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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
426
Carnegie Investment Counsel
Ohio
$940K -$36.5K -450 -4%
DAS
427
Dynamic Advisor Solutions
Arizona
$939K -$163K -2,002 -15%
WIA
428
World Investment Advisors
California
$927K +$499K +6,150 +120%
CFS
429
Cannon Financial Strategists
Georgia
$922K +$143K +1,763 +19%
IWM
430
IHT Wealth Management
Illinois
$922K +$6.01K +74 +0.7%
WA
431
WBH Advisory
Maryland
$921K +$399K +4,917 +78%
EWA
432
EP Wealth Advisors
California
$921K +$910K +11,206 New
UBV
433
United Bank (Virginia)
Virginia
$910K -$8.85K -109 -1%
BEAM
434
Baker Ellis Asset Management
Washington
$904K -$268K -3,300 -23%
HR
435
Hayden Royal
North Carolina
$902K +$61.8K +761 +7%
TLP
436
Trinity Legacy Partners
Texas
$896K +$887K +10,927 New
VCM
437
Violich Capital Management
California
$889K -$135K -1,665 -13%
RPGK
438
Retirement Planning Group (Kansas)
Kansas
$878K +$494K +6,081 +132%
ZF
439
Zhang Financial
Michigan
$872K +$325K +4,007 +61%
PNC
440
Park National Corp
Ohio
$849K +$7.15K +88 +0.9%
GRP
441
Global Retirement Partners
California
$848K +$118K +1,456 +16%
LCM
442
Liberty Capital Management
Michigan
$847K – – –
RPG
443
Resource Planning Group
Georgia
$846K -$35K -431 -4%
TL
444
TrueWealth LLC
Georgia
$844K +$53.4K +658 +7%
HWA
445
Heartwood Wealth Advisors
Virginia
$838K -$20.1M -247,559 -96%
AMG
446
Asset Management Group
Connecticut
$838K +$2.27K +28 +0.3%
ACP
447
Ashfield Capital Partners
California
$824K -$12.2K -150 -1%
BJL
448
Brighton Jones LLC
Washington
$822K +$76.7K +945 +10%
AAMC
449
Asset Allocation & Management Company
Illinois
$816K – – –
CWG
450
Cornerstone Wealth Group
North Carolina
$804K +$794K +9,778 New
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