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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
KSB
751
Kennebec Savings Bank
Maine
$163K +$160K +2,074 New
PB
752
Pinnacle Bancorp
Nebraska
$158K +$5.55K +72 +4%
GWMI
753
Guardian Wealth Management (Illinois)
Illinois
$156K -$12.4K -161 -7%
WPA
754
West Paces Advisors
Georgia
$149K – – –
BCWM
755
Bartlett & Co Wealth Management
Ohio
$130K +$5.01K +65 +4%
ACA
756
Atlas Capital Advisors
Wyoming
$127K -$1.7K -22 -1%
LIS
757
Legacy Investment Solutions
Idaho
$119K +$122K +1,585 New
LWMI
758
Legacy Wealth Management (Idaho)
Idaho
$119K +$122K +1,585 New
SIS
759
Strategic Investment Solutions
Illinois
$119K +$117K +1,521 New
SSB
760
Sandy Spring Bank
Maryland
$105K – – –
RFG
761
REAP Financial Group
Texas
$104K -$5.71K -74 -5%
BOC
762
Bull Oak Capital
California
$103K +$101K +1,308 New
BA
763
Bristlecone Advisors
Washington
$102K +$101K +1,307 New
RWPA
764
Richard W. Paul & Associates
Michigan
$95K -$1.93K -25 -2%
AWM
765
Abound Wealth Management
Tennessee
$83.8K +$771 +10 +0.9%
HIA
766
Harbor Investment Advisory
Maryland
$80.9K -$694 -9 -0.9%
SWM
767
Sugarloaf Wealth Management
Georgia
$80.8K +$20.7K +269 +35%
SWA
768
SOA Wealth Advisors
New York
$80.2K – – –
KPP
769
Kings Path Partners
Texas
$79.6K -$16.8K -218 -18%
TAM
770
Townsend Asset Management
North Carolina
$67.5K +$463 +6 +0.7%
MFA
771
McClarren Financial Advisors
Pennsylvania
$67K +$12K +156 New
BIA
772
Bell Investment Advisors
California
$61.3K – – –
LFA
773
LGT Financial Advisors
Texas
$60.4K -$81.7K -1,060 -58%
CAS
774
Coppell Advisory Solutions
Texas
$56.4K +$41.6K +539 +301%
GM
775
GeoWealth Management
Illinois
$49.6K +$48K +622 +5,655%
29 30
31
32 33