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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
251
Forza Wealth Management
Florida
$8.75M +$159K +2,025 +2%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$8.75M +$1.09M +13,878 +14%
AAM
253
Austin Asset Management
Texas
$8.74M -$5.08M -64,465 -37%
LIP
254
Lynch Investment Planning
Pennsylvania
$8.59M +$1.18M +14,971 +16%
FA
255
Fortis Advisors
Pennsylvania
$8.57M +$1.4M +17,826 +19%
SP
256
Successful Portfolios
Florida
$8.57M +$793K +10,073 +10%
TFM
257
TFC Financial Management
Massachusetts
$8.54M +$208K +2,641 +2%
EWS
258
Evergreen Wealth Solutions
Pennsylvania
$8.42M +$7.23M +91,785 +590%
IWM
259
IHT Wealth Management
Illinois
$8.31M +$44.1K +560 +0.5%
PMWMG
260
Parr McKnight Wealth Management Group
Minnesota
$8.28M +$715K +9,086 +9%
CFG
261
Cornerstone Financial Group
Nebraska
$8.22M +$1.2M +15,213 +17%
EP
262
Essential Planning
New Hampshire
$8.15M +$636K +8,076 +8%
RIA
263
Regal Investment Advisors
Michigan
$8.04M +$1.28M +16,313 +19%
KFS
264
Krane Financial Solutions
California
$8.03M +$8.06M +102,371 New
CIA
265
Capital Investment Advisors
Georgia
$7.86M -$8.27K -105 -0.1%
UFA
266
Uptown Financial Advisors
Texas
$7.86M +$732K +9,303 +10%
AFG
267
Atomi Financial Group
New York
$7.83M +$2.07M +26,246 +36%
CIM
268
Capital Investment Management
Missouri
$7.77M +$539K +6,850 +7%
CANC
269
Culbertson A N & Co
Virginia
$7.77M +$276K +3,503 +4%
Pathstone Holdings
270
Pathstone Holdings
New Jersey
$7.75M +$3.12M +39,628 +67%
CPA
271
Capital Performance Advisors
California
$7.72M +$753K +9,561 +11%
PS
272
Principal Securities
Iowa
$7.66M +$612K +7,775 +9%
MWA
273
Mills Wealth Advisors
Texas
$7.6M +$3.18M +40,371 +71%
FWMP
274
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$7.6M -$103K -1,302 -1%
HI
275
Harbour Investments
Wisconsin
$7.48M +$1.42M +17,981 +23%