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Vanguard Intermediate-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PD
801
Planning Directions
Pennsylvania
$525K +$111K +1,377 +27%
ACIM
802
Azimuth Capital Investment Management
Michigan
$524K +$44.4K +549 +9%
TFGT
803
TS Financial Group (TSFG)
Illinois
$523K -$63.7K -787 -11%
W
804
WealthCollab
Washington
$520K – – –
LJAC
805
L.J. Altfest & Co
New York
$517K +$225K +2,784 +79%
MIH
806
Meitav Investment House
Israel
$517K +$24.2K +299 +5%
IPWA
807
International Private Wealth Advisors
California
$517K -$96.9K -1,198 -16%
MWM
808
Modern Wealth Management
Kansas
$511K -$8.03M -99,278 -94%
LCWP
809
Legacy Capital Wealth Partners
Arkansas
$509K +$4.04K +50 +0.8%
SCM
810
SCS Capital Management
Massachusetts
$507K +$502K +6,204 New
KFI
811
Key Financial Inc
Pennsylvania
$507K +$426K +5,264 +563%
FDW
812
Fourth Dimension Wealth
Ohio
$505K -$1.7K -21 -0.3%
TBWA
813
Three Bridge Wealth Advisors
California
$502K +$728 +9 +0.1%
FA
814
Fermata Advisors
California
$500K -$167K -2,063 -25%
VWA
815
Visionary Wealth Advisors
Illinois
$499K -$987K -12,202 -67%
GSIAS
816
Garden State Investment Advisory Services
New Jersey
$497K -$3.72K -46 -0.8%
LW
817
Lauer Wealth
Indiana
$495K -$3.35M -41,419 -87%
PHS
818
Pekin Hardy Strauss
Illinois
$492K +$23.1K +285 +5%
RMDI
819
R.M. Davis Inc
Maine
$490K – – –
WE
820
Wealth Effects
Massachusetts
$488K +$167K +2,061 +53%
WCFA
821
Walkner Condon Financial Advisors
Wisconsin
$482K -$3.07K -38 -0.6%
IWA
822
IVC Wealth Advisors
Pennsylvania
$481K +$15.3K +189 +3%
FUBT
823
First United Bank & Trust
Maryland
$478K +$9.22K +114 +2%
AG
824
AlTi Global
New York
$473K -$359K -4,433 -43%
VWM
825
Venturi Wealth Management
Texas
$467K -$16.7M -206,739 -97%