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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
801
Redwood Park Advisors
California
$240K +$3.29K +42 +1%
BCM
802
Blume Capital Management
California
$238K +$66.7K +853 +39%
OC
803
Oarsman Capital
Wisconsin
$238K +$12K +154 +5%
SWRP
804
Summit Wealth & Retirement Planning
California
$238K +$29.3K +375 +14%
TC
805
TAGStone Capital
North Carolina
$235K -$24.9K -319 -10%
TPWM
806
Torrey-Payne Wealth Management
California
$235K +$236K +3,021 New
ANTB
807
AMG National Trust Bank
Colorado
$233K – – –
PMA
808
Prudent Man Advisors
Illinois
$232K – – –
TA
809
TrueWealth Advisors
Alabama
$231K -$24K -307 -9%
KCM
810
Kathmere Capital Management
Pennsylvania
$231K +$78 +1 +0%
VFS
811
Valpey Financial Services
New Hampshire
$231K +$3.13K +40 +1%
GIA
812
Gladstone Institutional Advisory
Florida
$231K -$65.7K -840 -22%
CWP
813
Concord Wealth Partners
Virginia
$231K – – –
BWM
814
BNC Wealth Management
Oregon
$230K +$20.7K +265 +10%
RLWM
815
RF&L Wealth Management
Massachusetts
$229K -$46.9K -600 -17%
SLWM
816
Stone Loft Wealth Management
Pennsylvania
$228K +$229K +2,928 New
IAG
817
Investment Advisory Group
Massachusetts
$228K – – –
UAG
818
United Advisor Group
Ohio
$228K +$13.1K +168 +6%
SFGP
819
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$226K +$2.74K +35 +1%
EW
820
Evoke Wealth
California
$225K -$156 -2 -0.1%
WF
821
WealthPoint Financial
North Carolina
$223K +$224K +2,863 New
SF
822
Symphony Financial
Texas
$223K +$938 +12 +0.4%
TCG
823
Transcendent Capital Group
Oklahoma
$219K – – –
CCM
824
Coldstream Capital Management
Washington
$217K +$218K +2,792 New
CSIC
825
Clifford Swan Investment Counsel
California
$217K +$218K +2,782 New
31 32
33
34 35