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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
926
Dakota Wealth Management
Florida
$278K -$189K -2,514 -41%
MAM
927
MMA Asset Management
Pennsylvania
$276K +$1.57K +21 +0.6%
PAM
928
Peak Asset Management
Colorado
$275K +$274K +3,657 New
TBC
929
Ted Buchan & Co
California
$275K +$274K +3,655 New
CIR
930
Clear Investment Research
Georgia
$275K +$8.78K +117 +3%
LL
931
LPWM LLC
Minnesota
$274K -$11.7K -156 -4%
FI
932
Financial Insights
Washington
$273K +$272K +3,632 New
TA
933
TFG Advisers
Michigan
$272K -$900 -12 -0.3%
T
934
TRUADVICE
Florida
$271K +$267K +3,561 New
MFC
935
Morris Financial Concepts
South Carolina
$271K +$19.4K +258 +8%
WW
936
Waterfront Wealth
Kansas
$269K -$76.4K -1,019 -22%
SG
937
Sharper & Granite
California
$268K +$267K +3,561 New
WFM
938
Wolff Financial Management
Michigan
$263K -$235K -3,133 -47%
SCG
939
Sonata Capital Group
Washington
$263K – – –
CCG
940
Coastwise Capital Group
California
$262K +$261K +3,482 New
PAA
941
Peregrine Asset Advisers
Oregon
$261K +$15.7K +209 +6%
AWA
942
Acorn Wealth Advisors
Michigan
$260K +$3K +40 +1%
SPWG
943
Syntegra Private Wealth Group
Missouri
$260K +$259K +3,448 New
LFA
944
Landmark Financial Advisors
Kentucky
$259K – – –
BCM
945
Brookmont Capital Management
Texas
$258K -$13.8K -184 -5%
BCV
946
Banque Cantonale Vaudoise
Switzerland
$257K -$1.43K -19 -0.6%
DP
947
Dearborn Partners
Illinois
$255K – – –
NFG
948
Nadler Financial Group
Illinois
$255K +$225 +3 +0.1%
YIA
949
YHB Investment Advisors
Connecticut
$254K -$37.5K -500 -13%
WP
950
WealthShield Partners
North Carolina
$252K +$49.2K +656 +24%
36 37
38
39 40