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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
826
Pinnacle Wealth Management Advisory Group
New Jersey
$390K +$388K +5,083 New
LGWM
827
Litman Gregory Wealth Management
California
$388K -$610 -8 -0.2%
JWCA
828
J.W. Coons Advisors
Ohio
$386K
BEAM
829
Baker Ellis Asset Management
Washington
$385K
CPG
830
Cornerstone Planning Group
New Jersey
$383K -$82.6K -1,083 -18%
FWI
831
Facet Wealth Inc
Maryland
$378K +$372K +4,876 New
HH
832
Hilltop Holdings
Texas
$375K +$64.2K +841 +21%
PTC
833
Private Trust Company
Ohio
$373K
QPW
834
Quantum Private Wealth
Florida
$372K +$370K +4,847 New
BFG
835
Berger Financial Group
Minnesota
$365K -$9.46K -124 -3%
SAM
836
S.A. Mason
Michigan
$359K -$1.53K -20 -0.4%
LFAS
837
Level Four Advisory Services
Texas
$353K +$37.5K +492 +12%
PIA
838
Perennial Investment Advisors
California
$350K +$153 +2 +0%
AFAS
839
Acorn Financial Advisory Services
Virginia
$349K +$24.6K +322 +8%
PIM
840
Penobscot Investment Management
Massachusetts
$347K +$8.24K +108 +2%
SGCA
841
Steel Grove Capital Advisors
Tennessee
$347K -$17.3K -227 -5%
VFPW
842
Vantage Financial Partners (Wisconsin)
Wisconsin
$344K +$3.05K +40 +0.9%
ME
843
McIlrath & Eck
Washington
$344K -$77.4K -1,015 -18%
PF
844
Penney Financial
Texas
$344K -$36.2K -474 -10%
EPA
845
Element Pointe Advisors
Florida
$341K
HCP
846
Holt Capital Partners
Texas
$340K
LW
847
Linscomb Wealth
Texas
$339K -$96.4K -1,263 -22%
ECM
848
Evergreen Capital Management
Washington
$339K
TGAM
849
TBH Global Asset Management
Tennessee
$339K +$9.84K +129 +3%
BFIM
850
Beese Fulmer Investment Management
Ohio
$337K -$610 -8 -0.2%