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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
701
Ritholtz Wealth Management
New York
$730K -$241K -3,148 -25%
MPW
702
MGO Private Wealth
California
$727K -$109K -1,427 -13%
IAIM
703
International Assets Investment Management
Florida
$721K -$12.8K -167 -2%
CCFM
704
Clear Creek Financial Management
Washington
$718K +$7.82K +102 +1%
KAH
705
Kathryn A. Hall
$712K -$473K -6,167 -40%
EW
706
Evoke Wealth
California
$708K
NRI
707
NFP Retirement Inc
California
$705K -$110K -1,428 -13%
LIM
708
Loudon Investment Management
New Hampshire
$698K -$8.82K -115 -1%
VC
709
Veery Capital
Delaware
$697K -$146K -1,898 -17%
GFS
710
GYL Financial Synergies
Connecticut
$688K -$48.3K -630 -7%
BJL
711
Brighton Jones LLC
Washington
$678K +$62.1K +809 +10%
DIM
712
DLK Investment Management
California
$674K
BIAS
713
Beacon Investment Advisory Services
New Jersey
$672K +$7.75K +101 +1%
TCBWMS
714
Texas Capital Bank Wealth Management Services
Texas
$665K
TA
715
TrueWealth Advisors
Alabama
$665K -$28.8K -375 -4%
AF
716
Advisornet Financial
Minnesota
$665K -$821K -10,707 -55%
EWA
717
Evolution Wealth Advisors
Florida
$663K +$71.1K +927 +12%
AssetMark Inc
718
AssetMark Inc
California
$654K +$14.3K +186 +2%
FWIA
719
Fort Washington Investment Advisors
Ohio
$651K -$7.67K -100 -1%
LIA
720
LifePlan Investment Advisors
North Carolina
$651K +$402K +5,235 +161%
WAS
721
Wealth Advisory Solutions
Indiana
$645K -$86.5K -1,127 -12%
TFA
722
Tobias Financial Advisors
Florida
$640K -$384 -5 -0.1%
HDIM
723
Hanson & Doremus Investment Management
Vermont
$630K -$325K -4,243 -34%
HWA
724
HCR Wealth Advisors
California
$628K -$81.3K -1,060 -11%
PBF
725
Petix & Botte Financial
California
$619K +$140K +1,825 +29%