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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
901
Quest 10 Wealth Builders
Virginia
$7.73K – – –
MFC
902
Morris Financial Concepts
South Carolina
$7.18K – – –
CSC
903
Caldwell Sutter Capital
California
$7.03K – – –
C
904
Covestor
United Kingdom
$7K +$232 +3 +3%
CPG
905
Cornerstone Planning Group
New Jersey
$6.67K -$39.6M -511,242 -100%
IRC
906
Investors Research Corp
Georgia
$6.56K -$155 -2 -2%
SIS
907
Sound Income Strategies
Florida
$6K +$3.02K +39 +103%
NEAM
908
New England Asset Management
Connecticut
$5.86K – – –
FWM
909
FSA Wealth Management
Massachusetts
$4.75K +$77 +1 +2%
NC
910
North Capital
Utah
$4.45K +$77 +1 +2%
HWM
911
Hemington Wealth Management
Virginia
$4K – – –
LB
912
Legacy Bridge
Iowa
$3.9K – – –
MWA
913
Medallion Wealth Advisors
Connecticut
$3.75K – – –
IWM
914
IMG Wealth Management
Florida
$3.73K – – –
AW
915
Avion Wealth
Texas
$3K +$3.33K +43 New
SN
916
Sittner & Nelson
Oregon
$2.97K – – –
CFP
917
Comprehensive Financial Planning
Pennsylvania
$2.89K – – –
CTWM
918
Cherry Tree Wealth Management
Minnesota
$2.34K – – –
VWA
919
Valued Wealth Advisors
Utah
$2.03K +$2.01K +26 New
PPA
920
Painted Porch Advisors
California
$1.95K – – –
S
921
SignatureFD
Georgia
$1.92K +$77 +1 +4%
TLA
922
Tanglewood Legacy Advisors
Texas
$1.8K – – –
FGAM
923
Financial Gravity Asset Management
Texas
$781 +$774 +10 New
FWA
924
Flagship Wealth Advisors
Massachusetts
$703 +$697 +9 New
CWM
925
Copia Wealth Management
Oregon
$469 – – –
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37
38 39