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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
901
Howard Wealth Management
Connecticut
$320K +$28.6K +352 +10%
DHGWA
902
Dixon Hughes Goodman Wealth Advisors
North Carolina
$319K +$321K +3,949 New
FIA
903
Foundations Investment Advisors
Arizona
$317K -$16.8K -206 -5%
IWP
904
Icon Wealth Partners
Texas
$316K -$17.3K -213 -5%
FA
905
Fermata Advisors
California
$315K -$309K -3,799 -49%
CCFCSB
906
Cape Cod Five Cents Savings Bank
Massachusetts
$315K +$57K +701 +22%
BL
907
BFSG LLC
California
$313K +$315K +3,878 New
OWP
908
Obermeyer Wealth Partners
Colorado
$312K – – –
VNIM
909
Vaughan Nelson Investment Management
Texas
$312K – – –
IFG
910
Investors Financial Group
Minnesota
$312K +$3.33K +41 +1%
LRPA
911
L. Roy Papp & Associates
Arizona
$311K -$8.13K -100 -3%
PAA
912
Peregrine Asset Advisers
Oregon
$311K -$7.4K -91 -2%
TC
913
TownSquare Capital
Utah
$310K -$242K -2,977 -44%
WW
914
Waterfront Wealth
Kansas
$301K +$10.8K +133 +4%
LFA
915
Landmark Financial Advisors
Kentucky
$301K +$303K +3,723 New
ACM
916
Advisors Capital Management
New Jersey
$297K -$14.3K -176 -5%
EA
917
Ellsworth Advisors
Ohio
$296K – – –
PFM
918
Parsec Financial Management
North Carolina
$295K – – –
MAM
919
MMA Asset Management
Pennsylvania
$292K +$1.79K +22 +0.6%
BCM
920
Brookmont Capital Management
Texas
$292K +$82.6K +1,016 +39%
ACA
921
Aptus Capital Advisors
Alabama
$291K +$108K +1,328 +59%
NAG
922
Northstar Advisory Group
New Jersey
$291K +$293K +3,605 New
EIG
923
Ellenbecker Investment Group
Wisconsin
$290K -$16.1K -198 -5%
SG
924
StoneX Group
New York
$290K -$11.5K -142 -4%
CA
925
Cumberland Advisors
Florida
$289K -$67.5K -830 -19%
35 36
37
38 39