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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
826
Elevatus Welath Management
New York
$402K +$398K +5,109 New
RMDI
827
R.M. Davis Inc
Maine
$401K -$58.4K -750 -13%
IPWA
828
International Private Wealth Advisors
California
$399K +$395K +5,070 New
GWCM
829
Godshalk Welsh Capital Management
Pennsylvania
$399K -$60.6K -778 -13%
LGWM
830
Litman Gregory Wealth Management
California
$398K – – –
JWCA
831
J.W. Coons Advisors
Ohio
$396K – – –
BEAM
832
Baker Ellis Asset Management
Washington
$395K – – –
KDA
833
Kraft Davis & Associates
Missouri
$391K -$122K -1,571 -24%
AWM
834
Axxcess Wealth Management
California
$390K -$21.7K -279 -5%
DWAM
835
Duncan Williams Asset Management
Tennessee
$390K +$386K +4,952 New
RFS
836
Richardson Financial Services
Massachusetts
$388K +$205K +2,630 +111%
GJIA
837
Glass Jacobson Investment Advisors
Maryland
$385K -$42.6K -547 -10%
NAMNJ
838
NorthStar Asset Management (New Jersey)
New Jersey
$384K -$112K -1,436 -23%
PW
839
Peninsula Wealth
California
$384K -$113K -1,456 -23%
PIA
840
Perennial Investment Advisors
California
$384K +$24.1K +310 +7%
QPW
841
Quantum Private Wealth
Florida
$381K – – –
EFG
842
Elios Financial Group
Ohio
$381K +$377K +4,841 New
OC
843
Opinicus Capital
Florida
$381K -$30.7K -394 -8%
GWP
844
Gateway Wealth Partners
Wisconsin
$378K +$375K +4,808 New
JTWM
845
Jackson Thornton Wealth Management
Alabama
$377K -$44.9K -576 -11%
PTC
846
Private Trust Company
Ohio
$377K -$5.45K -70 -1%
AR
847
Apeiron RIA
Texas
$376K +$73.5K +944 +25%
LWM
848
Liberty Wealth Management
California
$374K +$30.5K +392 +9%
WC
849
Wynn Capital
Georgia
$370K +$366K +4,700 New
OCM
850
Orion Capital Management
California
$366K +$119K +1,524 +49%
32 33
34
35 36