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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
726
Long Run Wealth Advisors
New York
$610K – – –
AIA
727
Accelerate Investment Advisors
California
$600K +$594K +7,629 New
DTC
728
Davidson Trust Company
Washington
$595K +$2.49K +32 +0.4%
BLC
729
Brown, Lisle/Cummings
Rhode Island
$594K -$19.5K -250 -3%
HKAM
730
Horizon Kinetics Asset Management
New York
$592K – – –
KC
731
Kingfisher Capital
North Carolina
$590K +$297K +3,815 +103%
CHA
732
Carmichael Hill & Associates
Maryland
$590K +$65.7K +843 +13%
MW
733
Maia Wealth
Colorado
$588K -$57K -732 -9%
CCG
734
Chatham Capital Group
Georgia
$587K – – –
PCM
735
Pointe Capital Management
Michigan
$580K – – –
AWA
736
Arete Wealth Advisors
Illinois
$577K -$220K -2,822 -28%
FA
737
FDx Advisors
Illinois
$576K -$29K -372 -5%
RWM
738
Ritholtz Wealth Management
New York
$575K -$119K -1,525 -17%
SC
739
Stephens Consulting
Michigan
$570K +$257K +3,294 +83%
MAS
740
Madden Advisory Services
Florida
$569K -$25.7K -330 -4%
KWA
741
Kingswood Wealth Advisors
California
$568K +$28.9K +371 +5%
LPP
742
Life Planning Partners
Florida
$567K -$11.7K -150 -2%
MMPW
743
Mitchell McLeod Pugh & Williams
Alabama
$561K +$15.3K +196 +3%
CA
744
Clearstead Advisors
Ohio
$554K +$12.5K +161 +2%
TWP
745
Total Wealth Planning
Ohio
$552K +$234 +3 +0%
AIC
746
Argus Investors Counsel
New York
$552K -$33.5K -430 -6%
PI
747
PFG Investments
New York
$548K -$23.8K -306 -4%
RWM
748
Ruedi Wealth Management
Illinois
$548K -$10.4K -133 -2%
MAM
749
McCarthy Asset Management
California
$547K +$4.6K +59 +0.9%
Bank Julius Baer & Co
750
Bank Julius Baer & Co
Switzerland
$543K +$453K +5,821 New