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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
776
Clear Creek Financial Management
Washington
$548K +$50.4K +641 +10%
Bank Julius Baer & Co
777
Bank Julius Baer & Co
Switzerland
$544K – – –
LPP
778
Life Planning Partners
Florida
$541K – – –
SPWG
779
Syntegra Private Wealth Group
Missouri
$541K +$204K +2,592 +61%
WHG
780
Westwood Holdings Group
Texas
$541K +$539K +6,853 New
AFAS
781
Acorn Financial Advisory Services
Virginia
$541K +$28.9K +367 +6%
PVI
782
Pine Valley Investments
New Jersey
$536K -$63.8K -811 -11%
TWP
783
Total Wealth Planning
Ohio
$536K +$70.9K +902 +15%
DSC
784
Duncker Streett & Co
Missouri
$530K -$7.86K -100 -1%
BIM
785
Breakwater Investment Management
Washington
$526K – – –
AG
786
Ascent Group
Virginia
$526K -$2.57M -32,744 -83%
WEG
787
World Equity Group
Illinois
$524K -$6.13K -78 -1%
CHJWM
788
Carlton Hofferkamp & Jenks Wealth Management
Texas
$520K +$79 +1 +0%
PWM
789
PMG Wealth Management
Illinois
$520K -$10.2K -130 -2%
ZF
790
Zhang Financial
Michigan
$518K -$58.8K -748 -10%
UAG
791
United Advisor Group
Ohio
$517K +$1.89K +24 +0.4%
CSPIA
792
Cary Street Partners Investment Advisory
Virginia
$514K – – –
RWM
793
Ruedi Wealth Management
Illinois
$513K -$12.3K -156 -2%
CPA
794
Cardiff Park Advisors
California
$512K +$3.3K +42 +0.7%
BWM
795
BCS Wealth Management
Tennessee
$512K +$157 +2 +0%
CWM
796
ClientFirst Wealth Management
Arkansas
$508K – – –
PTC
797
Private Trust Company
Ohio
$505K -$11.8K -150 -2%
TIM
798
Tortoise Investment Management
New York
$502K +$9.52K +121 +2%
RCM
799
Radnor Capital Management
Pennsylvania
$501K – – –
NAM
800
NorthCrest Asset Manangement
Minnesota
$499K -$58.7K -746 -11%