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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
501
JNBA Financial Advisors
Minnesota
$231K +$231K +2,963 New
UB
502
UMB Bank
Missouri
$230K +$231K +2,956 New
MWM
503
Meridian Wealth Management
Kentucky
$229K -$36.2K -463 -14%
CC
504
Courier Capital
New York
$227K
GBBWRPM
505
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$221K +$27.3K +349 +14%
GWM
506
Greenwich Wealth Management
Connecticut
$220K
BPC
507
Banque Pictet & Cie
Switzerland
$219K +$220K +2,811 New
PNAA
508
Pictet North America Advisors
Switzerland
$219K +$220K +2,811 New
SC
509
Scotia Capital
Ontario, Canada
$217K -$39.3K -503 -15%
AI
510
Accredited Investors
Minnesota
$216K +$216K +2,769 New
CGT
511
Capital Guardian Trust
California
$213K +$213K +2,730 New
LA
512
LexAurum Advisors
Kansas
$209K +$209K +2,681 New
BCWM
513
Bartlett & Co Wealth Management
Ohio
$207K +$58.8K +753 +40%
BC
514
Bartlett & Co
Ohio
$207K +$58.8K +753 +40%
OLA
515
Oliver Luxxe Assets
New Jersey
$206K -$637K -8,148 -75%
BS
516
Banco Santander
Spain
$204K
CCA
517
Conservest Capital Advisors
Pennsylvania
$203K +$859 +11 +0.4%
KA
518
Klingman & Associates
New York
$202K +$203K +2,595 New
GIA
519
Granite Investment Advisors
New Hampshire
$201K -$1.95K -25 -1%
JIC
520
Johnson Investment Counsel
Ohio
$200K +$201K +2,574 New
SAM
521
Shamrock Asset Management
Texas
$193K
BRC
522
Bell Rock Capital
Delaware
$193K +$937 +12 +0.5%
SSB
523
Sandy Spring Bank
Maryland
$188K
CCA
524
Catalyst Capital Advisors
New York
$179K -$46.9K -600 -21%
CC
525
Claybrook Capital
Massachusetts
$179K