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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
826
FSM Wealth Advisors
Ohio
$530K +$105K +1,334 +25%
WTA
827
Washington Trust Advisors
Massachusetts
$530K -$35K -444 -6%
DSC
828
Duncker Streett & Co
Missouri
$529K – – –
WJS
829
William John Sempolinski
Massachusetts
$527K +$528K +6,691 New
TFP
830
Townsend Financial Planning
Kentucky
$526K +$527K +6,680 New
BIM
831
Breakwater Investment Management
Washington
$525K – – –
HWMG
832
Hurlow Wealth Management Group
Indiana
$525K +$525K +6,658 New
IWMO
833
Integrated Wealth Management (Ohio)
Ohio
$522K +$523K +6,629 New
TWCA
834
Two West Capital Advisors
Kansas
$521K +$28.6K +363 +6%
PWM
835
PMG Wealth Management
Illinois
$520K – – –
RA
836
RoundAngle Advisors
New Jersey
$519K +$30.7K +389 +6%
TA
837
TrueWealth Advisors
Alabama
$516K -$41.1K -521 -7%
JIR
838
James Investment Research
Ohio
$514K +$31.1K +394 +6%
GIA
839
Gladstone Institutional Advisory
Florida
$513K -$40.2K -510 -7%
CSPIA
840
Cary Street Partners Investment Advisory
Virginia
$513K – – –
WIM
841
Wiregrass Investment Management
Georgia
$512K +$513K +6,500 New
NRI
842
NFP Retirement Inc
California
$506K +$8.44K +107 +2%
DWP
843
Daymark Wealth Partners
Ohio
$503K -$77.8K -986 -13%
CPA
844
Cardiff Park Advisors
California
$503K -$9.07K -115 -2%
NAM
845
NorthCrest Asset Manangement
Minnesota
$502K +$2.6K +33 +0.5%
ST
846
Spinnaker Trust
Maine
$502K +$91.1K +1,155 +22%
WB
847
Webster Bank
Connecticut
$500K +$15.5K +196 +3%
BFG
848
Baron Financial Group
New Jersey
$495K +$16.7K +212 +3%
HHWM
849
Hiley Hunt Wealth Management
Nebraska
$493K +$1.81K +23 +0.4%
UAG
850
United Advisor Group
Ohio
$490K -$26K -330 -5%
32 33
34
35 36