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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
101
49 Wealth Management
Texas
$25M +$25.1M +321,565 New
WPWM
102
Windward Private Wealth Management
Kansas
$24.5M +$79.2K +1,013 +0.3%
Betterment LLC
103
Betterment LLC
New York
$23.7M +$1.73M +22,151 +8%
SC
104
Schiavi & Co
Delaware
$23.5M +$1.48M +18,890 +7%
GSWM
105
Greenup Street Wealth Management
Michigan
$23.5M +$10.9M +138,838 +85%
Financial Engines Advisors
106
Financial Engines Advisors
California
$23.5M +$310K +3,958 +1%
BWM
107
Brown Wealth Management
Illinois
$23.1M +$4.82M +61,604 +26%
FMC
108
First Merchants Corp
Indiana
$22.9M +$347K +4,443 +2%
Principal Financial Group
109
Principal Financial Group
Iowa
$22.8M +$14.1M +179,709 +159%
FWM
110
ForthRight Wealth Management
Georgia
$22.4M +$1.13M +14,435 +5%
HFS
111
Hoge Financial Services
Pennsylvania
$22.2M +$2.1M +26,820 +10%
MCM
112
MAI Capital Management
Ohio
$22.2M +$2.28M +29,167 +11%
GFWA
113
Grey Fox Wealth Advisors
Delaware
$22M +$7.12M +91,080 +47%
BFP
114
Brewster Financial Planning
New York
$21.9M +$698K +8,931 +3%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$21.7M +$10.5M +134,722 +94%
RMS
116
Retirement Management Systems
Maryland
$21.5M +$21.6M +276,001 New
AMM
117
American Money Management
California
$21.4M +$816K +10,436 +4%
Natixis Advisors
118
Natixis Advisors
Massachusetts
$21M +$206K +2,637 +1%
HI
119
Human Investing
Oregon
$20.4M +$935K +11,954 +5%
TNBTD
120
Trustmark National Bank Trust Department
Mississippi
$20M +$1.69M +21,617 +9%
CAC
121
Certified Advisory Corp
Florida
$19.4M +$1.44M +18,396 +8%
KSWWM
122
Keyes Stange & Wooten Wealth Management
Florida
$19M +$816K +10,439 +4%
PFBT
123
Parkside Financial Bank & Trust
Missouri
$18.9M +$1.1M +14,107 +6%
RCS
124
Retirement Capital Strategies
California
$18.9M +$1.18M +15,044 +7%
BCI
125
Brinker Capital Investments
Pennsylvania
$18.5M +$713K +9,120 +4%