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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
MONECO Advisors
Connecticut
$879K -$99.6K -1,321 -10%
AAM
652
Aureus Asset Management
Massachusetts
$875K -$9.72K -129 -1%
GWCM
653
Godshalk Welsh Capital Management
Pennsylvania
$874K -$481K -6,384 -35%
BC
654
Barrett & Company
Rhode Island
$873K -$377 -5 -0%
RIM
655
Redwood Investment Management
Arizona
$863K +$866K +11,482 New
AIM
656
Arcadia Investment Management
Michigan
$863K -$135K -1,795 -14%
LPT
657
Legacy Private Trust
Wisconsin
$848K +$850K +11,279 New
TIA
658
Tiemann Investment Advisors
California
$846K – – –
MPW
659
MGO Private Wealth
California
$842K -$93.8K -1,244 -10%
EFS
660
Essex Financial Services
Connecticut
$833K -$98.7K -1,309 -11%
UBV
661
United Bank (Virginia)
Virginia
$829K – – –
SWRP
662
Summit Wealth & Retirement Planning
California
$829K -$4K -53 -0.5%
CP
663
Cumberland Partners
Ontario, Canada
$827K – – –
PFS
664
Prospera Financial Services
Texas
$825K -$6.48K -86 -0.8%
LIA
665
LBMC Investment Advisors
Tennessee
$822K -$11.2K -148 -1%
AFS
666
Annapolis Financial Services
Maryland
$817K -$207K -2,745 -20%
Mackenzie Financial
667
Mackenzie Financial
Ontario, Canada
$814K -$8.97M -119,000 -92%
LRWA
668
Long Run Wealth Advisors
New York
$812K – – –
IFO
669
Independent Family Office
New York
$808K +$172K +2,277 +27%
AP
670
Americana Partners
Texas
$801K +$256K +3,396 +32%
PCM
671
Pointe Capital Management
Michigan
$797K -$97.2K -1,290 -11%
RCIM
672
Red Cedar Investment Management
Michigan
$794K – – –
WAP
673
Wealthcare Advisory Partners
Pennsylvania
$793K -$32.3K -428 -4%
BFA
674
Beacon Financial Advisory
Ohio
$785K -$6.79K -90 -0.9%
GFS
675
GYL Financial Synergies
Connecticut
$785K -$14.2K -188 -2%