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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
776
Fisher Asset Management
Washington
$270K +$270K +3,522 New
TCA
777
Transcend Capital Advisors
New Jersey
$268K -$16.2K -211 -6%
CPW
778
Cogent Private Wealth
Florida
$268K – – –
O3W
779
Omni 360 Wealth
New Jersey
$266K -$4.99K -65 -2%
TA
780
TFB Advisors
Kansas
$266K – – –
MAWCM
781
Mine & Arao Wealth Creation & Management
California
$264K -$1.23K -16 -0.5%
OWA
782
Octavia Wealth Advisors
Ohio
$264K – – –
XT
783
XTX Topco
Cayman Islands
$263K -$117K -1,522 -31%
EAM
784
Empirical Asset Management
Massachusetts
$263K +$32.6K +425 +14%
GWWM
785
Great Waters Wealth Management
Minnesota
$261K +$261K +3,406 New
OCM
786
Orleans Capital Management
Louisiana
$259K – – –
EWM
787
Echo Wealth Management
Minnesota
$259K – – –
PMA
788
Prudent Man Advisors
Illinois
$259K +$30.7K +400 +13%
RLWM
789
RF&L Wealth Management
Massachusetts
$259K +$18.4K +240 +8%
SIMC
790
Squire Investment Management Company
Utah
$259K +$259K +3,373 New
WEG
791
World Equity Group
Illinois
$258K -$34K -443 -12%
BWS
792
Buck Wealth Strategies
Colorado
$256K -$56.7K -739 -18%
WF
793
WealthPoint Financial
North Carolina
$256K +$7.98K +104 +3%
HIM
794
Harbour Investment Management
Washington
$254K – – –
IWMO
795
Integrated Wealth Management (Ohio)
Ohio
$254K -$10.7K -140 -4%
IP
796
Ignite Planners
California
$252K -$50.8K -662 -17%
HAG
797
HF Advisory Group
Maryland
$252K +$4.22K +55 +2%
HGWM
798
Horst & Graben Wealth Management
Oregon
$252K +$1.84K +24 +0.7%
GC
799
Gibson Capital
Pennsylvania
$249K – – –
GSWM
800
Golden State Wealth Management
California
$249K -$183K -2,379 -42%