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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
776
Bank Julius Baer & Co
Switzerland
$544K
LPP
777
Life Planning Partners
Florida
$541K
SPWG
778
Syntegra Private Wealth Group
Missouri
$541K +$204K +2,592 +61%
WHG
779
Westwood Holdings Group
Texas
$541K +$539K +6,853 New
AFAS
780
Acorn Financial Advisory Services
Virginia
$541K +$28.9K +367 +6%
PVI
781
Pine Valley Investments
New Jersey
$536K -$63.8K -811 -11%
TWP
782
Total Wealth Planning
Ohio
$536K +$70.9K +902 +15%
DSC
783
Duncker Streett & Co
Missouri
$530K -$7.86K -100 -1%
BIM
784
Breakwater Investment Management
Washington
$526K
AG
785
Ascent Group
Virginia
$526K -$2.57M -32,744 -83%
WEG
786
World Equity Group
Illinois
$524K -$6.13K -78 -1%
CHJWM
787
Carlton Hofferkamp & Jenks Wealth Management
Texas
$520K +$79 +1 +0%
PWM
788
PMG Wealth Management
Illinois
$520K -$10.2K -130 -2%
ZF
789
Zhang Financial
Michigan
$518K -$58.8K -748 -10%
UAG
790
United Advisor Group
Ohio
$517K +$1.89K +24 +0.4%
CSPIA
791
Cary Street Partners Investment Advisory
Virginia
$514K
RWM
792
Ruedi Wealth Management
Illinois
$513K -$12.3K -156 -2%
CPA
793
Cardiff Park Advisors
California
$512K +$3.3K +42 +0.7%
BWM
794
BCS Wealth Management
Tennessee
$512K +$157 +2 +0%
CWM
795
ClientFirst Wealth Management
Arkansas
$508K
PTC
796
Private Trust Company
Ohio
$505K -$11.8K -150 -2%
TIM
797
Tortoise Investment Management
New York
$502K +$9.52K +121 +2%
RCM
798
Radnor Capital Management
Pennsylvania
$501K
NAM
799
NorthCrest Asset Manangement
Minnesota
$499K -$58.7K -746 -11%
NRI
800
NFP Retirement Inc
California
$498K -$28.6K -364 -5%