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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPW
901
Twin City Private Wealth
North Carolina
$345K +$625 +8 +0.2%
FAM
902
Frontier Asset Management
Wyoming
$344K -$5.79K -74 -2%
OFP
903
OLIO Financial Planning
Virginia
$344K -$312K -3,990 -48%
IAG
904
Investment Advisory Group
Massachusetts
$341K +$5K +64 +1%
PWMAG
905
Pinnacle Wealth Management Advisory Group
New Jersey
$340K – – –
SW
906
SVB Wealth
Massachusetts
$340K +$338K +4,322 New
BFA
907
Beacon Financial Advisory
Ohio
$340K -$45.7K -585 -12%
CWM
908
Chemistry Wealth Management
New York
$339K – – –
MPCL
909
My Personal CFO LLC
Washington
$338K -$14.8K -189 -4%
LWM
910
LJI Wealth Management
Indiana
$336K +$72.1K +922 +28%
SPWG
911
Syntegra Private Wealth Group
Missouri
$336K +$334K +4,266 New
MWM
912
Modern Wealth Management
Kansas
$335K -$587K -7,509 -64%
EFG
913
Elios Financial Group
Ohio
$334K -$30.5K -390 -8%
NJIM
914
Nabity-Jensen Investment Management
Nebraska
$334K – – –
DB
915
Dravo Bay
Delaware
$333K -$16.4K -210 -5%
BFO
916
Biltmore Family Office
North Carolina
$333K -$12.4K -158 -4%
HCP
917
Holt Capital Partners
Texas
$332K +$5.86K +75 +2%
RWM
918
Rialto Wealth Management
New York
$331K -$313 -4 -0.1%
TPWA
919
Twin Peaks Wealth Advisors
California
$330K +$91.6K +1,171 +39%
MC
920
Moors & Cabot
Massachusetts
$330K +$49.6K +635 +18%
KAM
921
KEB Asset Management
Illinois
$328K -$11.3K -144 -3%
MPW
922
MGO Private Wealth
California
$327K -$191K -2,449 -37%
HIA
923
Harbor Investment Advisory
Maryland
$327K – – –
FIBOI
924
First International Bank of Israel
$327K +$325K +4,154 New
KIM
925
Kestra Investment Management
Texas
$325K -$147K -1,886 -31%
35 36
37
38 39