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Vanguard Intermediate-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
NewFocus Financial Group
Washington
$203K +$206K +2,370 New
GT
302
Greenleaf Trust
Michigan
$201K – – –
UR
303
USCA RIA
Texas
$200K +$203K +2,330 New
Daiwa Securities Group
304
Daiwa Securities Group
Japan
$197K +$165K +1,900 +475%
HPBT
305
High Point Bank & Trust
North Carolina
$186K -$7.13K -82 -4%
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$172K +$174K +2,004 New
CTC
307
Central Trust Company
Missouri
$169K – – –
Citigroup
308
Citigroup
New York
$159K -$40K -460 -20%
PWM
309
Perigon Wealth Management
California
$133K – – –
IWM
310
IHT Wealth Management
Illinois
$127K +$129K +1,487 New
TCOV
311
Trust Company of Vermont
Vermont
$114K +$116K +1,335 New
VIA
312
Vantage Investment Advisors
Pennsylvania
$113K – – –
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$111K +$37.6K +432 +50%
IIC
314
Integrated Investment Consultants
Michigan
$107K +$109K +1,250 New
TDC
315
Thompson Davis & Co
Virginia
$99K – – –
EDRH
316
Edmond de Rothschild Holding
Switzerland
$96K – – –
OAJ
317
Ogorek Anthony Joseph
New York
$93K – – –
EWM
318
Evercore Wealth Management
New York
$86K – – –
AWMS
319
Advocacy Wealth Management Services
Georgia
$82K -$29.2K -336 -26%
JWA
320
JFS Wealth Advisors
Pennsylvania
$78K +$783 +9 +1%
AA
321
Ancora Advisors
Ohio
$78K +$79.2K +910 New
DAM
322
Delta Asset Management
Tennessee
$68K – – –
FWM
323
Focused Wealth Management
New York
$68K – – –
BTIS
324
BB&T Investment Services
North Carolina
$66K +$67.8K +779 New
NFG
325
Next Financial Group
Texas
$64K – – –