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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
901
Kelleher Financial Advisors
New York
$309K -$227K -2,972 -42%
FT
902
Fiduciary Trust
Massachusetts
$303K -$513K -6,710 -62%
PCIA
903
Prime Capital Investment Advisors
Kansas
$300K -$2.44K -32 -0.8%
W
904
WealthOne
New York
$300K +$611 +8 +0.2%
ARMC
905
American Research & Management Company
Massachusetts
$299K -$62.4K -817 -17%
VWA
906
V Wealth Advisors
Kansas
$294K -$1.22K -16 -0.4%
ECM
907
Evergreen Capital Management
Washington
$293K -$13.4K -175 -4%
IWA
908
Icon Wealth Advisors
Texas
$293K +$299K +3,915 New
YIA
909
YHB Investment Advisors
Connecticut
$290K -$154K -2,021 -34%
FWP
910
Falcon Wealth Planning
California
$287K +$293K +3,831 New
AWA
911
Arkadios Wealth Advisors
Georgia
$287K +$293K +3,838 New
PWP
912
Principle Wealth Partners
Connecticut
$284K -$133K -1,746 -32%
PFGIA
913
Patriot Financial Group Insurance Agency
Massachusetts
$284K +$840 +11 +0.3%
LL
914
LPWM LLC
Minnesota
$282K -$84.3K -1,103 -23%
IFA
915
Index Fund Advisors
California
$279K -$16.2K -212 -5%
WIM
916
WealthPlan Investment Management
Nebraska
$279K +$281K +3,682 New
RWB
917
RMR Wealth Builders
New Jersey
$274K -$4.58K -60 -2%
JAG
918
Journey Advisory Group
Kentucky
$274K +$14K +183 +5%
MA
919
Maxele Advisors
Missouri
$273K – – –
MAM
920
MMA Asset Management
Pennsylvania
$273K +$1.07K +14 +0.4%
TA
921
TFG Advisers
Michigan
$271K +$611 +8 +0.2%
HNW
922
High Note Wealth
Minnesota
$270K -$142K -1,856 -34%
BCM
923
Brookmont Capital Management
Texas
$270K -$153 -2 -0.1%
RFN
924
Redwood Financial Network
Ohio
$270K +$764 +10 +0.3%
MMPW
925
Mitchell McLeod Pugh & Williams
Alabama
$270K +$276K +3,613 New
35 36
37
38 39