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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
801
Octavia Wealth Advisors
Ohio
$200K – – –
BWM
802
BNC Wealth Management
Oregon
$200K +$204K +2,679 New
LJHT
803
Laurie J. Hall Trustee
$200K – – –
RF
804
Robinswood Financial
Washington
$198K – – –
EWA
805
Elevate Wealth Advisory
Georgia
$196K – – –
OC
806
Oarsman Capital
Wisconsin
$195K +$26.2K +344 +15%
KIM
807
Kestra Investment Management
Texas
$187K +$190K +2,496 New
PB
808
Pinnacle Bancorp
Nebraska
$181K +$30.8K +405 +20%
WSFS
809
Wilmington Savings Fund Society
Delaware
$172K – – –
SIC
810
Salem Investment Counselors
North Carolina
$171K +$1.37K +18 +0.8%
TCPW
811
Twin City Private Wealth
North Carolina
$165K -$99.8K -1,313 -37%
UCB
812
United Community Bank
South Carolina
$165K -$78.7K -1,035 -32%
SWA
813
SOA Wealth Advisors
New York
$165K +$89.9K +1,183 +116%
CT
814
Colonial Trust
South Carolina
$163K -$34.3K -451 -17%
SS
815
SBI Securities
Japan
$160K +$162K +2,136 New
RCM
816
Raleigh Capital Management
North Carolina
$158K -$456 -6 -0.3%
RFS
817
Richardson Financial Services
Massachusetts
$152K -$144K -1,900 -48%
PTC
818
Private Trust Company
Ohio
$147K -$88.3K -1,162 -37%
GWMI
819
Guardian Wealth Management (Illinois)
Illinois
$138K -$10.9K -144 -7%
MIA
820
MeadowBrook Investment Advisors
Michigan
$136K +$139K +1,825 New
WPA
821
West Paces Advisors
Georgia
$136K -$6.08K -80 -4%
AWM
822
Accredited Wealth Management
Kentucky
$130K +$132K +1,735 New
LIS
823
Legacy Investment Solutions
Idaho
$123K +$3.95K +52 +3%
LWMI
824
Legacy Wealth Management (Idaho)
Idaho
$123K +$3.95K +52 +3%
BCWM
825
Bartlett & Co Wealth Management
Ohio
$123K -$1.9K -25 -2%
31 32
33
34 35