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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$34.8M -$140M -1,796,360 -80%
CSP
77
Cary Street Partners
Virginia
$34.5M +$353K +4,531 +0.9%
GWM
78
Geneos Wealth Management
Colorado
$33.6M +$3.62M +46,438 +12%
BS
79
Brighton Securities
New York
$33.6M +$3.83M +49,146 +13%
AWM
80
Avior Wealth Management
Nebraska
$33.5M +$1.01M +12,998 +3%
SMBT
81
Southern Michigan Bank & Trust
Michigan
$33.5M +$33.8M +433,773 New
GA
82
Gordian Advisors
Arizona
$33M +$1.01M +12,954 +3%
MT
83
Midwest Trust
Kansas
$32.7M -$2.89M -37,164 -8%
Wealthfront Advisers
84
Wealthfront Advisers
California
$32.6M +$2.26M +28,992 +7%
MWM
85
Modera Wealth Management
New Jersey
$32.3M -$2.58M -33,105 -7%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$30.9M +$1.38M +17,684 +5%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$30.8M +$86.6K +1,113 +0.3%
SA
88
Seneschal Advisors
Washington
$30.6M +$652K +8,373 +2%
WFAG
89
Wescott Financial Advisory Group
Pennsylvania
$30.1M +$3.33M +42,712 +12%
FIA
90
FPC Investment Advisory
California
$30.1M +$2.84M +36,477 +10%
GFWA
91
Grey Fox Wealth Advisors
Delaware
$30.1M +$8.31M +106,754 +38%
ACC
92
Acorn Creek Capital
Colorado
$29M +$1.3M +16,679 +5%
RC
93
Roundview Capital
New Jersey
$28.8M +$1.3M +16,755 +5%
MHR
94
Matthew Hamilton Rosenberg
$28.6M -$141K -1,811 -0.5%
EFG
95
Everhart Financial Group
Ohio
$28.4M -$1.04M -13,356 -3%
BCA
96
Ballentine Capital Advisors
South Carolina
$28.2M +$923K +11,858 +3%
CPA
97
Compass Planning Associates
Massachusetts
$27.9M +$1.49M +19,142 +6%
LPAM
98
Lodestar Private Asset Management
California
$27.7M +$2.05M +26,287 +8%
HFS
99
Hoge Financial Services
Pennsylvania
$27.5M +$5.51M +70,839 +25%
SC
100
Schiavi & Co
Delaware
$26.8M +$3.57M +45,919 +15%