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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
726
Waverly Advisors
Alabama
$698K -$82.3K -1,053 -11%
CRC
727
Curi RMB Capital
Illinois
$694K +$88.7K +1,134 +15%
TCBWMS
728
Texas Capital Bank Wealth Management Services
Texas
$692K -$1.33K -17 -0.2%
CA
729
Clearstead Advisors
Ohio
$692K -$31.5K -403 -4%
RIM
730
Redwood Investment Management
Arizona
$687K +$48.4K +619 +8%
GWMR
731
GC Wealth Management RIA
Massachusetts
$685K -$3.99K -51 -0.6%
BIAS
732
Beacon Investment Advisory Services
New Jersey
$682K – – –
AA
733
Armis Advisers
Georgia
$677K -$63.7K -815 -9%
SCM
734
SCS Capital Management
Massachusetts
$668K +$18.1K +231 +3%
GC
735
Garde Capital
Washington
$663K -$129K -1,652 -16%
RAG
736
RIA Advisory Group
Iowa
$662K -$206K -2,634 -24%
AIFAIM
737
American Institute for Advanced Investment Management
Arizona
$659K -$16.8K -215 -3%
RPA
738
Rock Point Advisors
Vermont
$654K +$195K +2,500 +43%
SWM
739
SpringVest Wealth Management
Texas
$648K +$11.9K +152 +2%
WCP
740
Wick Capital Partners
Pennsylvania
$643K -$595K -7,616 -93%
GIA
741
Gladstone Institutional Advisory
Florida
$639K -$2.11K -27 -0.3%
TWM
742
Tumwater Wealth Management
Idaho
$632K -$16.2K -207 -3%
ACM
743
Alamar Capital Management
California
$630K -$1.56K -20 -0.2%
SA
744
SRH Advisors
Kansas
$630K – – –
DTC
745
Davidson Trust Company
Washington
$629K +$54.9K +702 +10%
WA
746
Wealthstream Advisors
New York
$628K -$442K -5,650 -41%
HWA
747
HCR Wealth Advisors
California
$625K – – –
TFG
748
Team Financial Group
California
$622K -$12.1K -155 -2%
RF
749
Rossby Financial
Florida
$601K +$30.6K +392 +5%
AIC
750
Argus Investors Counsel
New York
$600K – – –
28 29
30
31 32