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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
276
Wela Strategies
Georgia
$5.72M +$2.27M +27,542 +66%
MC
277
Minot Capital
Colorado
$5.67M – – –
FVWA
278
Foster Victor Wealth Advisors
South Carolina
$5.62M +$367K +4,445 +7%
CCM
279
Colorado Capital Management
Colorado
$5.61M +$111K +1,350 +2%
NFP
280
Novak Financial Planning
Maryland
$5.55M +$1.11M +13,443 +25%
MWM
281
McNaughton Wealth Management
California
$5.51M +$571K +6,915 +11%
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$5.51M +$1.66M +20,112 +43%
FIM
283
Freedom Investment Management
Connecticut
$5.46M -$583K -7,062 -10%
IA
284
IFG Advisory
Georgia
$5.45M +$384K +4,649 +8%
CA
285
Cambridge Associates
Massachusetts
$5.42M -$3.03M -36,748 -36%
NG
286
Northstar Group
New York
$5.39M -$485K -5,873 -8%
EWMCB
287
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.38M +$122K +1,477 +2%
CMBA
288
C.M. Bidwell & Associates
Hawaii
$5.38M -$432K -5,234 -7%
NCM
289
New Capital Management
Texas
$5.37M +$488K +5,911 +10%
FA
290
Fagan Associates
New York
$5.34M +$191K +2,312 +4%
VWA
291
Visionary Wealth Advisors
Illinois
$5.32M +$3.89M +47,124 +269%
MW
292
Marks Wealth
Maryland
$5.3M -$14.1M -170,738 -73%
LWMG
293
Levy Wealth Management Group
Pennsylvania
$5.29M +$2.26M +27,388 +74%
SPC
294
Sigma Planning Corp
Michigan
$5.29M +$2M +24,255 +61%
GL
295
Graypoint LLC
New York
$5.25M +$61.7K +748 +1%
KW
296
KWB Wealth
California
$5.21M -$360K -4,360 -6%
PCG
297
Private Capital Group
Connecticut
$5.17M -$654K -7,924 -11%
CWM
298
Cranbrook Wealth Management
Michigan
$5.16M +$174K +2,107 +3%
FHC
299
First Heartland Consultants
Missouri
$5.16M +$329K +3,981 +7%
UA
300
Unison Advisors
District of Columbia
$5.16M -$1.08M -13,100 -17%
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