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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
851
LongView Wealth Management
Georgia
$210K -$142K -1,849 -40%
TA
852
TrueWealth Advisors
Alabama
$210K -$154 -2 -0.1%
MSFP
853
Mark Sheptoff Financial Planning
Connecticut
$205K -$85.2K -1,110 -29%
SFA
854
Sequoia Financial Advisors
Ohio
$205K -$52.8K -688 -20%
FAT
855
First American Trust
California
$205K +$206K +2,677 New
LJHT
856
Laurie J. Hall Trustee
$205K – – –
KFA
857
Kelleher Financial Advisors
New York
$205K +$102K +1,335 +100%
DCM
858
Dimension Capital Management
Florida
$205K – – –
LKBC
859
L.K. Benson & Company
Maryland
$202K +$2.15K +28 +1%
CIAS
860
Capital Investment Advisory Services
North Carolina
$202K +$230 +3 +0.1%
IWC
861
Infinity Wealth Counsel
Ohio
$202K +$202K +2,630 New
RPA
862
Redwood Park Advisors
California
$201K -$37.6K -490 -16%
3FI
863
3 Factor Indexing
California
$199K -$12.7K -165 -6%
KSB
864
Kennebec Savings Bank
Maine
$185K -$196K -2,555 -51%
TWIM
865
TIAA Wealth Investment Management
New York
$182K +$164K +2,132 +935%
AUB
866
Atlantic Union Bankshares
Virginia
$181K -$657K -8,558 -78%
SS
867
SBI Securities
Japan
$180K +$11K +143 +6%
MI
868
Markowski Investments
Florida
$180K +$180K +2,343 New
BFS
869
Beacon Financial Strategies
North Carolina
$177K +$177K +2,305 New
TCM
870
Timbuktu Capital Management
Massachusetts
$174K +$174K +2,265 New
TCPW
871
Twin City Private Wealth
North Carolina
$173K +$6.07K +79 +4%
RFS
872
Richardson Financial Services
Massachusetts
$171K -$7.06K -92 -4%
SIS
873
Strategic Investment Solutions
Illinois
$169K +$614 +8 +0.4%
RCM
874
Raleigh Capital Management
North Carolina
$166K -$9.98K -130 -6%
IWMA
875
Ironwood Wealth Management (Arizona)
Arizona
$159K +$98K +1,276 +159%
33 34
35
36 37