We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
751
PAX Financial Group
Texas
$296K -$13.5K -174 -4%
GCM
752
Gibraltar Capital Management
Oklahoma
$296K -$115K -1,482 -28%
PD
753
Planning Directions
Pennsylvania
$291K +$1.95K +25 +0.7%
BMA
754
Brooks Moore & Associates
Tennessee
$291K +$294K +3,775 New
MSFP
755
Mark Sheptoff Financial Planning
Connecticut
$291K +$295K +3,789 New
AWMNY
756
Arcadia Wealth Management (New York)
New York
$289K – – –
JKA
757
Jones Kertz & Associates
Minnesota
$288K – – –
TCA
758
Transcend Capital Advisors
New Jersey
$286K – – –
SP
759
Sequent Planning
Nebraska
$285K +$288K +3,698 New
SWG
760
Summit Wealth Group
Vermont
$284K +$1.32K +17 +0.5%
TP
761
Tranquility Partners
Tennessee
$284K +$32.9K +422 +13%
NP
762
NorthRock Partners
Minnesota
$284K +$22.3K +287 +8%
CAG
763
Crestwood Advisors Group
Massachusetts
$284K – – –
RFP
764
RCS Financial Planning
Maryland
$283K -$778 -10 -0.3%
RCM
765
Radnor Capital Management
Pennsylvania
$283K – – –
CCMG
766
Clark Capital Management Group
Pennsylvania
$282K +$35.6K +457 +14%
NRI
767
NFP Retirement Inc
California
$281K +$1.79K +23 +0.6%
AWMM
768
Aegis Wealth Management (Maryland)
Maryland
$278K – – –
TSMHT
769
Thurston Springer Miller Herd & Titak
Indiana
$277K +$623 +8 +0.2%
GWCM
770
Godshalk Welsh Capital Management
Pennsylvania
$277K +$8.1K +104 +3%
FWMP
771
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$275K – – –
WJWM
772
Williams Jones Wealth Management
New York
$275K -$272K -3,500 -50%
WEG
773
World Equity Group
Illinois
$275K -$3.89K -50 -1%
O3W
774
Omni 360 Wealth
New Jersey
$273K -$14K -180 -5%
EFS
775
Essex Financial Services
Connecticut
$273K +$275K +3,534 New
29 30
31
32 33