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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
276
Oakwell Private Wealth Management
Texas
$5.78M +$751K +9,100 +15%
WFA
277
Websterrogers Financial Advisors
South Carolina
$5.75M +$1.29M +15,630 +29%
WS
278
Wela Strategies
Georgia
$5.72M +$2.27M +27,542 +66%
MC
279
Minot Capital
Colorado
$5.67M – – –
FVWA
280
Foster Victor Wealth Advisors
South Carolina
$5.62M +$367K +4,445 +7%
CCM
281
Colorado Capital Management
Colorado
$5.61M +$111K +1,350 +2%
NFP
282
Novak Financial Planning
Maryland
$5.55M +$1.11M +13,443 +25%
MWM
283
McNaughton Wealth Management
California
$5.51M +$571K +6,915 +11%
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$5.51M +$1.66M +20,112 +43%
FIM
285
Freedom Investment Management
Connecticut
$5.46M -$583K -7,062 -10%
IA
286
IFG Advisory
Georgia
$5.45M +$384K +4,649 +8%
CA
287
Cambridge Associates
Massachusetts
$5.42M -$3.03M -36,748 -36%
NG
288
Northstar Group
New York
$5.39M -$485K -5,873 -8%
EWMCB
289
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.38M +$122K +1,477 +2%
CMBA
290
C.M. Bidwell & Associates
Hawaii
$5.38M -$432K -5,234 -7%
NCM
291
New Capital Management
Texas
$5.37M +$488K +5,911 +10%
FA
292
Fagan Associates
New York
$5.34M +$191K +2,312 +4%
VWA
293
Visionary Wealth Advisors
Illinois
$5.32M +$3.89M +47,124 +269%
MW
294
Marks Wealth
Maryland
$5.3M -$14.1M -170,738 -73%
LWMG
295
Levy Wealth Management Group
Pennsylvania
$5.29M +$2.26M +27,388 +74%
SPC
296
Sigma Planning Corp
Michigan
$5.29M +$2M +24,255 +61%
GL
297
Graypoint LLC
New York
$5.25M +$61.7K +748 +1%
KW
298
KWB Wealth
California
$5.21M -$360K -4,360 -6%
PCG
299
Private Capital Group
Connecticut
$5.17M -$654K -7,924 -11%
CWM
300
Cranbrook Wealth Management
Michigan
$5.16M +$174K +2,107 +3%