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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
776
Howland Capital Management
Massachusetts
$578K +$580K +7,474 New
SC
777
Schubert & Co
Texas
$577K +$579K +7,462 New
CCG
778
Chatham Capital Group
Georgia
$576K
NRI
779
NFP Retirement Inc
California
$574K -$182K -2,345 -24%
AWA
780
Arkadios Wealth Advisors
Georgia
$572K -$81.7K -1,053 -12%
PCM
781
Pointe Capital Management
Michigan
$569K
MAS
782
Madden Advisory Services
Florida
$563K +$4.5K +58 +0.8%
MWM
783
Modern Wealth Management
Kansas
$562K +$565K +7,274 New
CA
784
Clearstead Advisors
Ohio
$560K +$15.6K +201 +3%
PMIM
785
Prudent Man Investment Management
Colorado
$559K +$561K +7,234 New
LPP
786
Life Planning Partners
Florida
$555K -$1.55K -20 -0.3%
FWA
787
FSM Wealth Advisors
Ohio
$548K +$550K +7,084 New
NAM
788
NorthCrest Asset Manangement
Minnesota
$548K -$52.5K -677 -9%
RWM
789
Ritholtz Wealth Management
New York
$544K -$20.2K -260 -4%
TWP
790
Total Wealth Planning
Ohio
$543K +$621 +8 +0.1%
RWM
791
Ruedi Wealth Management
Illinois
$542K +$4.35K +56 +0.8%
CIAS
792
CBIZ Investment Advisory Services
Ohio
$534K -$22M -283,688 -98%
Bank Julius Baer & Co
793
Bank Julius Baer & Co
Switzerland
$533K +$33.5K +432 +7%
CHJWM
794
Carlton Hofferkamp & Jenks Wealth Management
Texas
$529K +$310 +4 +0.1%
FDCDDQ
795
Federation des caisses Desjardins du Quebec
Quebec, Canada
$529K -$298K -3,840 -36%
MECA
796
Miller Equity Capital Advisors
Texas
$527K +$39.6K +510 +8%
DSC
797
Duncker Streett & Co
Missouri
$527K
WAS
798
Wealth Advisory Solutions
Indiana
$523K -$120K -1,552 -19%
Bessemer Group
799
Bessemer Group
New Jersey
$519K +$25K +322 +5%
TFA
800
Tobias Financial Advisors
Florida
$518K +$3.96K +51 +0.8%