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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
901
StrongBox Wealth
Missouri
$316K -$246K -3,274 -44%
SF
902
Summit Financial
New Jersey
$314K -$62.1K -828 -17%
MG
903
Mather Group
Illinois
$312K -$67.4K -898 -18%
CW
904
CIC Wealth
Maryland
$308K +$307K +4,095 New
AT
905
American Trust
Kentucky
$308K -$142K -1,897 -32%
CT
906
Cambridge Trust
Massachusetts
$307K -$4.14M -55,172 -93%
FSWA
907
Financial Synergies Wealth Advisors
Texas
$306K +$40.6K +541 +15%
OWA
908
Opal Wealth Advisors
New York
$306K -$160K -2,133 -34%
WIM
909
WealthPlan Investment Management
Nebraska
$305K +$26.8K +357 +10%
WSTAM
910
Wilbanks Smith & Thomas Asset Management
Virginia
$305K -$57.1K -761 -16%
WP
911
WealthPLAN Partners
Nebraska
$304K +$303K +4,039 New
RK
912
Rather & Kittrell
Tennessee
$304K -$188K -2,509 -38%
B
913
Bridgeworth
Alabama
$302K -$153K -2,035 -34%
LJHT
914
Laurie J. Hall Trustee
$301K -$285K -3,800 -49%
LFAS
915
Level Four Advisory Services
Texas
$300K -$87.9K -1,171 -23%
ACM
916
Armbruster Capital Management
New York
$299K -$73.1K -975 -20%
BB
917
Busey Bank
Illinois
$296K -$110K -1,467 -27%
VWA
918
V Wealth Advisors
Kansas
$295K +$75 +1 +0%
IWA
919
Icon Wealth Advisors
Texas
$295K – – –
ECM
920
Evergreen Capital Management
Washington
$294K – – –
RWP
921
Ridgecrest Wealth Partners
California
$293K -$449K -5,990 -61%
BBWP
922
Beacon Bridge Wealth Partners
Pennsylvania
$293K +$292K +3,887 New
JWA
923
JFS Wealth Advisors
Pennsylvania
$280K -$249K -3,322 -47%
DW
924
Domani Wealth
Pennsylvania
$280K +$279K +3,723 New
SMC
925
Smith, Moore & Co
Missouri
$279K -$205K -2,728 -42%