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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
826
Townsend Financial Planning
Kentucky
$526K +$527K +6,680 New
BIM
827
Breakwater Investment Management
Washington
$525K – – –
HWMG
828
Hurlow Wealth Management Group
Indiana
$525K +$525K +6,658 New
IWMO
829
Integrated Wealth Management (Ohio)
Ohio
$522K +$523K +6,629 New
TWCA
830
Two West Capital Advisors
Kansas
$521K +$28.6K +363 +6%
PWM
831
PMG Wealth Management
Illinois
$520K – – –
RA
832
RoundAngle Advisors
New Jersey
$519K +$30.7K +389 +6%
TA
833
TrueWealth Advisors
Alabama
$516K -$41.1K -521 -7%
JIR
834
James Investment Research
Ohio
$514K +$31.1K +394 +6%
GIA
835
Gladstone Institutional Advisory
Florida
$513K -$40.2K -510 -7%
CSPIA
836
Cary Street Partners Investment Advisory
Virginia
$513K – – –
WIM
837
Wiregrass Investment Management
Georgia
$512K +$513K +6,500 New
NRI
838
NFP Retirement Inc
California
$506K +$8.44K +107 +2%
DWP
839
Daymark Wealth Partners
Ohio
$503K -$77.8K -986 -13%
CPA
840
Cardiff Park Advisors
California
$503K -$9.07K -115 -2%
NAM
841
NorthCrest Asset Manangement
Minnesota
$502K +$2.6K +33 +0.5%
ST
842
Spinnaker Trust
Maine
$502K +$91.1K +1,155 +22%
WB
843
Webster Bank
Connecticut
$500K +$15.5K +196 +3%
BFG
844
Baron Financial Group
New Jersey
$495K +$16.7K +212 +3%
HHWM
845
Hiley Hunt Wealth Management
Nebraska
$493K +$1.81K +23 +0.4%
UAG
846
United Advisor Group
Ohio
$490K -$26K -330 -5%
ACM
847
Armbruster Capital Management
New York
$490K -$5.92K -75 -1%
CHJWM
848
Carlton Hofferkamp & Jenks Wealth Management
Texas
$486K -$31.5K -399 -6%
FNWM
849
Financial Network Wealth Management
Utah
$486K +$79 +1 +0%
RIP
850
Reliant Investment Partners
North Carolina
$485K -$6.31K -80 -1%
32 33
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35 36