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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
326
Freedom Investment Management
Connecticut
$4.54M +$127K +1,550 +3%
Bank Julius Baer & Co
327
Bank Julius Baer & Co
Switzerland
$4.53M -$314K -3,816 -6%
1WA
328
180 Wealth Advisors
Washington
$4.51M -$42K -511 -0.9%
AP
329
Adero Partners
California
$4.47M +$3.41M +41,528 +320%
FPWM
330
FSB Premier Wealth Management
Iowa
$4.41M +$261K +3,179 +6%
TPWA
331
TRUE Private Wealth Advisors
Oregon
$4.4M +$125K +1,520 +3%
SFS
332
Sowell Financial Services
Arkansas
$4.39M -$690K -8,397 -14%
HTC
333
Haverford Trust Company
Pennsylvania
$4.39M -$17.8K -216 -0.4%
KIM
334
Karpus Investment Management
New York
$4.31M -$8.4M -102,220 -66%
SWM
335
SeaCrest Wealth Management
New York
$4.31M -$46K -560 -1%
SIM
336
Sadoff Investment Management
Wisconsin
$4.28M -$127K -1,550 -3%
BS
337
Banco Santander
Spain
$4.25M +$811K +9,870 +24%
NL
338
Navalign LLC
California
$4.22M -$208K -2,533 -5%
EWM
339
Endurance Wealth Management
Rhode Island
$4.2M
AA
340
Alesco Advisors
New York
$4.2M +$1.11M +13,487 +36%
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$4.2M +$1M +12,219 +31%
RCM
342
Requisite Capital Management
Texas
$4.17M -$212K -2,578 -5%
PWM
343
Perigon Wealth Management
California
$4.15M +$158K +1,917 +4%
IA
344
IFP Advisors
Florida
$4.14M +$52.4K +638 +1%
PMG
345
ProVise Management Group
Florida
$4.09M -$25.6K -311 -0.6%
AOWM
346
Alpha Omega Wealth Management
Virginia
$4.04M +$783K +9,525 +24%
SPIA
347
Steward Partners Investment Advisory
New York
$4.02M -$180K -2,195 -4%
FF
348
Fluent Financial
Texas
$4.01M -$193K -2,347 -5%
RIM
349
Rockbridge Investment Management
New York
$3.98M +$11.5K +140 +0.3%
CCA
350
Conservest Capital Advisors
Pennsylvania
$3.98M +$744K +9,050 +23%