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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
301
Sovereign Financial Group
Connecticut
$6.16M -$1.41M -18,813 -19%
FAN
302
Financial Advisors Network
California
$6.12M +$28.5K +380 +0.5%
CAM
303
Cresset Asset Management
Illinois
$6.11M -$3.27M -43,538 -34%
CWM
304
Cranbrook Wealth Management
Michigan
$6.05M +$19.2K +256 +0.3%
RLWM
305
RF&L Wealth Management
Massachusetts
$6.03M +$6.01M +80,079 New
CWM
306
Concentric Wealth Management
California
$5.97M -$682K -9,087 -10%
MWM
307
McNaughton Wealth Management
California
$5.94M -$34.2K -456 -0.6%
KJWM
308
Kiley Juergens Wealth Management
Washington
$5.93M -$622K -8,293 -10%
CCG
309
Chatham Capital Group
Georgia
$5.92M -$719K -9,580 -11%
NA
310
NewEdge Advisors
Louisiana
$5.92M -$184K -2,448 -2%
MWP
311
Moller Wealth Partners
$5.91M +$208K +2,769 +4%
LA
312
Legacy Advisors
Pennsylvania
$5.9M +$5.88M +78,384 New
EFG
313
Everhart Financial Group
Ohio
$5.84M +$5.5M +73,246 +1,700%
TNB
314
Thomasville National Bank
Georgia
$5.82M -$1.12M -14,972 -16%
FNBT
315
FineMark National Bank & Trust
Florida
$5.78M -$777K -10,355 -12%
WA
316
Wealth Architects
California
$5.77M -$596K -7,939 -9%
PFG
317
PAX Financial Group
Texas
$5.71M +$503K +6,706 +10%
AWM
318
Avior Wealth Management
Nebraska
$5.62M -$63.9K -852 -1%
SFP
319
Shepherd Financial Partners
Massachusetts
$5.61M +$570K +7,593 +11%
LSA
320
Lansing Street Advisors
Pennsylvania
$5.58M -$103K -1,378 -2%
KPWS
321
Kestra Private Wealth Services
Texas
$5.53M +$301K +4,009 +6%
OPWM
322
Oakwell Private Wealth Management
Texas
$5.52M -$170K -2,272 -3%
OAM
323
Occidental Asset Management
California
$5.5M -$1.87M -24,905 -25%
RWM
324
Raffa Wealth Management
District of Columbia
$5.47M -$131K -1,744 -2%
DWA
325
Delap Wealth Advisory
Oregon
$5.47M +$5.45M +72,609 New