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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Wiser Wealth Management
Georgia
$10.8M +$964K +12,723 +10%
OCM
102
One Capital Management
California
$10.7M +$10.5M +138,851 New
GAM
103
Gemmer Asset Management
California
$10.6M +$104K +1,375 +1%
PAG
104
Private Advisor Group
New Jersey
$10.4M -$142K -1,870 -1%
FF
105
Francis Financial
$10.3M +$8.51M +112,334 +528%
HP
106
HT Partners
Connecticut
$10.2M +$1.62M +21,391 +19%
DC
107
Darrow Company
Massachusetts
$10.1M +$1.24M +16,358 +14%
PFM
108
Phillips Financial Management
Indiana
$9.93M +$150K +1,987 +2%
FA
109
FC Advisory
Pennsylvania
$9.87M -$130K -1,723 -1%
RC
110
Roundview Capital
New Jersey
$9.79M +$1.73M +22,810 +22%
NCM
111
Neumann Capital Management
California
$9.21M +$1.7M +22,421 +23%
Citigroup
112
Citigroup
New York
$9.2M +$204K +2,696 +2%
KAS
113
Kestra Advisory Services
Texas
$9.11M -$14.9M -196,783 -62%
AAM
114
Austin Asset Management
Texas
$8.54M +$125K +1,653 +2%
BRWA
115
B. Riley Wealth Advisors
Florida
$8.44M +$275K +3,637 +3%
FIM
116
Freedom Investment Management
Connecticut
$8.41M +$129K +1,707 +2%
BSW
117
Buckingham Strategic Wealth
Missouri
$8.36M
AWM
118
Avior Wealth Management
Nebraska
$8.32M -$740K -9,773 -8%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$8.08M -$4.24M -55,955 -35%
AIP
120
Ameritas Investment Partners
Nebraska
$7.97M +$814K +10,744 +12%
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$7.93M +$1.19M +15,726 +18%
LPAM
122
Lodestar Private Asset Management
California
$7.66M +$3.29M +43,480 +77%
RWM
123
Revisor Wealth Management
Ohio
$7.64M +$7.54M +99,579 New
MA
124
MBA Advisors
Pennsylvania
$7.56M +$385K +5,087 +5%
SWM
125
SigFig Wealth Management
California
$7.45M -$203K -2,680 -3%