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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
801
Avion Wealth
Texas
$4K – – –
LB
802
Legacy Bridge
Iowa
$3.77K – – –
CP
803
Castleview Partners
Texas
$3.62K +$452 +6 +14%
IRC
804
Investors Research Corp
Georgia
$3.54K – – –
GEA
805
Glen Eagle Advisors
New Jersey
$2.82K – – –
FSWA
806
Financial Synergies Wealth Advisors
Texas
$2.41K -$9.95K -132 -80%
GM
807
GeoWealth Management
Illinois
$2.41K -$2.11K -28 -47%
IFAM
808
Institutional & Family Asset Management
Colorado
$2.04K – – –
OLVIG
809
Oliver Lagore Vanvalin Investment Group
Michigan
$2.04K +$2.04K +27 New
CMA
810
Cedar Mountain Advisors
Oregon
$1.81K – – –
KFI
811
Key Financial Inc
Pennsylvania
$1.81K – – –
AFWM
812
Abich Financial Wealth Management
Virginia
$1.58K +$1.58K +21 New
IPW
813
Impact Partnership Wealth
Georgia
$1.13K -$6.03K -80 -84%
WIA
814
Wetzel Investment Advisors
Indiana
$1.1K – – –
C
815
Covestor
United Kingdom
$1K -$904 -12 -43%
TFA
816
Transamerica Financial Advisors
Florida
$1K – – –
RS
817
Rakuten Securities
Japan
$905 +$904 +12 New
OSAM
818
O'Shaughnessy Asset Management
Connecticut
$592 +$603 +8 New
FDCDDQ
819
Federation des caisses Desjardins du Quebec
Quebec, Canada
$452 -$1.88K -25 -81%
DWM
820
Dogwood Wealth Management
Kansas
$385 – – –
CTA
821
Colonial Trust Advisors
South Carolina
$302 +$301 +4 New
WWM
822
Wiser Wealth Management
Georgia
– -$12.2M -160,442 Closed
AA
823
Atmos Advisory
Pennsylvania
– -$9.21M -120,637 Closed
ETC
824
Exchange Traded Concepts
Oklahoma
– -$6.53M -85,463 Closed
MWM
825
Marion Wealth Management
Pennsylvania
– -$4.78M -62,537 Closed
31 32
33
34 35