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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
826
IHT Wealth Management
Illinois
$228K -$12.5K -161 -5%
BWM
827
BNC Wealth Management
Oregon
$226K -$2.49K -32 -1%
IAG
828
Investment Advisory Group
Massachusetts
$226K
UAG
829
United Advisor Group
Ohio
$226K -$156 -2 -0.1%
SFGP
830
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$225K +$1.32K +17 +0.6%
EW
831
Evoke Wealth
California
$223K +$78 +1 +0%
LIWM
832
Long Island Wealth Management
New York
$222K -$193K -2,476 -46%
EWA
833
Elevate Wealth Advisory
Georgia
$220K +$8.25K +106 +4%
HCA
834
Hardworking Capital Advisors
California
$219K +$9.03K +116 +4%
SF
835
Symphony Financial
Texas
$218K -$1.48K -19 -0.7%
Empower Advisory Group
836
Empower Advisory Group
Colorado
$218K +$220K +2,829 New
TCG
837
Transcendent Capital Group
Oklahoma
$217K
BCM
838
Blume Capital Management
California
$216K -$20.2K -259 -8%
CSIC
839
Clifford Swan Investment Counsel
California
$215K
3FI
840
3 Factor Indexing
California
$213K +$214K +2,754 New
BCMLT
841
Beacon Capital Management LLC (Tennessee)
Tennessee
$212K +$214K +2,743 New
TA
842
TrueWealth Advisors
Alabama
$212K -$17.7K -227 -8%
LF
843
LifeSteps Financial
California
$211K +$213K +2,739 New
PFM
844
Potomac Fund Management
Florida
$211K +$5.06K +65 +2%
KIM
845
Kane Investment Management
California
$207K -$3.97K -51 -2%
SS
846
Sunbelt Securities
Texas
$207K
LJHT
847
Laurie J. Hall Trustee
$206K
DCM
848
Dimension Capital Management
Florida
$206K
GBWM
849
Granite Bay Wealth Management
New Hampshire
$204K +$206K +2,645 New
GS
850
GTS Securities
Florida
$204K +$206K +2,640 New