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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
776
Argus Investors Counsel
New York
$578K +$36.1K +465 +7%
HCM
777
Howland Capital Management
Massachusetts
$578K +$580K +7,474 New
SC
778
Schubert & Co
Texas
$577K +$579K +7,462 New
CCG
779
Chatham Capital Group
Georgia
$576K – – –
NRI
780
NFP Retirement Inc
California
$574K -$182K -2,345 -24%
AWA
781
Arkadios Wealth Advisors
Georgia
$572K -$81.7K -1,053 -12%
PCM
782
Pointe Capital Management
Michigan
$569K – – –
MAS
783
Madden Advisory Services
Florida
$563K +$4.5K +58 +0.8%
MWM
784
Modern Wealth Management
Kansas
$562K +$565K +7,274 New
CA
785
Clearstead Advisors
Ohio
$560K +$15.6K +201 +3%
PMIM
786
Prudent Man Investment Management
Colorado
$559K +$561K +7,234 New
LPP
787
Life Planning Partners
Florida
$555K -$1.55K -20 -0.3%
FWA
788
FSM Wealth Advisors
Ohio
$548K +$550K +7,084 New
NAM
789
NorthCrest Asset Manangement
Minnesota
$548K -$52.5K -677 -9%
RWM
790
Ritholtz Wealth Management
New York
$544K -$20.2K -260 -4%
TWP
791
Total Wealth Planning
Ohio
$543K +$621 +8 +0.1%
RWM
792
Ruedi Wealth Management
Illinois
$542K +$4.35K +56 +0.8%
CIAS
793
CBIZ Investment Advisory Services
Ohio
$534K -$22M -283,688 -98%
Bank Julius Baer & Co
794
Bank Julius Baer & Co
Switzerland
$533K +$33.5K +432 +7%
CHJWM
795
Carlton Hofferkamp & Jenks Wealth Management
Texas
$529K +$310 +4 +0.1%
FDCDDQ
796
Federation des caisses Desjardins du Quebec
Quebec, Canada
$529K -$298K -3,840 -36%
MECA
797
Miller Equity Capital Advisors
Texas
$527K +$39.6K +510 +8%
DSC
798
Duncker Streett & Co
Missouri
$527K – – –
WAS
799
Wealth Advisory Solutions
Indiana
$523K -$120K -1,552 -19%
Bessemer Group
800
Bessemer Group
New Jersey
$519K +$25K +322 +5%