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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
451
Adero Partners
California
$728K +$729K +9,029 New
CWM
452
Connecticut Wealth Management
Connecticut
$725K -$8.88K -110 -1%
PTC
453
Philadelphia Trust Company
Pennsylvania
$725K – – –
WCM
454
Washburn Capital Management
Florida
$724K +$725K +8,987 New
FNBOO
455
First National Bank of Omaha
Nebraska
$723K -$39.9K -494 -5%
JIC
456
Joel Isaacson & Co
New York
$722K +$51.1K +633 +8%
MFT
457
Moisand Fitzgerald Tamayo
Florida
$720K +$17.8K +221 +3%
PWMG
458
Prestige Wealth Management Group
New Jersey
$716K +$717K +8,888 New
GRP
459
Global Retirement Partners
California
$714K +$32.7K +405 +5%
MCM
460
McMillion Capital Management
North Carolina
$706K +$2.02K +25 +0.3%
GIM
461
Goelzer Investment Management
Indiana
$693K -$35.1K -435 -5%
BAM
462
Belpointe Asset Management
Nevada
$691K +$534K +6,622 +338%
IP
463
Intellectus Partners
California
$677K +$114K +1,412 +20%
NGA
464
Naples Global Advisors
Florida
$672K -$125K -1,546 -16%
MIM
465
Moseley Investment Management
Florida
$667K +$668K +8,277 New
GWM
466
Geneos Wealth Management
Colorado
$663K +$3.96K +49 +0.6%
22CM
467
20/20 Capital Management
California
$662K +$660K +8,180 New
SFA
468
Sequoia Financial Advisors
Ohio
$658K – – –
IF
469
Insight Folios
North Carolina
$658K +$658K +8,157 New
MCM
470
Maple Capital Management
Vermont
$657K -$53.7K -665 -8%
SJIC
471
St. James Investment Company
Texas
$657K -$24.2K -300 -4%
SFM
472
Signet Financial Management
New Jersey
$657K +$48.5K +601 +8%
DSC
473
Duncker Streett & Co
Missouri
$641K – – –
AAM
474
Autus Asset Management
Arizona
$641K +$75.1K +931 +13%
FTIOP
475
Fiduciary Trust International of Pennsylvania
Pennsylvania
$634K +$83.1K +1,030 +15%
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