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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
801
LifeSteps Financial
California
$247K +$36.7K +478 +17%
NW
802
NewEdge Wealth
Pennsylvania
$247K -$205K -2,675 -45%
SWP
803
Summit Wealth Partners
Florida
$246K -$537 -7 -0.2%
MCCP
804
Mission Creek Capital Partners
California
$246K -$16.1K -210 -6%
CCMG
805
Clark Capital Management Group
Pennsylvania
$245K -$35.1K -457 -13%
GIA
806
Gladstone Institutional Advisory
Florida
$243K -$19.7K -257 -7%
AWM
807
Apollon Wealth Management
South Carolina
$243K +$8.29K +108 +4%
VWA
808
Visionary Wealth Advisors
Illinois
$242K +$242K +3,157 New
SIC
809
Salem Investment Counselors
North Carolina
$242K +$75.6K +985 +45%
EPW
810
Endeavor Private Wealth
Kansas
$241K -$65.4K -852 -21%
BTWM
811
Baker Tilly Wealth Management
Wisconsin
$240K -$73.3K -955 -23%
CAAS
812
Capital Asset Advisory Services
Michigan
$239K -$168K -2,190 -41%
AWM
813
Axxcess Wealth Management
California
$239K +$240K +3,122 New
VW
814
Veridan Wealth
Oregon
$238K -$6.81M -88,737 -97%
FBB
815
Fulton Breakefield Broenniman
Maryland
$238K – – –
TR
816
Tepp RIA
New Jersey
$236K +$236K +3,077 New
TC
817
TAGStone Capital
North Carolina
$234K +$1.38K +18 +0.6%
SLWM
818
Stone Loft Wealth Management
Pennsylvania
$232K -$23.8K -310 -9%
VFS
819
Valpey Financial Services
New Hampshire
$231K +$2.53K +33 +1%
ANTB
820
AMG National Trust Bank
Colorado
$230K – – –
DF
821
Dunhill Financial
United Kingdom
$230K -$12.1K -157 -5%
CAM
822
Capital Asset Management
Colorado
$229K -$673K -8,772 -75%
FA
823
FSA Advisors
Michigan
$228K +$229K +2,978 New
WA
824
WBH Advisory
Maryland
$227K -$22.1K -288 -9%
RIM
825
Redwood Investment Management
Arizona
$226K -$17.7K -230 -7%
31 32
33
34 35