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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
301
Highwater Wealth Management
Colorado
$1M -$276K -3,474 -22%
UAS
302
United Asset Strategies
New York
$998K +$101K +1,270 +11%
NFG
303
Nations Financial Group
Iowa
$998K +$412K +5,182 +71%
PAS
304
Partnervest Advisory Services
California
$990K +$4.78K +60 +0.5%
TCOV
305
Trust Company of Vermont
Vermont
$981K +$412K +5,173 +72%
MAS
306
Managed Account Services
Florida
$976K +$29.7K +373 +3%
RFS
307
Rockefeller Financial Services
New York
$971K -$4.93K -62 -0.5%
SFM
308
Signet Financial Management
New Jersey
$962K -$145K -1,822 -13%
AWS
309
AJ Wealth Strategies
New York
$960K +$105K +1,323 +12%
NGA
310
Naples Global Advisors
Florida
$955K -$31.8K -400 -3%
SC
311
Scotia Capital
Ontario, Canada
$951K +$949K +11,924 New
LIM
312
Loudon Investment Management
New Hampshire
$945K – – –
PAMG
313
Patton Albertson Miller Group
Tennessee
$938K – – –
MWP
314
MYCIO Wealth Partners
Pennsylvania
$936K -$205K -2,570 -18%
RPA
315
Rock Point Advisors
Vermont
$925K -$206K -2,585 -18%
RCS
316
Retirement Capital Strategies
California
$925K -$2.07K -26 -0.2%
PIM
317
Penobscot Investment Management
Massachusetts
$913K -$350K -4,395 -28%
DSC
318
Duncker Streett & Co
Missouri
$907K -$173K -2,169 -16%
REMPR
319
Roof Eidam Maycock Peralta (REMP)
California
$902K +$606K +7,620 +206%
TC
320
Trust Company
Kansas
$897K +$389K +4,890 +77%
WP
321
WealthSource Partners
California
$864K +$170K +2,133 +24%
MCM
322
Mengis Capital Management
Oregon
$851K -$54.9K -690 -6%
RBA
323
Richard Bernstein Advisors
New York
$850K -$284K -3,567 -25%
AIS
324
American Investment Services
Massachusetts
$848K +$48.5K +610 +6%
HNB
325
Huntington National Bank
Ohio
$838K -$7.96K -100 -1%
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