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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
326
Brown Advisory Securities
Maryland
$1.06M +$1.07M +13,577 New
KWM
327
Kingsview Wealth Management
Oregon
$1.06M +$249K +3,170 +31%
NFG
328
Nations Financial Group
Iowa
$1.05M +$200K +2,545 +23%
AC
329
Avestar Capital
New York
$1.05M +$448K +5,704 +73%
CWM
330
Connecticut Wealth Management
Connecticut
$1.05M -$434K -5,522 -29%
V
331
Veritable
Delaware
$1.04M +$1.04M +13,245 New
TAM
332
Todd Asset Management
Kentucky
$1.02M – – –
JGUA
333
John G. Ullman & Associates
New York
$1.01M -$7.07K -90 -0.7%
MFT
334
Moisand Fitzgerald Tamayo
Florida
$1.01M -$2.49M -31,727 -71%
ACS
335
Archford Capital Strategies
Illinois
$997K +$78.6K +1,000 +9%
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$993K -$329K -4,192 -25%
NA
337
NewEdge Advisors
Louisiana
$991K +$579K +7,370 +140%
FAIM
338
Financial Advocates Investment Management
Washington
$990K -$503K -6,399 -34%
PAS
339
Partnervest Advisory Services
California
$990K -$29K -369 -3%
BSW
340
Buckingham Strategic Wealth
Missouri
$984K -$833K -10,601 -46%
TI
341
Truepoint Inc
Ohio
$982K -$65.3M -831,416 -92%
UBV
342
United Bank (Virginia)
Virginia
$979K -$5.5K -70 -0.6%
ARMC
343
American Research & Management Company
Massachusetts
$972K +$369K +4,700 +61%
AIM
344
Arcadia Investment Management
Michigan
$963K – – –
EWF
345
Epstein & White Financial
California
$963K +$961K +12,231 New
SC
346
Slow Capital
California
$949K +$171K +2,173 +22%
DY
347
Dowling & Yahnke
California
$946K +$6.44K +82 +0.7%
FA
348
Fagan Associates
New York
$939K +$155K +1,969 +20%
AWM
349
Altium Wealth Management
New York
$936K +$17.4K +222 +2%
FA
350
FCG Advisors
New Jersey
$934K -$94.8K -1,207 -9%
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