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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
501
Great Valley Advisor Group
Delaware
$784K -$3.89K -47 -0.5%
MGIA
502
Moneta Group Investment Advisors
Missouri
$780K +$225K +2,716 +41%
EWM
503
EPG Wealth Management
Georgia
$772K – – –
UFF
504
USA Financial Formulas
Michigan
$772K +$768K +9,283 New
AFAS
505
Acorn Financial Advisory Services
Virginia
$767K +$763K +9,228 New
CAN
506
Claraphi Advisory Network
United States
$764K +$165K +1,993 +28%
NGA
507
Naples Global Advisors
Florida
$763K +$33.1K +400 +5%
JIC
508
Joel Isaacson & Co
New York
$757K +$10.5K +127 +1%
MCM
509
Maryland Capital Management
Maryland
$756K +$752K +9,096 New
PNC
510
Park National Corp
Ohio
$750K -$108K -1,304 -13%
SIA
511
Soltis Investment Advisors
Utah
$749K +$125K +1,513 +20%
PTC
512
Philadelphia Trust Company
Pennsylvania
$748K – – –
WCM
513
Washburn Capital Management
Florida
$747K +$28.5K +345 +4%
BAM
514
Belpointe Asset Management
Nevada
$746K +$6.29K +76 +0.9%
WP
515
WMS Partners
Maryland
$741K +$738K +8,919 New
MCM
516
McMillion Capital Management
North Carolina
$735K +$6.62K +80 +0.9%
EAMA
517
EFG Asset Management (Americas)
Florida
$727K -$29.2K -353 -4%
BIAS
518
Beacon Investment Advisory Services
New Jersey
$724K -$31.3K -379 -4%
AP
519
Americana Partners
Texas
$715K +$1.07K +13 +0.2%
22CM
520
20/20 Capital Management
California
$706K -$1.4M -16,969 -67%
WAM
521
Wealthspire Advisors (Maryland)
Maryland
$704K +$163K +1,967 +30%
EB
522
Eastern Bank
Massachusetts
$700K -$704K -8,513 -50%
CAMG
523
CWA Asset Management Group
Florida
$695K +$692K +8,364 New
FA
524
FCG Advisors
New Jersey
$692K +$6.62K +80 +1%
TNB
525
TCF National Bank
South Dakota
$691K +$93.3K +1,128 +15%
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