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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
176
Venturi Wealth Management
Texas
$629K – – –
VCM
177
Violich Capital Management
California
$622K +$125K +1,500 +25%
CA
178
Cetera Advisors
Colorado
$616K -$58.2K -699 -9%
CTA
179
Chesley Taft & Associates
Illinois
$600K +$35.8K +430 +6%
FA
180
FCG Advisors
New Jersey
$599K +$21.5K +258 +4%
FANJ
181
Financial Architects (New Jersey)
New Jersey
$591K +$42K +504 +8%
AIM
182
Arcadia Investment Management
Michigan
$579K – – –
RC
183
Roundview Capital
New Jersey
$576K +$36.6K +440 +7%
PAM
184
Peak Asset Management
Colorado
$568K -$98.2K -1,180 -15%
RW
185
REDW Wealth
New Mexico
$556K +$140K +1,678 +34%
DC
186
Davenport & Co
Virginia
$554K – – –
PCM
187
Pointe Capital Management
Michigan
$552K -$472K -5,671 -46%
W
188
Wealthfront
California
$552K -$12.9K -155 -2%
JIC
189
Joel Isaacson & Co
New York
$548K +$50K +600 +10%
FHA
190
First Horizon Advisors
Tennessee
$547K +$25.6K +307 +5%
PFPT
191
Pinnacle Financial Partners (Tennessee)
Tennessee
$544K +$28.5K +342 +6%
BSW
192
Buckingham Strategic Wealth
Missouri
$538K -$167 -2 -0%
OFS
193
Orrstown Financial Services
Pennsylvania
$531K +$182K +2,181 +52%
IFB
194
iAB Financial Bank
Indiana
$529K -$52K -625 -9%
FHC
195
First Heartland Consultants
Missouri
$513K +$84.1K +1,010 +20%
MHS
196
M Holdings Securities
Oregon
$508K +$101K +1,216 +25%
CAM
197
Concorde Asset Management
Michigan
$493K -$370K -4,447 -43%
KCM
198
Karp Capital Management
California
$492K – – –
WA
199
WBH Advisory
Maryland
$484K +$22.5K +270 +5%
PCFFS
200
Pacific Center for Financial Services
California
$480K -$3.31M -39,773 -87%
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