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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
876
Pinnacle Associates
New York
$403K -$184K -2,366 -32%
GWP
877
Gateway Wealth Partners
Wisconsin
$401K +$20.3K +262 +5%
CCFM
878
Clear Creek Financial Management
Washington
$401K +$398K +5,125 New
VW
879
Vance Wealth
California
$398K +$126K +1,622 +47%
CIAS
880
CBIZ Investment Advisory Services
Ohio
$398K -$142K -1,831 -26%
TWM
881
Topsail Wealth Management
North Carolina
$397K +$1.86K +24 +0.5%
LGWM
882
Litman Gregory Wealth Management
California
$396K – – –
CF
883
Claris Financial
Virginia
$396K – – –
SIM
884
Stratos Investment Management
Ohio
$395K +$392K +5,051 New
JCM
885
Jacobi Capital Management
Pennsylvania
$395K -$97.5K -1,256 -20%
JWCA
886
J.W. Coons Advisors
Ohio
$394K – – –
BEAM
887
Baker Ellis Asset Management
Washington
$391K – – –
NAMNJ
888
NorthStar Asset Management (New Jersey)
New Jersey
$389K +$2.25K +29 +0.6%
DWAM
889
Duncan Williams Asset Management
Tennessee
$388K – – –
PIA
890
Perennial Investment Advisors
California
$386K +$78 +1 +0%
BFA
891
Beacon Financial Advisory
Ohio
$384K -$83.4K -1,075 -18%
KFGG
892
Keystone Financial Group (Georgia)
Georgia
$382K +$8.62K +111 +2%
DFA
893
Delta Financial Advisors
Louisiana
$380K -$28.3K -364 -7%
CI
894
CX Institutional
Indiana
$375K +$372K +4,787 New
FA
895
FDx Advisors
Illinois
$369K +$5.28K +68 +1%
WC
896
Wynn Capital
Georgia
$368K – – –
DFG
897
Delta Financial Group
New Jersey
$367K -$29.7K -382 -8%
SB
898
Strategic Blueprint
Georgia
$363K -$32.2K -415 -8%
AR
899
Apeiron RIA
Texas
$363K -$14.5K -187 -4%
EFG
900
Elios Financial Group
Ohio
$363K -$17.5K -226 -5%
34 35
36
37 38