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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
851
Penney Financial
Texas
$380K +$157K +2,041 +70%
BFG
852
Berger Financial Group
Minnesota
$375K +$12.3K +160 +3%
PTC
853
Private Trust Company
Ohio
$373K -$6.9K -90 -2%
AR
854
Apeiron RIA
Texas
$368K -$96.9K -1,263 -21%
SGCA
855
Steel Grove Capital Advisors
Tennessee
$364K -$50.2K -655 -12%
SAM
856
S.A. Mason
Michigan
$361K -$15.3K -200 -4%
RMDI
857
R.M. Davis Inc
Maine
$360K -$134K -1,750 -27%
MG
858
Mather Group
Illinois
$357K +$77 +1 +0%
NAS
859
Nicolet Advisory Services
Wisconsin
$356K -$119K -1,545 -25%
BWA
860
Bordeaux Wealth Advisors
California
$354K +$354K +4,616 New
VFP
861
Verus Financial Partners
Virginia
$351K -$37.5M -488,779 -99%
PIA
862
Perennial Investment Advisors
California
$350K -$5.45K -71 -2%
DWP
863
Daymark Wealth Partners
Ohio
$349K +$26.2K +341 +8%
WWS
864
Wellington Wealth Strategies
Indiana
$346K +$347K +4,518 New
LWM
865
Liberty Wealth Management
California
$344K +$344K +4,483 New
VFPW
866
Vantage Financial Partners (Wisconsin)
Wisconsin
$341K +$10.5K +137 +3%
EPA
867
Element Pointe Advisors
Florida
$340K – – –
HCP
868
Holt Capital Partners
Texas
$340K -$12.7K -165 -4%
PIM
869
Penobscot Investment Management
Massachusetts
$339K +$9.59K +125 +3%
ECM
870
Evergreen Capital Management
Washington
$339K – – –
RCM
871
Raleigh Capital Management
North Carolina
$339K -$12.7K -165 -4%
BFIM
872
Beese Fulmer Investment Management
Ohio
$338K -$460 -6 -0.1%
VFA
873
Valeo Financial Advisors
Indiana
$337K +$340K +4,429 New
AIP
874
Ameritas Investment Partners
Nebraska
$336K -$2.92K -38 -0.9%
RB
875
Rodgers Brothers
Pennsylvania
$335K – – –
33 34
35
36 37