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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
751
Dakota Wealth Management
Florida
$296K +$29.2K +374 +11%
PD
752
Planning Directions
Pennsylvania
$292K +$61.8K +790 +27%
AWMNY
753
Arcadia Wealth Management (New York)
New York
$292K – – –
JKA
754
Jones Kertz & Associates
Minnesota
$291K +$292K +3,738 New
O3W
755
Omni 360 Wealth
New Jersey
$290K +$1.88K +24 +0.6%
TCA
756
Transcend Capital Advisors
New Jersey
$289K – – –
HAG
757
HighPoint Advisor Group
Illinois
$289K +$290K +3,707 New
BWL
758
Bogart Wealth LLC
Virginia
$288K -$10.1K -129 -3%
RFP
759
RCS Financial Planning
Maryland
$287K +$76.7K +981 +36%
CAG
760
Crestwood Advisors Group
Massachusetts
$286K – – –
KIM
761
Kestra Investment Management
Texas
$286K +$28.8K +368 +11%
SWG
762
Summit Wealth Group
Vermont
$286K -$29.5K -377 -9%
RCM
763
Radnor Capital Management
Pennsylvania
$285K -$176K -2,250 -38%
NRI
764
NFP Retirement Inc
California
$282K +$21.4K +274 +8%
AWMM
765
Aegis Wealth Management (Maryland)
Maryland
$281K +$40.1K +513 +17%
TFA
766
Transamerica Financial Advisors
Florida
$280K +$93.1K +1,190 +49%
GC
767
Gibson Capital
Pennsylvania
$280K – – –
TSMHT
768
Thurston Springer Miller Herd & Titak
Indiana
$279K +$280K +3,580 New
GJIA
769
Glass Jacobson Investment Advisors
Maryland
$278K +$83.9K +1,073 +43%
FWMP
770
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$278K – – –
MAWCM
771
Mine & Arao Wealth Creation & Management
California
$277K +$1.02K +13 +0.4%
CFS
772
CRA Financial Services
New Jersey
$275K +$10.2K +130 +4%
AWM
773
Apollon Wealth Management
South Carolina
$274K -$94K -1,202 -25%
AFP
774
Alpha Financial Partners
Kentucky
$273K +$274K +3,501 New
IWMO
775
Integrated Wealth Management (Ohio)
Ohio
$272K +$273K +3,490 New
29 30
31
32 33