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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
601
Patten Group
Tennessee
$1.29M +$327K +4,246 +34%
CWG
602
Cornerstone Wealth Group
North Carolina
$1.29M -$396K -5,146 -24%
PFS
603
Prospera Financial Services
Texas
$1.28M -$576K -7,474 -31%
HCM
604
Hilton Capital Management
New York
$1.28M +$1.28M +16,616 New
AWM
605
Axxcess Wealth Management
California
$1.27M +$123K +1,601 +11%
FA
606
Fiducient Advisors
Illinois
$1.26M +$1.27M +16,448 New
WHG
607
Westwood Holdings Group
Texas
$1.26M +$1.03M +13,305 +431%
AIFAIM
608
American Institute for Advanced Investment Management
Arizona
$1.26M -$77.4K -1,005 -6%
BWM
609
BerganKDV Wealth Management
Minnesota
$1.25M +$84.2K +1,093 +7%
SFG
610
SNS Financial Group
Minnesota
$1.24M +$733K +9,510 +144%
IFG
611
Independent Financial Group
California
$1.23M -$40.7K -528 -3%
LWA
612
LWS Wealth Advisors
New Jersey
$1.22M +$657K +8,527 +117%
AA
613
Axiom Advisory
California
$1.22M -$1.14M -14,820 -48%
AFAS
614
Acorn Financial Advisory Services
Virginia
$1.21M +$36.1K +468 +3%
TA
615
TruWealth Advisors
Louisiana
$1.21M -$462K -6,001 -28%
CPA
616
Capital Performance Advisors
California
$1.21M +$60.9K +791 +5%
CT
617
Coastline Trust
Rhode Island
$1.2M -$1.86M -24,111 -61%
IC
618
IEQ Capital
California
$1.2M -$72K -934 -6%
LRWA
619
Long Run Wealth Advisors
New York
$1.2M – – –
SHWM
620
Smith & Howard Wealth Management
Georgia
$1.19M -$255K -3,307 -18%
FWM
621
FSA Wealth Management
Massachusetts
$1.19M +$1.19M +15,429 New
AWM
622
Atticus Wealth Management
Florida
$1.18M -$10M -130,350 -89%
USCWA
623
U.S. Capital Wealth Advisors
Texas
$1.16M +$77 +1 +0%
SW
624
StrongBox Wealth
Missouri
$1.15M -$66.4K -862 -5%
KFS
625
Kelly Financial Services
Massachusetts
$1.15M +$313K +4,066 +37%
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