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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
926
McClarren Financial Advisors
Pennsylvania
$269K +$269K +3,507 New
NWMG
927
National Wealth Management Group
Ohio
$268K +$13.1K +171 +5%
SCM
928
Steele Capital Management
Iowa
$267K – – –
APWM
929
Argonautica Private Wealth Management
Massachusetts
$267K +$11.1K +145 +4%
OPPS
930
Obsidian Personal Planning Solutions
Maryland
$265K -$62K -808 -19%
CFS
931
Coordinated Financial Services
Colorado
$265K +$265K +3,459 New
LWM
932
LJI Wealth Management
Indiana
$265K -$74.3K -969 -22%
WCM
933
Windsor Capital Management
Arizona
$265K -$230K -3,000 -47%
SWA
934
Sax Wealth Advisors
New Jersey
$264K -$427K -5,568 -62%
BFPW
935
BOK Financial Private Wealth
Colorado
$263K -$28K -365 -10%
HIP
936
HUB Investment Partners
Texas
$261K +$261K +3,407 New
CIAS
937
Capital Investment Advisory Services
North Carolina
$260K -$7.59K -99 -3%
DP
938
Dearborn Partners
Illinois
$260K – – –
FFO
939
Fiduciary Family Office
Florida
$259K -$456K -5,948 -64%
CIA
940
Cascade Investment Advisors
Oregon
$259K -$30.7K -400 -11%
LSA
941
Lion Street Advisors
Texas
$259K – – –
SDH
942
Sloy Dahl & Holst
Washington
$256K +$14.4K +188 +6%
JWM
943
JPL Wealth Management
Colorado
$256K +$256K +3,337 New
SAM
944
SignalPoint Asset Management
Missouri
$256K +$256K +3,335 New
FMTC
945
Farmers & Merchants Trust Company
California
$256K – – –
GSWM
946
Greenup Street Wealth Management
Michigan
$255K -$189K -2,466 -43%
WFM
947
Wolff Financial Management
Michigan
$253K +$1.23K +16 +0.5%
VW
948
Vance Wealth
California
$252K -$3.07K -40 -1%
SWM
949
Sterling Wealth Management
Illinois
$252K +$153 +2 +0.1%
BB
950
Busey Bank
Illinois
$251K -$43.1K -562 -15%
36 37
38
39 40