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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
601
Adaptive Financial Consulting
Ohio
$550K – – –
MCM
602
Maple Capital Management
Vermont
$545K -$61.2K -737 -10%
DWM
603
Dakota Wealth Management
Florida
$543K -$9.64K -116 -2%
WCFA
604
Walkner Condon Financial Advisors
Wisconsin
$543K +$543K +6,540 New
SIM
605
Stratos Investment Management
Ohio
$533K +$97.7K +1,176 +22%
KF
606
Krilogy Financial
Missouri
$531K +$42.8K +515 +9%
CCT
607
Country Club Trust
Missouri
$529K -$20K -241 -4%
FC
608
Fusion Capital
South Carolina
$525K +$525K +6,316 New
CIA
609
Choate Investment Advisors
Massachusetts
$523K +$99.3K +1,195 +23%
HFS
610
Howard Financial Services
Texas
$521K -$84.9K -1,022 -14%
BIAS
611
Beacon Investment Advisory Services
New Jersey
$516K -$207K -2,489 -29%
KFA
612
Kelleher Financial Advisors
New York
$514K +$121K +1,461 +31%
HCM
613
Hollencrest Capital Management
California
$512K – – –
KCPG
614
Kavar Capital Partners Group
Kansas
$510K +$510K +6,138 New
MWM
615
Meridian Wealth Management
Kentucky
$502K +$96.1K +1,157 +24%
HCP
616
Holt Capital Partners
Texas
$493K – – –
PFG
617
PAX Financial Group
Texas
$492K -$16.9K -203 -3%
SFM
618
Signet Financial Management
New Jersey
$489K -$23.8K -286 -5%
SFS
619
Strategic Financial Services
New York
$488K -$32K -385 -6%
TTWM
620
TCV Trust & Wealth Management
Virginia
$482K +$23.9K +288 +5%
EB
621
Eastern Bank
Massachusetts
$481K -$219K -2,638 -31%
AWS
622
Arkfeld Wealth Strategies
Nebraska
$476K +$1.83K +22 +0.4%
EFS
623
Essex Financial Services
Connecticut
$475K +$475K +5,716 New
CSIC
624
Clifford Swan Investment Counsel
California
$474K -$90.2K -1,085 -16%
PA
625
Pinnacle Associates
New York
$474K -$12.8K -154 -3%
23 24
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