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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
901
Jackson Thornton Wealth Management
Alabama
$306K +$30.6K +385 +11%
CNC
902
Canandaigua National Corp
New York
$305K -$7.07K -89 -2%
IWP
903
Icon Wealth Partners
Texas
$305K – – –
MA
904
Maxele Advisors
Missouri
$304K -$55.6K -700 -15%
BL
905
BFSG LLC
California
$301K -$1.51K -19 -0.5%
OWP
906
Obermeyer Wealth Partners
Colorado
$301K – – –
VNIM
907
Vaughan Nelson Investment Management
Texas
$301K – – –
PAA
908
Peregrine Asset Advisers
Oregon
$300K +$159 +2 +0.1%
G
909
GenTrust
Florida
$300K +$305K +3,846 New
HWM
910
Howard Wealth Management
Connecticut
$298K -$11.1K -140 -4%
WW
911
Waterfront Wealth
Kansas
$297K +$9.29K +117 +3%
AWM
912
Apollon Wealth Management
South Carolina
$296K +$302K +3,806 New
RWB
913
RMR Wealth Builders
New Jersey
$293K -$161K -2,030 -35%
RTS
914
Round Table Services
New Jersey
$293K -$99.1K -1,248 -25%
CAM
915
Concorde Asset Management
Michigan
$291K +$39.6K +499 +15%
NAG
916
Northstar Advisory Group
New Jersey
$290K +$9.84K +124 +3%
BCM
917
Brookmont Capital Management
Texas
$282K -$159 -2 -0.1%
TA
918
TFG Advisers
Michigan
$281K +$20.2K +254 +8%
MAM
919
MMA Asset Management
Pennsylvania
$280K +$1.11K +14 +0.4%
NCM
920
NCM Capital Management
New Jersey
$280K +$286K +3,597 New
RFN
921
Redwood Financial Network
Ohio
$279K +$285K +3,587 New
PS
922
Portfolio Solutions
Michigan
$278K +$85.3K +1,075 +43%
MWP
923
Meridian Wealth Partners
Pennsylvania
$275K -$635 -8 -0.2%
IFA
924
Index Fund Advisors
California
$275K +$159 +2 +0.1%
WWM
925
WT Wealth Management
Arizona
$275K +$281K +3,534 New
35 36
37
38 39