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Vanguard Intermediate-Term Bond ETF
BIV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
176
Concourse Financial Group Securities
Alabama
$1.08M -$4.49M -51,402 -81%
IWC
177
Integrated Wealth Concepts
Massachusetts
$1.03M +$81.5K +933 +9%
AIM
178
Anchor Investment Management
South Carolina
$1.03M -$12.8K -147 -1%
BF
179
BOK Financial
Oklahoma
$1.02M +$117K +1,335 +13%
ACM
180
AlphaStar Capital Management
North Carolina
$997K +$27.2K +311 +3%
AFA
181
Arlington Financial Advisors
California
$963K +$32.6K +373 +4%
GVAG
182
Great Valley Advisor Group
Delaware
$949K +$10.4K +119 +1%
LWM
183
Lenox Wealth Management
Ohio
$916K -$29.8K -341 -3%
MAM
184
Marquette Asset Management
Minnesota
$899K – – –
FLA
185
Financial Life Advisors
Texas
$887K -$146K -1,674 -14%
BS
186
Boenning & Scattergood
Pennsylvania
$877K +$301K +3,448 +53%
RW
187
REDW Wealth
New Mexico
$865K -$6.9K -79 -0.8%
SPC
188
Sigma Planning Corp
Michigan
$862K -$25.3K -290 -3%
GWMIA
189
Global Wealth Management Investment Advisory
Florida
$855K +$15.3K +175 +2%
SCG
190
Sonata Capital Group
Washington
$852K +$135K +1,550 +19%
FWIA
191
Fort Washington Investment Advisors
Ohio
$836K -$5.16K -59 -0.6%
KWM
192
Kingsview Wealth Management
Oregon
$824K +$32.9K +377 +4%
ABC
193
Associated Banc-Corp
Wisconsin
$815K – – –
WFPG
194
Waller Financial Planning Group
Ohio
$793K +$62.5K +715 +9%
RC
195
Roundview Capital
New Jersey
$786K +$699 +8 +0.1%
RMA
196
Roffman Miller Associates
Pennsylvania
$775K -$87 -1 -0%
ACP
197
Ashfield Capital Partners
California
$766K +$760K +8,704 New
CA
198
Cetera Advisors
Colorado
$759K -$85.9K -983 -10%
GSWM
199
Golden State Wealth Management
California
$758K +$4.63K +53 +0.6%
NAS
200
Nicolet Advisory Services
Wisconsin
$757K +$159K +1,818 +27%
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