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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
726
Nadler Financial Group
Illinois
$411K +$331 +4 +0.1%
SWA
727
SFMG Wealth Advisors
Texas
$410K +$409K +4,940 New
GAM
728
Gould Asset Management
California
$400K -$296K -3,570 -43%
TFA
729
TPG Financial Advisors
Oregon
$397K -$15.6K -188 -4%
WIM
730
Weitz Investment Management
Nebraska
$389K – – –
B
731
Bridgeworth
Alabama
$377K +$5.05K +61 +1%
PCFFS
732
Pacific Center for Financial Services
California
$376K +$4.14K +50 +1%
CIA
733
Cascade Investment Advisors
Oregon
$373K -$91.1K -1,100 -20%
EB
734
Eastern Bank
Massachusetts
$372K -$108K -1,309 -23%
OMC
735
Overbrook Management Corp
New York
$371K +$28.6K +345 +8%
KLI
736
Kelman-Lazarov Inc
Tennessee
$368K -$51.8K -625 -12%
LL
737
LPWM LLC
Minnesota
$364K -$23.3K -281 -6%
WAP
738
Wealthcare Advisory Partners
Pennsylvania
$363K -$21.6K -261 -6%
WFWM
739
Wechter Feldman Wealth Management
New Jersey
$362K +$362K +4,367 New
WPA
740
West Paces Advisors
Georgia
$361K -$24.3K -293 -6%
BWM
741
Birchcreek Wealth Management
Ohio
$361K +$361K +4,359 New
TWM
742
Titus Wealth Management
California
$360K +$12.8K +155 +4%
BHWA
743
Beacon Harbor Wealth Advisors
Virginia
$359K -$24.1M -291,323 -99%
CCFM
744
Clear Creek Financial Management
Washington
$358K -$45.9M -553,914 -99%
AFC
745
AFT Forsyth & Company
Florida
$357K – – –
WP
746
WealthPLAN Partners
Nebraska
$357K +$358K +4,319 New
JCM
747
Jacobi Capital Management
Pennsylvania
$356K -$37.9K -457 -10%
CFG
748
Cooper Financial Group
California
$355K +$355K +4,282 New
JSA
749
Jacobson & Schmitt Advisors
Wisconsin
$354K – – –
WFA
750
Wellspring Financial Advisors
Ohio
$354K +$354K +4,277 New
28 29
30
31 32