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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
651
Independent Family Office
New York
$1.1M -$29.6K -375 -3%
BWM
652
BCS Wealth Management
Tennessee
$1.1M +$592K +7,500 +116%
TCM
653
TruNorth Capital Management
Michigan
$1.1M +$17.8K +226 +2%
CFO
654
CVA Family Office
Colorado
$1.1M -$6.79K -86 -0.6%
WF
655
WoodTrust Financial
Wisconsin
$1.09M +$300K +3,799 +38%
STA
656
Summit Trail Advisors
New York
$1.09M +$1.09M +13,840 New
MFIM
657
Mesirow Financial Investment Management
Illinois
$1.09M -$255K -3,227 -19%
IAIM
658
International Assets Investment Management
Florida
$1.06M +$29.7K +376 +3%
CIA
659
Compass Ion Advisors
Pennsylvania
$1.06M -$5.05K -64 -0.5%
HFA
660
Hershey Financial Advisers
Pennsylvania
$1.06M -$569K -7,213 -35%
AAM
661
Aureus Asset Management
Massachusetts
$1.06M +$20K +254 +2%
SFP
662
Shepherd Financial Partners
Massachusetts
$1.05M -$165K -2,095 -14%
WWM
663
Western Wealth Management
Colorado
$1.05M +$404K +5,125 +62%
CGPCS
664
Capital Group Private Client Services
California
$1.04M +$39K +494 +4%
HNB
665
Huntington National Bank
Ohio
$1.04M – – –
SWA
666
Stratos Wealth Advisors
Ohio
$1.03M -$23.8K -302 -2%
MJRIC
667
Mogy Joel R Investment Counsel
California
$1.02M +$23.7K +300 +2%
EGM
668
Engineers Gate Manager
New York
$1.02M +$1.02M +12,884 New
PAYA
669
Phil A. Younker & Associates
Alaska
$1M +$1M +12,690 New
CD
670
Chapin Davis
Maryland
$999K +$316 +4 +0%
UA
671
Unison Advisors
District of Columbia
$982K -$109K -1,379 -10%
EW
672
Evoke Wealth
California
$978K -$813K -10,303 -45%
EIC
673
Equity Investment Corp
Georgia
$977K +$12.8K +162 +1%
GWL
674
Generations Wealth LLC
Ohio
$974K +$975K +12,360 New
CAM
675
Cresset Asset Management
Illinois
$972K +$40.7K +516 +4%
25 26
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