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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
126
AmeriServ Wealth Advisors
Pennsylvania
$508K – – –
CWM
127
Concert Wealth Management
California
$506K +$85 +1 +0%
CA
128
Cetera Advisors
Colorado
$505K +$54K +635 +12%
SAMC
129
Spectrum Asset Management (California)
California
$487K +$489K +5,750 New
OC
130
Oppenheimer & Co
New York
$478K -$59.8K -703 -11%
RCAG
131
Rehmann Capital Advisory Group
Michigan
$447K +$448K +5,274 New
HFS
132
HL Financial Services
Kentucky
$446K +$53.2K +626 +14%
NB
133
NBT Bank
New York
$430K – – –
AIM
134
AMI Investment Management
Indiana
$427K +$456K +5,365 New
RFC
135
Regions Financial Corp
Alabama
$422K – – –
VCM
136
Violich Capital Management
California
$416K -$7.65K -90 -2%
FA
137
FDx Advisors
Illinois
$413K +$414K +4,872 New
W
138
Wealthfront
California
$390K -$12.8K -150 -3%
DC
139
Davenport & Co
Virginia
$374K – – –
FC
140
Forte Capital
New York
$366K -$24.4K -287 -6%
TC
141
Taylor Cottrill
New Hampshire
$337K – – –
LFG
142
LifePlan Financial Group
Ohio
$335K +$337K +3,958 New
TI
143
Truepoint Inc
Ohio
$308K +$14.1K +166 +5%
AA
144
Ancora Advisors
Ohio
$293K – – –
BSW
145
Buckingham Strategic Wealth
Missouri
$292K +$35K +412 +14%
HIMC
146
Heritage Investors Management Corp
Maryland
$288K – – –
MCTIC
147
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$288K – – –
BO
148
BRR OpCo
Ohio
$281K +$282K +3,315 New
SIC
149
Schwartz Investment Counsel
Michigan
$279K – – –
LIM
150
Loudon Investment Management
New Hampshire
$274K – – –
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