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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
751
HighPoint Advisor Group
Illinois
$296K +$36.2K +471 +14%
MWM
752
Maridea Wealth Management
New York
$295K -$461 -6 -0.2%
NRI
753
NFP Retirement Inc
California
$294K +$14.4K +187 +5%
GCM
754
Gibraltar Capital Management
Oklahoma
$294K – – –
NP
755
NorthRock Partners
Minnesota
$292K +$10.1K +132 +4%
FF
756
Friday Financial
Iowa
$291K +$54.5K +710 +23%
BMA
757
Brooks Moore & Associates
Tennessee
$290K – – –
SF
758
SWP Financial
California
$288K -$205K -2,674 -42%
CAM
759
Cresset Asset Management
Illinois
$288K +$23K +299 +9%
AWMNY
760
Arcadia Wealth Management (New York)
New York
$287K – – –
JKA
761
Jones Kertz & Associates
Minnesota
$287K – – –
PFG
762
PAX Financial Group
Texas
$286K -$8.14K -106 -3%
RFP
763
RCS Financial Planning
Maryland
$285K +$2.84K +37 +1%
TP
764
Tranquility Partners
Tennessee
$283K – – –
SWG
765
Summit Wealth Group
Vermont
$282K -$230 -3 -0.1%
CAG
766
Crestwood Advisors Group
Massachusetts
$282K – – –
RCM
767
Radnor Capital Management
Pennsylvania
$281K – – –
BCM
768
Basso Capital Management
Connecticut
$279K +$279K +3,633 New
GWCM
769
Godshalk Welsh Capital Management
Pennsylvania
$276K +$461 +6 +0.2%
BWL
770
Bogart Wealth LLC
Virginia
$275K -$76.5K -996 -22%
FWMP
771
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$274K – – –
CFS
772
CRA Financial Services
New Jersey
$273K +$1.84K +24 +0.7%
KF
773
Krilogy Financial
Missouri
$272K +$272K +3,546 New
ALWM
774
Andrews Lucia Wealth Management
California
$271K -$33.4K -435 -11%
AWMM
775
Aegis Wealth Management (Maryland)
Maryland
$270K -$6.14K -80 -2%
29 30
31
32 33