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Vanguard Intermediate-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWIA
826
Roger Wittlin Investment Advisory
California
$328K +$3.54K +43 +1%
KBFS
827
Kohmann Bosshard Financial Services
Ohio
$323K
AWA
828
Arete Wealth Advisors
Illinois
$320K -$812K -9,875 -72%
CB
829
Cadence Bank
Mississippi
$319K +$313K +3,804 New
BWM
830
Brophy Wealth Management
New Hampshire
$316K +$310K +3,772 New
COCM
831
Charter Oak Capital Management
New Hampshire
$313K +$83.3K +1,013 +37%
CWM
832
Congress Wealth Management
Massachusetts
$312K +$307K +3,728 New
OCPWS
833
One Charles Private Wealth Services
Massachusetts
$311K -$623K -7,576 -67%
RAS
834
RPS Advisory Solutions
Kentucky
$310K +$7.32K +89 +2%
CJ
835
Caitlin John
Michigan
$307K -$1.07K -13 -0.3%
LIA
836
Lynx Investment Advisory
District of Columbia
$306K +$257K +3,131 +594%
FRA
837
Frank Rimerman Advisors
California
$304K
BFG
838
Berger Financial Group
Minnesota
$303K +$822 +10 +0.3%
PFBT
839
Parkside Financial Bank & Trust
Missouri
$302K +$3.21K +39 +1%
OS
840
Objectivity Squared
South Carolina
$302K +$34.8K +423 +13%
UB
841
UMB Bank
Missouri
$301K
BTWM
842
Brass Tax Wealth Management
Ohio
$300K -$131K -1,588 -31%
CPCP
843
Cedar Point Capital Partners
Iowa
$299K +$294K +3,575 New
RFC
844
Regions Financial Corp
Alabama
$299K +$25.2K +306 +9%
PW
845
Peninsula Wealth
California
$298K -$322K -3,916 -52%
MSF
846
Mustard Seed Financial
Arkansas
$297K
RWA
847
Redmont Wealth Advisors
Illinois
$297K
TCWM
848
Total Clarity Wealth Management
Illinois
$295K -$93.6K -1,138 -24%
FDCDDQ
849
Federation des caisses Desjardins du Quebec
Quebec, Canada
$295K +$60K +730 +26%
Nomura Asset Management
850
Nomura Asset Management
Japan
$295K