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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
676
Dakota Wealth Management
Florida
$643K +$67.9K +825 +12%
FCA
677
FLC Capital Advisors
California
$642K – – –
SIC
678
Samalin Investment Counsel
New York
$642K +$30.7K +373 +5%
DSC
679
Duncker Streett & Co
Missouri
$628K +$4.11K +50 +0.7%
MIA
680
MainStreet Investment Advisors
Illinois
$625K – – –
PNC
681
Park National Corp
Ohio
$619K -$30.8K -374 -5%
CAN
682
Claraphi Advisory Network
United States
$612K -$68.9K -837 -10%
TAM
683
Todd Asset Management
Kentucky
$610K – – –
ML
684
McAdam LLC
Pennsylvania
$610K +$46.7K +568 +8%
CIA
685
Choate Investment Advisors
Massachusetts
$599K +$91.1K +1,107 +18%
AIM
686
Acropolis Investment Management
Missouri
$599K +$600K +7,290 New
CWM
687
Connecticut Wealth Management
Connecticut
$582K -$105K -1,274 -15%
MG
688
Mather Group
Illinois
$581K – – –
KFA
689
Kelleher Financial Advisors
New York
$579K +$6.42K +78 +1%
MIH
690
Meitav Investment House
Israel
$574K +$181K +2,196 +46%
RPA
691
Rock Point Advisors
Vermont
$573K – – –
HCP
692
Holt Capital Partners
Texas
$568K – – –
RCM
693
Radnor Capital Management
Pennsylvania
$565K – – –
RWB
694
RMR Wealth Builders
New Jersey
$562K -$351K -4,269 -38%
FDCDDQ
695
Federation des caisses Desjardins du Quebec
Quebec, Canada
$551K +$483K +5,872 +705%
MWM
696
Minot Wealth Management
Massachusetts
$549K -$235K -2,855 -30%
RWA
697
Ropes Wealth Advisors
Massachusetts
$545K +$4.44K +54 +0.8%
MIC
698
Meridian Investment Counsel
California
$544K – – –
RWI
699
Red Wave Investments
Pennsylvania
$539K +$494 +6 +0.1%
GIM
700
Goelzer Investment Management
Indiana
$538K -$31.4K -382 -6%
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