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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
126
Cornerstone Planning Group
New Jersey
$12.3M +$983K +13,425 +9%
LPAM
127
Lodestar Private Asset Management
California
$12.2M +$168K +2,295 +1%
WWM
128
Wiser Wealth Management
Georgia
$12.2M +$791K +10,796 +7%
PS
129
Planned Solutions
California
$12M +$51K +697 +0.4%
MFT
130
Moisand Fitzgerald Tamayo
Florida
$12M +$11.3M +154,320 +5,125%
DC
131
Darrow Company
Massachusetts
$12M -$9.15K -125 -0.1%
CFD
132
Creative Financial Designs
Indiana
$11.5M +$207K +2,828 +2%
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$11.4M +$2.86M +39,116 +35%
AMG
134
Asset Management Group
Connecticut
$11.3M -$241K -3,294 -2%
NHT
135
New Hampshire Trust
New Hampshire
$11.2M +$6.88M +93,934 +177%
FRA
136
FFG Retirement Advisors
Colorado
$11M +$10.5M +143,610 New
KAS
137
Kestra Advisory Services
Texas
$10.9M -$865K -11,815 -8%
Citigroup
138
Citigroup
New York
$10.9M +$1.54M +21,094 +17%
TW
139
Traveka Wealth
California
$10.6M +$10.2M +138,960 New
FA
140
FC Advisory
Pennsylvania
$10.4M +$293 +4 +0%
WFAG
141
Wescott Financial Advisory Group
Pennsylvania
$10.3M +$3.78M +51,596 +62%
GFG
142
Goldstone Financial Group
Illinois
$10.2M +$2.76M +37,714 +39%
WFA
143
Websterrogers Financial Advisors
South Carolina
$10.1M -$11.8M -160,463 -55%
SA
144
Strategic Advocates
Utah
$9.95M +$5.9M +80,555 +162%
Charles Schwab
145
Charles Schwab
California
$9.83M -$1.44M -19,657 -13%
HFS
146
Hoge Financial Services
Pennsylvania
$9.76M +$9.35M +127,728 New
PFBT
147
Parkside Financial Bank & Trust
Missouri
$9.59M +$1.61M +21,989 +21%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$9.34M +$5.01M +68,448 +127%
SC
149
Stephenson & Company
California
$9.34M +$8.96M +122,334 New
AA
150
Atmos Advisory
Pennsylvania
$9.21M +$8.84M +120,637 New