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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
751
Essex Savings Bank
Connecticut
$245K – – –
DFA
752
Delta Financial Advisors
Louisiana
$244K +$242K +3,120 New
FF
753
Friday Financial
Iowa
$243K – – –
IWM
754
IHT Wealth Management
Illinois
$242K +$2.17K +28 +0.9%
AWMM
755
Aegis Wealth Management (Maryland)
Maryland
$241K – – –
TP
756
Tranquility Partners
Tennessee
$240K +$238K +3,076 New
GM
757
GeoWealth Management
Illinois
$240K +$209K +2,701 +726%
RPA
758
Redwood Park Advisors
California
$237K +$2.4K +31 +1%
MKW
759
Mullaney, Keating & Wright
Connecticut
$237K +$235K +3,033 New
DF
760
Dunhill Financial
United Kingdom
$237K -$413K -5,338 Closed
MWM
761
Modern Wealth Management
Kansas
$234K -$19K -246 -8%
ANTB
762
AMG National Trust Bank
Colorado
$234K +$232K +2,995 New
BA
763
Brightwater Advisory
Florida
$233K – – –
PMA
764
Prudent Man Advisors
Illinois
$233K – – –
KCM
765
Kathmere Capital Management
Pennsylvania
$232K – – –
PD
766
Planning Directions
Pennsylvania
$231K +$229K +2,962 New
CWP
767
Concord Wealth Partners
Virginia
$231K – – –
VIPI
768
Vista Investment Partners II
Indiana
$231K +$229K +2,952 New
IAG
769
Investment Advisory Group
Massachusetts
$228K -$7.74K -100 -3%
VFS
770
Valpey Financial Services
New Hampshire
$228K +$2.32K +30 +1%
ECA
771
Elevation Capital Advisory
Oregon
$227K -$20.8K -269 -8%
OC
772
Oarsman Capital
Wisconsin
$227K +$11.1K +143 +5%
EW
773
Evoke Wealth
California
$225K +$223K +2,886 New
HAG
774
HF Advisory Group
Maryland
$225K +$4.88K +63 +2%
SFGP
775
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$224K +$7.59K +98 +4%
29 30
31
32 33