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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
776
Wilkins Investment Counsel
Massachusetts
$218K +$215K +2,850 New
TCG
777
Transcendent Capital Group
Oklahoma
$215K – – –
SWP
778
Summit Wealth Partners
Florida
$215K +$9.2K +122 +5%
BCM
779
Blume Capital Management
California
$214K – – –
AIC
780
Archer Investment Corporation
Indiana
$213K +$4.07K +54 +2%
CB
781
Commerce Bank
Missouri
$212K – – –
FA
782
Fermata Advisors
California
$210K -$14.9K -198 -7%
AC
783
Addison Capital
Pennsylvania
$210K -$7.54K -100 -4%
SS
784
Sunbelt Securities
Texas
$210K -$5.73K -76 -3%
RPC
785
Rossmore Private Capital
Connecticut
$208K – – –
LEFP
786
Leading Edge Financial Planning
Tennessee
$208K +$1.21K +16 +0.6%
FMWA
787
Forvis Mazars Wealth Advisors
Missouri
$207K -$20.3K -269 -9%
VPF
788
Vantage Point Financial
Illinois
$206K -$29.9K -397 -13%
BWM
789
BNC Wealth Management
Oregon
$205K – – –
OWA
790
Octavia Wealth Advisors
Ohio
$205K – – –
LJHT
791
Laurie J. Hall Trustee
$205K – – –
DCM
792
Dimension Capital Management
Florida
$204K +$201K +2,668 New
WAG
793
Wallace Advisory Group
California
$204K +$206K +2,731 New
PWMG
794
Prestige Wealth Management Group
New Jersey
$204K -$31.4K -416 -14%
WA
795
WBH Advisory
Maryland
$203K -$2.19K -29 -1%
RF
796
Robinswood Financial
Washington
$203K – – –
AA
797
Alesco Advisors
New York
$203K -$17.7K -234 -8%
TFF
798
The Family Firm
Maryland
$202K +$199K +2,644 New
EWA
799
Elevate Wealth Advisory
Georgia
$201K – – –
UAG
800
United Advisor Group
Ohio
$200K +$197K +2,616 New
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