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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
426
Valley Wealth Managers
New Jersey
$2.84M +$598K +7,701 +27%
JCIA
427
Jackson Creek Investment Advisors
Colorado
$2.8M +$36.2K +466 +1%
ACA
428
Anchor Capital Advisors
Massachusetts
$2.79M -$215K -2,775 -7%
AOWM
429
Alpha Omega Wealth Management
Virginia
$2.79M -$180K -2,315 -6%
MSFS
430
Main Street Financial Solutions
Pennsylvania
$2.77M -$150K -1,936 -5%
AFTS
431
American Financial & Tax Strategies
New York
$2.77M -$62.5K -805 -2%
WFA
432
Websterrogers Financial Advisors
South Carolina
$2.76M -$308K -3,962 -10%
EWM
433
Empirical Wealth Management
Washington
$2.75M +$375K +4,827 +16%
EA
434
Eclectic Associates
California
$2.72M +$107K +1,376 +4%
JCM
435
Jacobsen Capital Management
Utah
$2.7M -$202K -2,608 -7%
FWP
436
Family Wealth Partners
North Carolina
$2.67M -$109K -1,407 -4%
AWA
437
Aletheian Wealth Advisors
Washington
$2.67M +$151K +1,944 +6%
EK
438
Evensky & Katz
Florida
$2.66M +$1.15M +14,853 +78%
OPA
439
Old Port Advisors
Maine
$2.65M -$342K -4,400 -12%
ACA
440
Ackerman Capital Advisors
Texas
$2.64M +$35.6K +459 +1%
CWA
441
CogentBlue Wealth Advisors
Tennessee
$2.63M -$94.2K -1,213 -3%
CAM
442
Columbia Asset Management
Michigan
$2.61M -$2.62M -33,796 Closed
ACM
443
AUA Capital Management
Pennsylvania
$2.6M -$77.7K -1,001 -3%
GVAG
444
Great Valley Advisor Group
Delaware
$2.6M +$128K +1,647 +5%
TW
445
TritonPoint Wealth
Maryland
$2.59M -$51.2K -659 -2%
SAI
446
Savvy Advisors Inc
New York
$2.59M +$769K +9,909 +43%
PL
447
Plancorp LLC
Missouri
$2.58M +$97.3K +1,253 +4%
FPWM
448
FSB Premier Wealth Management
Iowa
$2.58M -$195K -2,515 -7%
SWP
449
Summit Wealth Partners
Florida
$2.57M +$569K +7,334 +29%
EG
450
Enstar Group
Bermuda
$2.52M – – –
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