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Vanguard Intermediate-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Evercore Wealth Management
New York
$358K +$112K +1,160 +45%
GSWM
502
Golden State Wealth Management
California
$356K -$908K -9,441 -72%
OWP
503
Obermeyer Wealth Partners
Colorado
$353K
SBH
504
Segall Bryant & Hamill
Illinois
$348K +$34.5K +359 +11%
NCM
505
Narwhal Capital Management
Georgia
$346K -$49.7K -517 -13%
CIA
506
Choate Investment Advisors
Massachusetts
$346K +$56.8K +591 +20%
BAM
507
Belpointe Asset Management
Nevada
$345K +$19.8K +206 +6%
SAM
508
S.A. Mason
Michigan
$342K +$962 +10 +0.3%
CMI
509
Clare Market Investments
Texas
$341K +$342K +3,557 New
GWM
510
Geneos Wealth Management
Colorado
$340K -$17.3K -180 -5%
NWP
511
Northstar Wealth Partners
Connecticut
$339K -$46.5K -484 -12%
ECA
512
Elevated Capital Advisors
Utah
$338K -$5.29K -55 -2%
HC
513
HNP Capital
New York
$338K
LW
514
Linscomb Wealth
Texas
$336K +$96 +1 +0%
VRM
515
Vectors Research Management
New York
$334K +$2.5K +26 +0.7%
VCM
516
Vision Capital Management
Oregon
$324K -$25.2K -262 -7%
MWM
517
Mission Wealth Management
California
$320K -$188K -1,955 -37%
WP
518
WealthShield Partners
North Carolina
$318K +$70.4K +732 +28%
UCI
519
Uncommon Cents Investing
Wisconsin
$316K +$43.3K +450 +16%
FA
520
Faithward Advisors
Pennsylvania
$315K +$7.12K +74 +2%
GJIC
521
Gamble Jones Investment Counsel
California
$312K
Luther King Capital Management (LKCM)
522
Luther King Capital Management (LKCM)
Texas
$312K
TCM
523
Twele Capital Management
Minnesota
$312K +$13.9K +145 +5%
IFA
524
Interactive Financial Advisors
Illinois
$310K +$4.52K +47 +1%
CCA
525
Clearwater Capital Advisors
Illinois
$309K -$4.53M -47,109 -94%