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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
451
WealthSource Partners
California
$799K -$248K -3,050 -24%
MIA
452
MainStreet Investment Advisors
Illinois
$792K -$13K -160 -2%
LA
453
LVW Advisors
New York
$790K -$262K -3,232 -25%
CAC
454
Certified Advisory Corp
Florida
$789K +$349K +4,303 +81%
CWM
455
Confluence Wealth Management
Oregon
$785K -$60.2K -741 -7%
GVAG
456
Great Valley Advisor Group
Delaware
$780K -$33K -407 -4%
LC
457
Lincoln Capital
Nebraska
$776K +$193K +2,375 +34%
GWM
458
Geneos Wealth Management
Colorado
$770K +$96.9K +1,193 +14%
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
$767K +$349K +4,293 +85%
KCM
460
Karp Capital Management
California
$766K +$757K +9,326 New
HFS
461
Howard Financial Services
Texas
$765K -$211K -2,601 -22%
EWM
462
EPG Wealth Management
Georgia
$763K +$743K +9,153 +6,934%
WCM
463
Weik Capital Management
Pennsylvania
$761K +$4.06K +50 +0.5%
AAS
464
Annex Advisory Services
Wisconsin
$756K +$398K +4,897 +114%
SWM
465
SigFig Wealth Management
California
$756K +$541K +6,662 +262%
EAMA
466
EFG Asset Management (Americas)
Florida
$748K -$836K -10,301 -53%
BIAS
467
Beacon Investment Advisory Services
New Jersey
$747K -$34.3K -422 -4%
RPWA
468
Regent Peak Wealth Advisors
Georgia
$746K -$69.9K -861 -9%
PTC
469
Philadelphia Trust Company
Pennsylvania
$740K – – –
JIC
470
Joel Isaacson & Co
New York
$738K +$974 +12 +0.1%
DFA
471
Delta Financial Advisors
Louisiana
$736K -$291K -3,579 -29%
EWA
472
Exencial Wealth Advisors
Oklahoma
$736K -$100K -1,233 -12%
QCG
473
Quadrant Capital Group
Ohio
$733K +$271K +3,343 +60%
BAM
474
Belpointe Asset Management
Nevada
$732K +$26.3K +324 +4%
MIM
475
Moseley Investment Management
Florida
$732K +$51.2K +630 +8%
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