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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
801
Pinnacle Wealth Management Advisory Group
New Jersey
$517K +$234K +3,015 +82%
BIM
802
Breakwater Investment Management
Washington
$515K – – –
RIP
803
Reliant Investment Partners
North Carolina
$513K +$515K +6,635 New
SWM
804
Stockman Wealth Management
Montana
$512K +$12.2K +157 +2%
MPW
805
MGO Private Wealth
California
$510K -$166K -2,145 -25%
RA
806
RoundAngle Advisors
New Jersey
$509K +$511K +6,583 New
ATI
807
ARK & TLK Investments
Oklahoma
$507K -$19.2K -248 -4%
CSPIA
808
Cary Street Partners Investment Advisory
Virginia
$503K -$2.28M -29,314 -82%
FWP
809
FAS Wealth Partners
Kansas
$501K +$3.96K +51 +0.8%
AWM
810
Austin Wealth Management
Texas
$499K -$207K -2,663 -29%
DWP
811
Daymark Wealth Partners
Ohio
$499K +$502K +6,462 New
CWM
812
ClientFirst Wealth Management
Arkansas
$497K +$500K +6,437 New
BFG
813
Baron Financial Group
New Jersey
$493K -$776 -10 -0.2%
CPA
814
Cardiff Park Advisors
California
$493K +$3.96K +51 +0.8%
WF
815
Womack Financial
Texas
$493K +$495K +6,377 New
RCM
816
Radnor Capital Management
Pennsylvania
$490K -$9.7K -125 -2%
BWM
817
BCS Wealth Management
Tennessee
$490K +$492K +6,345 New
JCM
818
Jacobi Capital Management
Pennsylvania
$487K -$155 -2 -0%
CFS
819
Coordinated Financial Services
Colorado
$486K +$488K +6,286 New
VNIM
820
Vaughan Nelson Investment Management
Texas
$485K +$3.49K +45 +0.7%
WDC
821
Woodward Diversified Capital
California
$485K +$487K +6,273 New
VFG
822
V2 Financial group
Illinois
$484K +$210K +2,710 +76%
ADBIC
823
A.D. Beadell Investment Counsel
Wisconsin
$483K +$5.59K +72 +1%
TC
824
Trilogy Capital
California
$482K +$49.7K +640 +11%
PFM
825
Potomac Fund Management
Florida
$482K +$484K +6,238 New
31 32
33
34 35