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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
576
Bogart Wealth LLC
Virginia
$45K – – –
PGWM
577
Parisi Gray Wealth Management
New Jersey
$44K – – –
MCM
578
Manchester Capital Management
Vermont
$41K -$7.81K -100 -16%
CDIA
579
Capital Directions Investment Advisors
Georgia
$41K +$703 +9 +2%
GCM
580
Gables Capital Management
Florida
$41K +$41K +525 New
TVWM
581
Tower View Wealth Management
Wisconsin
$40K +$156 +2 +0.4%
PO
582
Private Ocean
California
$35K -$43.4K -555 -56%
MA
583
MCF Advisors
Kentucky
$35K -$234 -3 -0.7%
MWM
584
MinichMacGregor Wealth Management
New York
$35K +$4.69K +60 +15%
NCM
585
New Capital Management
Texas
$34K +$156 +2 +0.5%
SF
586
Synovus Financial
Georgia
$34K +$10.5K +135 +46%
SIAP
587
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K +$34.7K +444 New
CT
588
CPF Texas
Texas
$33K -$24.5K -314 -42%
SIS
589
Sound Income Strategies
Florida
$33K +$16.4K +210 +97%
NPP
590
New Potomac Partners
Maryland
$31K – – –
WF
591
WealthTrust Fairport
Ohio
$31K – – –
AIS
592
Accurate Investment Solutions
Pennsylvania
$31K +$156 +2 +0.5%
BWA
593
Burt Wealth Advisors
Maryland
$29K – – –
GFP
594
Gryphon Financial Partners
Ohio
$29K +$9.77K +125 +50%
CFD
595
Creative Financial Designs
Indiana
$27K +$16.2K +207 +150%
JWM
596
Janiczek Wealth Management
Colorado
$27K +$26.5K +339 New
TFS
597
TrustCore Financial Services
Tennessee
$26K +$78 +1 +0.3%
EWM
598
Endurance Wealth Management
Rhode Island
$25K – – –
WAM
599
Wealthspire Advisors (Maryland)
Maryland
$23K +$19.1K +245 +490%
PFGIA
600
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$5.47K -70 -20%
22 23
24
25 26