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Vanguard Intermediate-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
526
Level Four Advisory Services
Texas
$744K +$50.2K +645 +7%
PMG
527
ProVise Management Group
Florida
$743K
DI
528
DFPG Investments
Utah
$740K +$76.4K +982 +11%
WFA
529
Wells Financial Advisors
Massachusetts
$733K -$5.21K -67 -0.7%
IA
530
IFP Advisors
Florida
$728K -$34.9K -448 -4%
MWA
531
Moser Wealth Advisors
Washington
$724K -$26.5K -341 -3%
NCM
532
Neumann Capital Management
California
$723K +$341K +4,389 +86%
Fidelity Investments
533
Fidelity Investments
Massachusetts
$714K +$121K +1,550 +20%
HCA
534
Horan Capital Advisors
Ohio
$712K +$16.5K +212 +2%
Carson Wealth (CWM LLC)
535
Carson Wealth (CWM LLC)
Nebraska
$705K +$343K +4,404 +90%
ASN
536
Advisory Services Network
Georgia
$703K +$58.7K +755 +9%
IWN
537
Independent Wealth Network
Iowa
$702K -$23.3K -300 -3%
WHCI
538
W.H. Cornerstone Investments
Massachusetts
$688K +$704K +9,050 New
MLA
539
My Legacy Advisors
Oregon
$682K -$14.5K -186 -2%
LPT
540
Legacy Private Trust
Wisconsin
$674K -$265K -3,412 -28%
RWP
541
RWA Wealth Partners
Massachusetts
$664K -$164K -2,114 -19%
CWP
542
Concord Wealth Partners
Virginia
$664K -$51.4K -661 -7%
SWA
543
Sax Wealth Advisors
New Jersey
$663K +$1.25K +16 +0.2%
NWM
544
Northwest Wealth Management
Iowa
$662K +$14.2K +182 +2%
NCM
545
Novare Capital Management
North Carolina
$661K -$95K -1,221 -12%
MPW
546
Melone Private Wealth
Michigan
$660K +$1.71K +22 +0.3%
BTWM
547
Baker Tilly Wealth Management
Wisconsin
$657K -$46.4K -596 -6%
FHA
548
First Horizon Advisors
Tennessee
$651K +$96.8K +1,244 +17%
OCM
549
One Capital Management
California
$651K +$382K +4,904 +134%
SIS
550
Strategic Investment Solutions
Illinois
$648K +$638K +8,197 +6,257%