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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
576
Global Wealth Management Investment Advisory
Florida
$1.61M +$25.2K +319 +2%
SFGP
577
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.61M +$153K +1,942 +11%
SWM
578
Sagace Wealth Management
Florida
$1.61M +$12.9K +163 +0.8%
DWT
579
Dorsey & Whitney Trust
South Dakota
$1.6M +$1.6M +20,250 New
LWM
580
LongView Wealth Management
Georgia
$1.59M -$210K -2,664 -12%
MA
581
Montag & Associates
Georgia
$1.59M +$698K +8,852 +78%
SCM
582
SOL Capital Management
Maryland
$1.57M -$263K -3,330 -14%
PA
583
Powerhouse Assets
Massachusetts
$1.57M +$1.57M +19,865 New
NB
584
NBT Bank
New York
$1.55M +$3K +38 +0.2%
LFAS
585
Level Four Advisory Services
Texas
$1.55M +$186K +2,353 +14%
BB
586
Bell Bank
North Dakota
$1.55M – – –
AIM
587
Allen Investment Management
New York
$1.53M +$57K +723 +4%
HHRDM
588
H&H Retirement Design & Management
Nevada
$1.53M +$29.6K +375 +2%
NPFS
589
Novak & Powell Financial Services
Florida
$1.53M -$22.1K -280 -1%
AWE
590
Avidian Wealth Enterprises
Texas
$1.53M -$132K -1,670 -8%
PAA
591
Peregrine Asset Advisers
Oregon
$1.51M -$26.7K -339 -2%
GFWA
592
Grey Fox Wealth Advisors
Delaware
$1.5M -$359K -4,554 -19%
SAW
593
Signal Advisors Wealth
Michigan
$1.49M -$154K -1,949 -9%
SFS
594
Security Financial Services
Indiana
$1.48M +$150K +1,902 +11%
WF
595
Womack Financial
Texas
$1.48M +$58.5K +742 +4%
FRA
596
Frank Rimerman Advisors
California
$1.48M -$4.97K -63 -0.3%
SG
597
StoneX Group
New York
$1.47M +$78.6K +996 +6%
DWM
598
Dakota Wealth Management
Florida
$1.47M +$1.47M +18,612 New
PI
599
PFG Investments
New York
$1.46M +$446K +5,656 +44%
KeyBank National Association
600
KeyBank National Association
Ohio
$1.45M -$114K -1,443 -7%