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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
626
Narus Financial Partners
Utah
$1.05M +$540K +7,122 +108%
GCA
627
Gradient Capital Advisors
California
$1.04M -$197K -2,596 -16%
AFS
628
Annapolis Financial Services
Maryland
$1.04M +$3.56K +47 +0.3%
FIA
629
Foundations Investment Advisors
Arizona
$1.02M -$296K -3,906 -23%
SGCA
630
Steel Grove Capital Advisors
Tennessee
$1.01M -$120K -1,580 -11%
FA
631
FDx Advisors
Illinois
$1M – – –
PWG
632
Private Wealth Group
Florida
$998K – – –
PFS
633
Prospera Financial Services
Texas
$996K -$868K -11,455 -47%
LFG
634
Lockerman Financial Group
California
$996K +$79.3K +1,046 +9%
BWA
635
Burt Wealth Advisors
Maryland
$995K -$279K -3,682 -22%
WAP
636
Wealthcare Advisory Partners
Pennsylvania
$994K +$38.7K +511 +4%
FFP
637
FourThought Financial Partners
Florida
$990K – – –
MA
638
MONECO Advisors
Connecticut
$982K -$220K -2,899 -18%
PAG
639
Powers Advisory Group
Illinois
$980K +$1.67K +22 +0.2%
EL
640
Essex LLC
Illinois
$977K – – –
WFA
641
Wellspring Financial Advisors
Ohio
$969K +$227 +3 +0%
ANTB
642
AMG National Trust Bank
Colorado
$968K -$1.8M -23,742 -65%
IWA
643
Intercontinental Wealth Advisors
Texas
$965K +$956K +12,613 New
CD
644
Chapin Davis
Maryland
$962K +$108K +1,424 +13%
MPW
645
MGO Private Wealth
California
$959K -$9.02M -119,037 -90%
DCM
646
DGS Capital Management
New Jersey
$955K +$102K +1,344 +12%
MWM
647
Meritas Wealth Management
California
$942K -$97.3K -1,284 -9%
LIA
648
LBMC Investment Advisors
Tennessee
$941K -$26K -343 -3%
EPA
649
Element Pointe Advisors
Florida
$933K – – –
SWRP
650
Summit Wealth & Retirement Planning
California
$932K -$47.1K -622 -5%
24 25
26
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