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Vanguard Intermediate-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
701
Pinnacle Wealth Management Advisory Group
New Jersey
$874K -$11.4K -137 -1%
BRWA
702
B. Riley Wealth Advisors
Florida
$872K -$75.9K -912 -8%
SFG
703
Shum Financial Group
California
$870K +$860K +10,339 New
PWM
704
Pines Wealth Management
North Carolina
$867K +$96.2K +1,157 +13%
RRA
705
Round Rock Advisors
Connecticut
$862K +$665 +8 +0.1%
AWE
706
Avidian Wealth Enterprises
Texas
$861K -$36.9K -444 -4%
AI
707
Axos Invest
Nevada
$851K -$235K -2,824 -22%
MIH
708
Meitav Investment House
Israel
$846K +$283K +3,404 +51%
EP
709
EPIQ Partners
Minnesota
$841K +$832K +10,000 New
KBFS
710
Kohmann Bosshard Financial Services
Ohio
$834K
CAS
711
Coppell Advisory Solutions
Texas
$827K +$172K +2,072 +27%
TBWA
712
Three Bridge Wealth Advisors
California
$827K +$23.8K +286 +3%
GC
713
Garde Capital
Washington
$824K +$711K +8,551 +688%
NPT
714
National Philanthropic Trust
Pennsylvania
$821K
UCI
715
Uncommon Cents Investing
Wisconsin
$817K +$269K +3,235 +50%
TA
716
TFB Advisors
Kansas
$810K -$72.5K -871 -8%
CC
717
Capstone Capital
Nevada
$802K -$47.1K -566 -6%
BAM
718
Berkshire Asset Management
Pennsylvania
$801K -$26.7K -321 -3%
IIL
719
Insight Inv LLC
California
$791K +$241K +2,895 +44%
VCM
720
Vision Capital Management
Oregon
$791K -$14.6K -175 -2%
SM
721
Sweeney & Michel
California
$786K +$65.6K +789 +9%
GDP
722
Great Diamond Partners
Maine
$780K +$83.2K +1,000 +12%
TWP
723
Tyche Wealth Partners
Texas
$779K +$505K +6,076 +190%
LPT
724
Legacy Private Trust
Wisconsin
$777K
LCM
725
Liberty Capital Management
Michigan
$770K -$8.07K -97 -1%