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Vanguard Intermediate-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
726
Octavia Wealth Advisors
Ohio
$707K +$322K +3,978 +85%
MC
727
Moors & Cabot
Massachusetts
$699K -$804K -9,934 -54%
DSC
728
Duncker Streett & Co
Missouri
$695K -$22.4K -277 -3%
AF
729
Alerus Financial
North Dakota
$694K -$63.7K -788 -8%
HF
730
HRT Financial
New York
$692K +$685K +8,466 New
MWA
731
Moser Wealth Advisors
Washington
$690K +$1.46K +18 +0.2%
PMFA
732
Plante Moran Financial Advisors
Michigan
$689K -$55K -680 -7%
GWM
733
Geneos Wealth Management
Colorado
$683K +$75.2K +930 +13%
CSP
734
Cary Street Partners
Virginia
$682K -$262K -3,237 -28%
SQA
735
Simon Quick Advisors
New Jersey
$678K – – –
PWM
736
Pines Wealth Management
North Carolina
$677K +$52K +643 +8%
WB
737
WesBanco Bank
West Virginia
$676K -$55.7K -688 -8%
MIFH
738
Migdal Insurance & Financial Holdings
Israel
$674K -$104K -1,291 -14%
MFG
739
Mosaic Financial Group
Illinois
$670K – – –
CWM
740
Cherrydale Wealth Management
New Jersey
$670K +$165K +2,036 +33%
NL
741
NWAM LLC
Washington
$669K -$1.24M -15,351 -65%
GSEP
742
Golden State Equity Partners
California
$662K -$72.2K -893 -10%
TWM
743
Tradition Wealth Management
Minnesota
$659K -$14.2K -175 -2%
SM
744
Sweeney & Michel
California
$654K +$662K +8,185 New
FMC
745
First Merchants Corp
Indiana
$652K -$41.6K -514 -6%
TC
746
Trilogy Capital
California
$650K -$4.29K -53 -0.7%
FFP
747
FourThought Financial Partners
Florida
$648K +$378K +4,672 +144%
LWL
748
Leo Wealth LLC
Texas
$642K +$635K +7,855 New
VFA
749
Valeo Financial Advisors
Indiana
$633K -$416K -5,142 -40%
SFG
750
Sovereign Financial Group
Connecticut
$629K -$6.15K -76 -1%