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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBF
726
Petix & Botte Financial
California
$619K +$140K +1,825 +29%
GIA
727
Guyasuta Investment Advisors
Pennsylvania
$618K – – –
MRWM
728
ML&R Wealth Management
Texas
$617K -$242K -3,156 -28%
WJA
729
Willis Johnson & Associates
Texas
$617K +$26.5K +345 +4%
MAS
730
Madden Advisory Services
Florida
$615K -$38.1K -497 -6%
MA
731
MBA Advisors
Pennsylvania
$611K -$14.9K -194 -2%
PCM
732
Pointe Capital Management
Michigan
$608K -$96.7K -1,260 -14%
SWP
733
Strategic Wealth Partners
Ohio
$607K +$107K +1,399 +21%
HCM
734
Howland Capital Management
Massachusetts
$606K -$18.4K -240 -3%
PCM
735
Peirce Capital Management
Texas
$605K -$867K -11,305 -59%
IPW
736
Intergy Private Wealth
Colorado
$605K -$30.5K -398 -5%
CWA
737
Canvas Wealth Advisors
Kansas
$604K -$419K -5,468 -41%
ANTB
738
AMG National Trust Bank
Colorado
$603K -$91K -1,186 -13%
FA
739
FDx Advisors
Illinois
$602K -$18.6K -242 -3%
PGF
740
Plan Group Financial
Oklahoma
$600K +$230K +3,002 +62%
BLC
741
Brown, Lisle/Cummings
Rhode Island
$598K -$17K -222 -3%
CFG
742
Citizens Financial Group
Rhode Island
$596K +$1.84K +24 +0.3%
LRWA
743
Long Run Wealth Advisors
New York
$594K -$234K -3,050 -28%
BSWA
744
Bromfield Sneider Wealth Advisors
Massachusetts
$589K – – –
AIFAIM
745
American Institute for Advanced Investment Management
Arizona
$588K +$19.6K +255 +3%
JSL
746
JT Stratford LLC
Georgia
$585K +$11.7K +153 +2%
LPP
747
Life Planning Partners
Florida
$582K +$408K +5,315 +234%
TSS
748
Two Sigma Securities
New York
$581K -$36.7K -478 -6%
HKAM
749
Horizon Kinetics Asset Management
New York
$577K -$1.53K -20 -0.3%
DTC
750
Davidson Trust Company
Washington
$577K -$36.1K -470 -6%