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Vanguard Intermediate-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
176
Joel Isaacson & Co
New York
$251K +$29.9K +355 +14%
CWM
177
Concert Wealth Management
California
$248K +$244K +2,900 New
WFG
178
Windsor Financial Group
Minnesota
$246K
AIP
179
Ameritas Investment Partners
Nebraska
$245K +$194K +2,300 +389%
Chevy Chase Trust
180
Chevy Chase Trust
Maryland
$242K
BRWM
181
B. Riley Wealth Management
Tennessee
$235K -$10.5K -125 -4%
US Bancorp
182
US Bancorp
Minnesota
$230K +$113K +1,347 +100%
SWM
183
SVA Wealth Management
Wisconsin
$229K +$8.41K +100 +4%
BFA
184
Beaumont Financial Advisors
Massachusetts
$225K
TWA
185
TCI Wealth Advisors
Arizona
$222K +$21.6K +257 +11%
SCM
186
Shelton Capital Management
Colorado
$216K +$214K +2,545 New
BO
187
BRR OpCo
Ohio
$211K +$3.11K +37 +2%
CB
188
Commerce Bank
Missouri
$208K
ST
189
Smithfield Trust
Pennsylvania
$206K
ICAS
190
Investors Capital Advisory Services
Massachusetts
$206K +$205K +2,431 New
VFA
191
Voya Financial Advisors
Connecticut
$204K -$71.5K -850 -26%
KA
192
Klingman & Associates
New York
$201K -$19.8K -235 -9%
OFS
193
Orrstown Financial Services
Pennsylvania
$188K +$15.7K +187 +9%
VNA
194
Valley National Advisers
Pennsylvania
$166K
W
195
Wealthfront
California
$153K -$373K -4,432 -71%
ACS
196
Archford Capital Strategies
Illinois
$146K -$1.68K -20 -1%
MA
197
MUFG Americas
New York
$142K
NFG
198
Next Financial Group
Texas
$139K +$122K +1,450 +725%
CFA
199
Carroll Financial Associates
North Carolina
$134K +$133K +1,576 New
HNB
200
Huntington National Bank
Ohio
$127K