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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
276
Sigma Planning Corp
Michigan
$7.04M +$514K +6,326 +8%
HWA
277
Heartwood Wealth Advisors
Virginia
$7.02M -$425K -5,227 -6%
WA
278
Wealth Architects
California
$7M +$526K +6,471 +8%
TPA
279
Trivium Point Advisory
Connecticut
$6.99M +$163K +2,006 +2%
HNB
280
Huntington National Bank
Ohio
$6.95M -$614K -7,555 Closed
OC
281
Oppenheimer & Co
New York
$6.88M -$105K -1,296 -1%
Legacy Financial Group (Iowa)
282
Legacy Financial Group (Iowa)
Iowa
$6.88M -$4.33M -53,201 -38%
FW
283
Fidato Wealth
Ohio
$6.86M +$6.9M +84,878 New
CPWMP
284
Cardinal Point Wealth Management Partners
California
$6.85M +$6.89M +84,706 New
KPCM
285
Kings Point Capital Management
New York
$6.85M -$4.99M -61,305 -42%
FVWA
286
Foster Victor Wealth Advisors
South Carolina
$6.8M +$768K +9,439 +13%
ACM
287
AlphaStar Capital Management
North Carolina
$6.79M -$4.09M -50,347 -37%
IA
288
IFG Advisory
Georgia
$6.72M +$547K +6,722 +9%
MWM
289
McNaughton Wealth Management
California
$6.7M +$210K +2,582 +3%
EWMCB
290
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.67M -$30.4K -374 -0.5%
BA
291
Bivin & Associates
Oklahoma
$6.66M +$6.7M +82,398 New
OFP
292
OLIO Financial Planning
Virginia
$6.55M +$6.59M +81,041 New
DFC
293
DBK Financial Counsel
Ohio
$6.55M +$6.59M +80,986 New
VCM
294
Verde Capital Management
Michigan
$6.44M -$194K -2,389 -3%
CCT
295
Country Club Trust
Missouri
$6.44M +$6.03M +74,177 +1,352%
SIA
296
Strategic Investment Advisors
Michigan
$6.33M +$185K +2,270 +3%
PCG
297
Private Capital Group
Connecticut
$6.25M +$924K +11,355 +17%
PMA
298
Prudent Man Advisors
Illinois
$6.24M
Natixis Advisors
299
Natixis Advisors
Massachusetts
$6.16M +$12.6K +155 +0.2%
FAT
300
First American Trust
California
$6.09M +$229K +2,816 +4%