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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
501
Empirical Wealth Management
Washington
$1.69M +$55K +669 +3%
GCA
502
Gradient Capital Advisors
California
$1.68M +$22.4K +272 +1%
WB
503
Webster Bank
Connecticut
$1.68M -$39.7K -483 -2%
CPIA
504
Cornell Pochily Investment Advisors
New York
$1.67M -$109K -1,327 -6%
AFS
505
Annapolis Financial Services
Maryland
$1.65M +$25.9K +315 +2%
BFPW
506
BOK Financial Private Wealth
Colorado
$1.65M +$1.03M +12,569 +169%
BFA
507
Bragg Financial Advisors
North Carolina
$1.64M -$203K -2,471 -11%
DP
508
Denver PWM
Colorado
$1.64M +$1.64M +19,959 New
HNW
509
High Note Wealth
Minnesota
$1.63M -$319K -3,883 -16%
GJIC
510
Gamble Jones Investment Counsel
California
$1.61M – – –
LIA
511
LBMC Investment Advisors
Tennessee
$1.61M -$151K -1,834 -9%
WIA
512
World Investment Advisors
California
$1.6M +$213K +2,590 +15%
CAMG
513
CWA Asset Management Group
Florida
$1.59M +$245K +2,973 +18%
MAM
514
McLean Asset Management
Virginia
$1.56M +$25.5K +310 +2%
ACP
515
Ashfield Capital Partners
California
$1.55M +$802K +9,750 +106%
BAM
516
Belpointe Asset Management
Nevada
$1.53M -$136K -1,652 -8%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$1.52M +$1.02M +12,401 +202%
CWG
518
Cornerstone Wealth Group
North Carolina
$1.52M +$64.7K +787 +4%
PFS
519
Prospera Financial Services
Texas
$1.52M +$8.8K +107 +0.6%
LF
520
LifeSteps Financial
California
$1.51M -$31.1K -378 -2%
FLPIM
521
F.L. Putnam Investment Management
Massachusetts
$1.5M +$1.5M +18,281 New
IP
522
Intellectus Partners
California
$1.48M -$607K -7,377 -29%
EPA
523
Element Pointe Advisors
Florida
$1.48M -$456K -5,540 -24%
SWP
524
Stratos Wealth Partners
Ohio
$1.47M +$27K +328 +2%
EP
525
Eudaimonia Partners
Tennessee
$1.46M +$227K +2,761 +18%
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