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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
776
Transcend Capital Advisors
New Jersey
$268K -$16.2K -211 -6%
CPW
777
Cogent Private Wealth
Florida
$268K – – –
O3W
778
Omni 360 Wealth
New Jersey
$266K -$4.99K -65 -2%
TA
779
TFB Advisors
Kansas
$266K – – –
MAWCM
780
Mine & Arao Wealth Creation & Management
California
$264K -$1.23K -16 -0.5%
OWA
781
Octavia Wealth Advisors
Ohio
$264K – – –
XT
782
XTX Topco
Cayman Islands
$263K -$117K -1,522 -31%
EAM
783
Empirical Asset Management
Massachusetts
$263K +$32.6K +425 +14%
GWWM
784
Great Waters Wealth Management
Minnesota
$261K +$261K +3,406 New
OCM
785
Orleans Capital Management
Louisiana
$259K – – –
EWM
786
Echo Wealth Management
Minnesota
$259K – – –
PMA
787
Prudent Man Advisors
Illinois
$259K +$30.7K +400 +13%
RLWM
788
RF&L Wealth Management
Massachusetts
$259K +$18.4K +240 +8%
SIMC
789
Squire Investment Management Company
Utah
$259K +$259K +3,373 New
WEG
790
World Equity Group
Illinois
$258K -$34K -443 -12%
BWS
791
Buck Wealth Strategies
Colorado
$256K -$56.7K -739 -18%
WF
792
WealthPoint Financial
North Carolina
$256K +$7.98K +104 +3%
HIM
793
Harbour Investment Management
Washington
$254K – – –
IWMO
794
Integrated Wealth Management (Ohio)
Ohio
$254K -$10.7K -140 -4%
IP
795
Ignite Planners
California
$252K -$50.8K -662 -17%
HAG
796
HF Advisory Group
Maryland
$252K +$4.22K +55 +2%
HGWM
797
Horst & Graben Wealth Management
Oregon
$252K +$1.84K +24 +0.7%
GC
798
Gibson Capital
Pennsylvania
$249K – – –
GSWM
799
Golden State Wealth Management
California
$249K -$183K -2,379 -42%
LF
800
LifeSteps Financial
California
$247K +$36.7K +478 +17%
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