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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
726
Willis Johnson & Associates
Texas
$707K +$9.78K +126 +1%
AWA
727
Acorn Wealth Advisors
Michigan
$705K +$18.4K +237 +3%
BCM
728
Brookmont Capital Management
Texas
$705K -$33.9K -437 -5%
QCM
729
Quantinno Capital Management
New York
$704K – – –
QCG
730
Quadrant Capital Group
Ohio
$700K – – –
BAMG
731
Brand Asset Management Group
Missouri
$691K -$211K -2,722 -24%
TCBWMS
732
Texas Capital Bank Wealth Management Services
Texas
$690K +$1.32K +17 +0.2%
GWMR
733
GC Wealth Management RIA
Massachusetts
$685K +$679K +8,751 New
BTWM
734
Brass Tax Wealth Management
Ohio
$682K +$76.2K +982 +13%
AWA
735
Arete Wealth Advisors
Illinois
$682K +$58.8K +758 +10%
BIAS
736
Beacon Investment Advisory Services
New Jersey
$678K – – –
SA
737
SAM Advisors
California
$675K +$12.8K +165 +2%
AIFAIM
738
American Institute for Advanced Investment Management
Arizona
$673K +$1.55K +20 +0.2%
CFS
739
Coordinated Financial Services
Colorado
$667K +$173K +2,231 +35%
RFC
740
Regions Financial Corp
Alabama
$662K -$434K -5,597 -40%
ANTB
741
AMG National Trust Bank
Colorado
$661K +$30.8K +397 +5%
TWCA
742
Two West Capital Advisors
Kansas
$661K +$6.05K +78 +0.9%
KWA
743
Kingswood Wealth Advisors
California
$655K -$99.7K -1,284 -13%
LRWM
744
Lord & Richards Wealth Management
Colorado
$654K +$210K +2,710 +48%
OFP
745
OLIO Financial Planning
Virginia
$654K -$2.3M -29,633 -78%
FFWA
746
Forthright Family Wealth Advisory
Texas
$654K -$141K -1,816 -18%
SCM
747
SCS Capital Management
Massachusetts
$647K +$641K +8,260 New
SWG
748
Summit Wealth Group
Vermont
$646K -$89.3K -1,150 -12%
TWM
749
Tumwater Wealth Management
Idaho
$645K -$348K -4,486 -35%
WCP
750
Wick Capital Partners
Pennsylvania
$640K +$1.78K +23 +0.3%
28 29
30
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