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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
151
Washburn Capital Management
Florida
$4.79M +$720K +7,727 +18%
TIAM2
152
Tru Independence Asset Management 2
Oregon
$4.71M +$4.73M +50,768 New
SW
153
SVB Wealth
Massachusetts
$4.56M -$354K -3,800 -7%
PMA
154
Prudent Man Advisors
Illinois
$4.45M +$2.21M +23,746 +98%
EGA
155
Eagle Global Advisors
Texas
$4.45M +$2.23M +23,931 +100%
PWS
156
Private Wealth Strategies
Ohio
$4.2M +$352K +3,776 +9%
SW
157
StrongBox Wealth
Missouri
$4.19M +$459K +4,926 +12%
VFA
158
Voya Financial Advisors
Connecticut
$4.12M +$279K +2,993 +7%
BC
159
Burleson & Co
California
$4.09M +$173K +1,857 +4%
SF
160
Synovus Financial
Georgia
$4.02M +$441K +4,736 +12%
CISOA
161
Capital Investment Services of America
Wisconsin
$3.97M +$93.1K +1,000 +2%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$3.96M
NFG
163
Next Financial Group
Texas
$3.96M -$643K -6,903 -14%
CA
164
Cetera Advisors
Colorado
$3.96M +$561K +6,024 +16%
WCWM
165
Willow Creek Wealth Management
California
$3.91M -$87K -934 -2%
PG
166
Prostatis Group
Maryland
$3.87M +$3.88M +41,666 New
SAM
167
SignalPoint Asset Management
Missouri
$3.84M -$81.7K -877 -2%
HL
168
HeadInvest LLC
Maine
$3.83M +$3.84M +41,285 New
WLIM
169
White Lighthouse Investment Management
Massachusetts
$3.81M +$393K +4,221 +11%
Vanguard Group
170
Vanguard Group
Pennsylvania
$3.71M +$3.72M +39,984 New
CA
171
Continuum Advisory
Idaho
$3.7M +$89K +956 +2%
WS
172
Wela Strategies
Georgia
$3.7M +$254K +2,726 +7%
FLI
173
Family Legacy Inc
South Carolina
$3.69M +$42.8K +460 +1%
ONB
174
Old National Bancorp
Indiana
$3.68M -$4.47K -48 -0.1%
CJA
175
C-J Advisory
California
$3.57M +$253K +2,715 +8%