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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
676
McCarthy Asset Management
California
$821K +$2.36K +31 +0.3%
AWA
677
Arete Wealth Advisors
Illinois
$820K +$263K +3,447 +47%
LRWA
678
Long Run Wealth Advisors
New York
$816K -$351K -4,600 -30%
MAM
679
McLean Asset Management
Virginia
$812K -$15K -197 -2%
CFAM
680
Center For Asset Management
Florida
$809K -$53.6K -703 -6%
CWM
681
Campbell Wealth Management
Virginia
$809K -$1.84M -24,093 -69%
PFO
682
Pathstone Family Office
New Jersey
$806K +$95.3K +1,251 +13%
AP
683
Americana Partners
Texas
$805K +$1.91K +25 +0.2%
GFS
684
GYL Financial Synergies
Connecticut
$803K -$7.9M -103,678 -91%
WHG
685
Westwood Holdings Group
Texas
$803K -$683K -8,961 -46%
AT
686
American Trust
Kentucky
$802K +$68.4K +897 +9%
CC
687
Claybrook Capital
Massachusetts
$801K – – –
RCIM
688
Red Cedar Investment Management
Michigan
$798K +$805K +10,560 New
BFA
689
Beacon Financial Advisory
Ohio
$796K +$48.4K +635 +7%
WA
690
Wealthstream Advisors
New York
$790K +$441K +5,788 +124%
EWA
691
Exencial Wealth Advisors
Oklahoma
$784K -$8.76K -115 -1%
AIC
692
Archer Investment Corporation
Indiana
$781K +$86.4K +1,134 +12%
BFG
693
Baron Financial Group
New Jersey
$781K -$73.3K -962 -9%
AFG
694
Atomi Financial Group
New York
$775K +$13.5K +177 +2%
SFA
695
Sequoia Financial Advisors
Ohio
$770K -$90.2K -1,184 -10%
LIG
696
Lokken Investment Group
Delaware
$769K +$72.1K +946 +10%
ES
697
Eagle Strategies
New York
$769K -$12.3K -162 -2%
SW
698
Simplicity Wealth
New Jersey
$765K +$771K +10,121 New
SB
699
Strategic Blueprint
Georgia
$762K -$108K -1,416 -12%
AMG
700
Asset Management Group
Connecticut
$761K +$3.28K +43 +0.4%
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