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Vanguard Intermediate-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
701
Twele Capital Management
Minnesota
$875K +$79.4K +955 +10%
PWMAG
702
Pinnacle Wealth Management Advisory Group
New Jersey
$874K -$11.4K -137 -1%
BRWA
703
B. Riley Wealth Advisors
Florida
$872K -$75.9K -912 -8%
SFG
704
Shum Financial Group
California
$870K +$860K +10,339 New
PWM
705
Pines Wealth Management
North Carolina
$867K +$96.2K +1,157 +13%
RRA
706
Round Rock Advisors
Connecticut
$862K +$665 +8 +0.1%
AWE
707
Avidian Wealth Enterprises
Texas
$861K -$36.9K -444 -4%
AI
708
Axos Invest
Nevada
$851K -$235K -2,824 -22%
MIH
709
Meitav Investment House
Israel
$846K +$283K +3,404 +51%
EP
710
EPIQ Partners
Minnesota
$841K +$832K +10,000 New
KBFS
711
Kohmann Bosshard Financial Services
Ohio
$834K – – –
CAS
712
Coppell Advisory Solutions
Texas
$827K +$172K +2,072 +27%
TBWA
713
Three Bridge Wealth Advisors
California
$827K +$23.8K +286 +3%
GC
714
Garde Capital
Washington
$824K +$711K +8,551 +688%
NPT
715
National Philanthropic Trust
Pennsylvania
$821K – – –
UCI
716
Uncommon Cents Investing
Wisconsin
$817K +$269K +3,235 +50%
TA
717
TFB Advisors
Kansas
$810K -$72.5K -871 -8%
CC
718
Capstone Capital
Nevada
$802K -$47.1K -566 -6%
BAM
719
Berkshire Asset Management
Pennsylvania
$801K -$26.7K -321 -3%
IIL
720
Insight Inv LLC
California
$791K +$241K +2,895 +44%
VCM
721
Vision Capital Management
Oregon
$791K -$14.6K -175 -2%
SM
722
Sweeney & Michel
California
$786K +$65.6K +789 +9%
GDP
723
Great Diamond Partners
Maine
$780K +$83.2K +1,000 +12%
TWP
724
Tyche Wealth Partners
Texas
$779K +$505K +6,076 +190%
LPT
725
Legacy Private Trust
Wisconsin
$777K – – –