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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
301
Private Advisory Group
Washington
$4.36M +$4.36M +52,644 New
CWM
302
Calamos Wealth Management
Illinois
$4.31M -$799K -9,640 -16%
EH
303
Equitable Holdings
New York
$4.29M +$638K +7,705 +17%
PWM
304
Perigon Wealth Management
California
$4.28M +$2.36M +28,495 +123%
LNC
305
Lincoln National Corp
Pennsylvania
$4.27M -$190K -2,291 -4%
KIM
306
Karpus Investment Management
New York
$4.27M -$1.99M -24,050 -32%
EC
307
Estate Counselors
Wisconsin
$4.26M +$4.26M +51,415 New
SI
308
Stephens Inc
Arkansas
$4.23M +$1.95M +23,562 +86%
HIM
309
Hanlon Investment Management
New Jersey
$4.2M -$609K -7,355 -13%
FF
310
Fluent Financial
Texas
$4.1M +$4.1M +49,490 New
BAM
311
Baldrige Asset Management
Pennsylvania
$4.08M -$67.3K -812 -2%
CANC
312
Culbertson A N & Co
Virginia
$4.06M +$197K +2,380 +5%
CCA
313
Cadent Capital Advisors
Oklahoma
$4.02M +$4.02M +48,467 New
PIMG
314
Patriot Investment Management Group
Tennessee
$3.98M -$658K -7,942 -14%
KJWM
315
Kiley Juergens Wealth Management
Washington
$3.98M +$1.64M +19,841 +70%
TIAM2
316
Tru Independence Asset Management 2
Oregon
$3.93M +$3.93M +47,380 New
JWS
317
Juncture Wealth Strategies
Arizona
$3.93M +$395K +4,762 +11%
ACM
318
AlphaStar Capital Management
North Carolina
$3.92M +$762K +9,203 +24%
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$3.89M +$1.1M +13,255 +39%
LWM
320
Laidlaw Wealth Management
New York
$3.87M +$2M +24,160 +107%
KOMWMG
321
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.77M +$967K +11,671 +35%
F
322
F3Logic
Minnesota
$3.75M +$302K +3,644 +9%
BFEC
323
Benjamin F. Edwards & Company
Missouri
$3.74M +$131K +1,580 +4%
CAG
324
Crestwood Advisors Group
Massachusetts
$3.7M +$16.6K +200 +0.5%
TPWA
325
TRUE Private Wealth Advisors
Oregon
$3.69M -$256K -3,093 -7%
11 12
13
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