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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWAG
676
Integer Wealth Advisors Group
Georgia
$356K +$126K +1,516 +55%
JSA
677
Jacobson & Schmitt Advisors
Wisconsin
$355K – – –
IWP
678
Icon Wealth Partners
Texas
$353K – – –
TWM
679
Titus Wealth Management
California
$348K – – –
OMC
680
Overbrook Management Corp
New York
$343K – – –
CC
681
Claybrook Capital
Massachusetts
$341K +$41.5K +500 +14%
SWP
682
Summit Wealth Partners
Florida
$337K +$28.9K +348 +9%
CAM
683
Concorde Asset Management
Michigan
$331K -$74.2K -893 -18%
AFP
684
Ausdal Financial Partners
Iowa
$330K +$330K +3,975 New
AOWM
685
Alpha Omega Wealth Management
Virginia
$329K – – –
VCM
686
Vivaldi Capital Management
Illinois
$327K +$108K +1,305 +49%
DP
687
Dearborn Partners
Illinois
$321K +$13.3K +160 +4%
ECM
688
Evergreen Capital Management
Washington
$320K +$320K +3,853 New
NCM
689
Narwhal Capital Management
Georgia
$320K +$321K +3,858 New
EW
690
Evoke Wealth
California
$319K – – –
PAA
691
Peregrine Asset Advisers
Oregon
$318K +$318K +3,826 New
BRC
692
Bell Rock Capital
Delaware
$315K +$114K +1,366 +56%
CNB
693
Camden National Bank
Maine
$312K -$9.55K -115 -3%
SMC
694
Smith, Moore & Co
Missouri
$311K +$54.1K +651 +21%
MOS
695
MGO One Seven
Ohio
$309K +$310K +3,726 New
HPC
696
Hobart Private Capital
North Carolina
$309K -$114K -1,366 -27%
WP
697
WealthShield Partners
North Carolina
$304K +$187K +2,254 +160%
SBL
698
Sargent Bickham Lagudis
Colorado
$300K +$200K +2,402 +198%
W
699
WealthOne
New York
$295K +$665 +8 +0.2%
CIR
700
Clear Investment Research
Georgia
$294K +$4.9K +59 +2%
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