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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
501
Meritage Portfolio Management
Kansas
$371K +$370K +4,590 New
SIM
502
Stratos Investment Management
Ohio
$369K +$76.1K +943 +26%
FA
503
Fortis Advisors
Pennsylvania
$369K +$350K +4,341 +1,929%
AIC
504
Archer Investment Corporation
Indiana
$368K – – –
WWM
505
Windsor Wealth Management
Indiana
$366K +$365K +4,521 New
HS
506
Horan Securities
United States
$355K -$6.94K -86 -2%
VCM
507
Vivaldi Capital Management
Illinois
$352K +$351K +4,352 New
CAL
508
Capital Analysts LLC
Pennsylvania
$351K +$306K +3,790 +677%
PA
509
Paracle Advisors
Washington
$349K +$112K +1,389 +47%
AFC
510
AFT Forsyth & Company
Florida
$348K – – –
NIC
511
Northwest Investment Counselors
Oregon
$348K – – –
KIM
512
Karpus Investment Management
New York
$347K -$2.84M -35,225 -89%
CC
513
Claybrook Capital
Massachusetts
$347K – – –
AAS
514
Annex Advisory Services
Wisconsin
$347K +$29K +360 +9%
LIA
515
LBMC Investment Advisors
Tennessee
$346K -$2.13M -26,348 -86%
FIA
516
Foundations Investment Advisors
Arizona
$345K +$343K +4,250 New
IWP
517
Icon Wealth Partners
Texas
$344K – – –
CBT
518
Capital Bank & Trust
California
$339K +$339K +4,200 New
TWM
519
Titus Wealth Management
California
$338K +$338K +4,188 New
CCT
520
Country Club Trust
Missouri
$334K -$8.47K -105 -2%
EWA
521
Exencial Wealth Advisors
Oklahoma
$332K +$88.6K +1,098 +36%
ACA
522
Atlas Capital Advisors
Wyoming
$331K +$38.1K +472 +13%
TNBTD
523
Trustmark National Bank Trust Department
Mississippi
$330K -$316K -3,916 -49%
JCM
524
Jacobi Capital Management
Pennsylvania
$329K -$8.95K -111 -3%
W
525
WealthOne
New York
$328K -$13.4K -166 -4%
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