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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
301
Sigma Planning Corp
Michigan
$5.99M +$441K +5,815 +8%
WA
302
Wealth Architects
California
$5.96M +$93K +1,227 +2%
RC
303
Roundview Capital
New Jersey
$5.95M -$533K -7,031 -8%
IA
304
IFG Advisors
Missouri
$5.95M +$1.44M +18,967 +32%
CCG
305
Chatham Capital Group
Georgia
$5.94M -$69.7K -920 -1%
WF
306
Welch & Forbes
Massachusetts
$5.92M -$416K -5,494 -7%
RLWM
307
RF&L Wealth Management
Massachusetts
$5.92M -$205K -2,710 -3%
MWM
308
McNaughton Wealth Management
California
$5.89M -$143K -1,892 -2%
PFG
309
PAX Financial Group
Texas
$5.82M +$18.3K +241 +0.3%
TNB
310
Thomasville National Bank
Georgia
$5.81M -$108K -1,419 -2%
ASN
311
Advisory Services Network
Georgia
$5.8M +$621K +8,195 +12%
DAS
312
Dynamic Advisor Solutions
Arizona
$5.8M +$796K +10,507 +16%
JWCA
313
J.W. Cole Advisors
Florida
$5.66M -$1.17M -15,413 -17%
WDC
314
Woodward Diversified Capital
California
$5.62M -$693K -9,142 -11%
KAH
315
Kathryn A. Hall
$5.54M – – –
FNBT
316
FineMark National Bank & Trust
Florida
$5.54M -$331K -4,368 -6%
AW
317
Avion Wealth
Texas
$5.53M -$3.25M -42,824 -37%
EP
318
Essential Planning
New Hampshire
$5.51M +$45.7K +603 +0.8%
LSA
319
Lansing Street Advisors
Pennsylvania
$5.5M -$173K -2,284 -3%
GM
320
GeoWealth Management
Illinois
$5.5M +$445K +5,870 +9%
CAM
321
Cresset Asset Management
Illinois
$5.49M -$832K -10,977 -13%
DWA
322
Delap Wealth Advisory
Oregon
$5.48M -$71K -937 -1%
SWM
323
Soundmark Wealth Management
Washington
$5.46M -$42.9K -566 -0.8%
CWM
324
Concentric Wealth Management
California
$5.4M -$652K -8,605 -11%
SIA
325
SeaBridge Investment Advisors
New Jersey
$5.4M -$881K -11,623 -14%
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