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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
776
Sequent Planning
Nebraska
$709K +$81.8K +1,048 +13%
PMG
777
ProVise Management Group
Florida
$705K -$53.8K -690 -7%
DTC
778
Davidson Trust Company
Washington
$705K -$42.8K -548 -6%
First Manhattan
779
First Manhattan
New York
$704K -$50.9K -652 -7%
KMWM
780
Keudell/Morrison Wealth Management
Oregon
$704K -$50.7K -650 -7%
SNB
781
Security National Bank
Nebraska
$704K -$35.4K -454 -5%
WFL
782
Wealth Forward LLC
North Dakota
$701K
EWP
783
Elevation Wealth Partners
California
$695K +$598K +7,667 +610%
VRM
784
Vectors Research Management
New York
$694K -$213K -2,730 -23%
BFA
785
Beacon Financial Advisory
Ohio
$694K +$155K +1,991 +29%
HIM
786
Hanlon Investment Management
New Jersey
$692K -$18.8K -241 -3%
VCAM
787
Van Cleef Asset Management
Ohio
$689K -$31.2K -400 -4%
IPWA
788
International Private Wealth Advisors
California
$687K -$15.2K -195 -2%
MC
789
Matisse Capital
Oregon
$687K +$780 +10 +0.1%
MAM
790
McLean Asset Management
Virginia
$679K +$683K +8,750 New
MAS
791
Madden Advisory Services
Florida
$678K +$57.8K +740 +9%
TWM
792
Tumwater Wealth Management
Idaho
$674K +$18.3K +234 +3%
TIA
793
Tiemann Investment Advisors
California
$671K +$23.4K +300 +4%
BEAM
794
Baker Ellis Asset Management
Washington
$662K +$93.6K +1,200 +16%
BWP
795
Burling Wealth Partners
Illinois
$659K +$780 +10 +0.1%
CC
796
Courier Capital
New York
$659K -$60.5K -775 -8%
AFC
797
Avise Financial Cooperative
California
$655K +$657K +8,413 New
MAM
798
McLaughlin Asset Management
Illinois
$653K -$386K -4,946 -37%
LOWM
799
Laurel Oak Wealth Management
New Jersey
$652K +$58K +743 +10%
CWR
800
Chico Wealth RIA
California
$648K +$1.41K +18 +0.2%