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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
901
Enterprise Bank & Trust
Massachusetts
$310K -$26.1K -341 -8%
KFA
902
Kelleher Financial Advisors
New York
$309K -$227K -2,972 -42%
FT
903
Fiduciary Trust
Massachusetts
$303K -$513K -6,710 -62%
PCIA
904
Prime Capital Investment Advisors
Kansas
$300K -$2.44K -32 -0.8%
W
905
WealthOne
New York
$300K +$611 +8 +0.2%
ARMC
906
American Research & Management Company
Massachusetts
$299K -$62.4K -817 -17%
VWA
907
V Wealth Advisors
Kansas
$294K -$1.22K -16 -0.4%
ECM
908
Evergreen Capital Management
Washington
$293K -$13.4K -175 -4%
IWA
909
Icon Wealth Advisors
Texas
$293K +$299K +3,915 New
YIA
910
YHB Investment Advisors
Connecticut
$290K -$154K -2,021 -34%
FWP
911
Falcon Wealth Planning
California
$287K +$293K +3,831 New
AWA
912
Arkadios Wealth Advisors
Georgia
$287K +$293K +3,838 New
PWP
913
Principle Wealth Partners
Connecticut
$284K -$133K -1,746 -32%
PFGIA
914
Patriot Financial Group Insurance Agency
Massachusetts
$284K +$840 +11 +0.3%
LL
915
LPWM LLC
Minnesota
$282K -$84.3K -1,103 -23%
IFA
916
Index Fund Advisors
California
$279K -$16.2K -212 -5%
WIM
917
WealthPlan Investment Management
Nebraska
$279K +$281K +3,682 New
RWB
918
RMR Wealth Builders
New Jersey
$274K -$4.58K -60 -2%
JAG
919
Journey Advisory Group
Kentucky
$274K +$14K +183 +5%
MA
920
Maxele Advisors
Missouri
$273K – – –
MAM
921
MMA Asset Management
Pennsylvania
$273K +$1.07K +14 +0.4%
TA
922
TFG Advisers
Michigan
$271K +$611 +8 +0.2%
HNW
923
High Note Wealth
Minnesota
$270K -$142K -1,856 -34%
BCM
924
Brookmont Capital Management
Texas
$270K -$153 -2 -0.1%
RFN
925
Redwood Financial Network
Ohio
$270K +$764 +10 +0.3%
35 36
37
38 39