371K -4,765 -53%
FDW
728
Fourth Dimension Wealth
Ohio
$325K -$46.8K -601 -12%
GJIA
729
Glass Jacobson Investment Advisors
Maryland
$323K +$48K +617 +17%
WF
730
WoodTrust Financial
Wisconsin
$319K -$553K -7,104 -63%
GWM
731
Greenwich Wealth Management
Connecticut
$318K – – –
SWIM
732
Smallwood Wealth Investment Management
New Jersey
$317K -$17K -219 -5%
BST
733
Bath Savings Trust
Maine
$315K -$2.65K -34 -0.8%
BWS
734
Buck Wealth Strategies
Colorado
$315K -$20.6K -265 -6%
BTWM
735
Baker Tilly Wealth Management
Wisconsin
$315K +$318K +4,080 New
MMCM
736
Murphy & Mullick Capital Management
New York
$314K -$21.6K -278 -6%
GM
737
GeoWealth Management
Illinois
$313K +$180K +2,317 +134%
MC
738
Moors & Cabot
Massachusetts
$310K +$13.4K +172 +4%
SMA
739
Seven Mile Advisory
New Jersey
$310K +$312K +4,013 New
FRA
740
FFG Retirement Advisors
Colorado
$308K +$2.1K +27 +0.7%
EPW
741
Endeavor Private Wealth
Kansas
$308K -$311 -4 -0.1%
MFIM
742
Mesirow Financial Investment Management
Illinois
$307K +$9.5K +122 +3%
ALWM
743
Andrews Lucia Wealth Management
California
$306K -$9.11K -117 -3%
PAS
744
PKS Advisory Services
New York
$305K +$389 +5 +0.1%
QWP
745
Quotient Wealth Partners
Texas
$305K -$2.49K -32 -0.8%
FPCG
746
Forum Private Client Group
Indiana
$304K +$45.2K +581 +17%
IP
747
Ignite Planners
California
$300K -$53.7K -690 -15%
BDFN
748
Bond & Devick Financial Network
Minnesota
$300K – – –
BJL
749
Brighton Jones LLC
Washington
$298K +$301K +3,861 New
MWM
750
Maridea Wealth Management
New York
$298K -$156 -2 -0.1%
28 29
30
31 32