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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
926
National Wealth Management Group
Ohio
$268K +$13.1K +171 +5%
SCM
927
Steele Capital Management
Iowa
$267K
APWM
928
Argonautica Private Wealth Management
Massachusetts
$267K +$11.1K +145 +4%
OPPS
929
Obsidian Personal Planning Solutions
Maryland
$265K -$62K -808 -19%
CFS
930
Coordinated Financial Services
Colorado
$265K +$265K +3,459 New
LWM
931
LJI Wealth Management
Indiana
$265K -$74.3K -969 -22%
WCM
932
Windsor Capital Management
Arizona
$265K -$230K -3,000 -47%
SWA
933
Sax Wealth Advisors
New Jersey
$264K -$427K -5,568 -62%
BFPW
934
BOK Financial Private Wealth
Colorado
$263K -$28K -365 -10%
HIP
935
HUB Investment Partners
Texas
$261K +$261K +3,407 New
CIAS
936
Capital Investment Advisory Services
North Carolina
$260K -$7.59K -99 -3%
DP
937
Dearborn Partners
Illinois
$260K
FFO
938
Fiduciary Family Office
Florida
$259K -$456K -5,948 -64%
CIA
939
Cascade Investment Advisors
Oregon
$259K -$30.7K -400 -11%
LSA
940
Lion Street Advisors
Texas
$259K
SDH
941
Sloy Dahl & Holst
Washington
$256K +$14.4K +188 +6%
JWM
942
JPL Wealth Management
Colorado
$256K +$256K +3,337 New
SAM
943
SignalPoint Asset Management
Missouri
$256K +$256K +3,335 New
FMTC
944
Farmers & Merchants Trust Company
California
$256K
GSWM
945
Greenup Street Wealth Management
Michigan
$255K -$189K -2,466 -43%
WFM
946
Wolff Financial Management
Michigan
$253K +$1.23K +16 +0.5%
VW
947
Vance Wealth
California
$252K -$3.07K -40 -1%
SWM
948
Sterling Wealth Management
Illinois
$252K +$153 +2 +0.1%
BB
949
Busey Bank
Illinois
$251K -$43.1K -562 -15%
IFA
950
Index Fund Advisors
California
$250K +$230 +3 +0.1%