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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
801
Foundations Investment Advisors
Arizona
$340K +$51.9K +631 +18%
DP
802
Dearborn Partners
Illinois
$339K +$22.4K +273 +7%
IWP
803
Icon Wealth Partners
Texas
$338K
OMC
804
Overbrook Management Corp
New York
$334K -$32.9K -400 -9%
SWP
805
Summit Wealth Partners
Florida
$332K
RWA
806
Ropes Wealth Advisors
Massachusetts
$332K -$212K -2,579 -39%
ASW
807
Astoria Strategic Wealth
Texas
$327K +$9.04K +110 +3%
LRPA
808
L. Roy Papp & Associates
Arizona
$323K
PAA
809
Peregrine Asset Advisers
Oregon
$322K +$7.64K +93 +2%
VNIM
810
Vaughan Nelson Investment Management
Texas
$317K
OWP
811
Obermeyer Wealth Partners
Colorado
$316K
ACM
812
Advisors Capital Management
New Jersey
$315K +$316K +3,849 New
Fisher Asset Management
813
Fisher Asset Management
Washington
$313K -$47.8K -582 -13%
IFG
814
Investors Financial Group
Minnesota
$313K +$164 +2 +0.1%
EIG
815
Ellenbecker Investment Group
Wisconsin
$311K -$191K -2,324 -38%
CAM
816
Concorde Asset Management
Michigan
$308K -$4.6K -56 -1%
SG
817
StoneX Group
New York
$306K +$87.4K +1,063 +40%
SFP
818
Sterling Financial Planning
New Jersey
$305K +$15.9K +193 +5%
TGAM
819
TBH Global Asset Management
Tennessee
$303K -$175K -2,125 -36%
GG
820
Gofen & Glossberg
Illinois
$303K +$40.7K +495 +15%
SMC
821
Smith, Moore & Co
Missouri
$302K +$303K +3,682 New
EA
822
Ellsworth Advisors
Ohio
$300K
S
823
SignatureFD
Georgia
$300K +$194K +2,363 +183%
JCM
824
Jacobi Capital Management
Pennsylvania
$299K +$8.22K +100 +3%
PFM
825
Parsec Financial Management
North Carolina
$298K -$18.2K -222 -6%