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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
951
Waterfront Wealth
Kansas
$244K -$40.8K -535 -14%
NCM
952
NCM Capital Management
New Jersey
$243K – – –
SDH
953
Sloy Dahl & Holst
Washington
$243K +$245K +3,215 New
FI
954
Financial Insights
Washington
$243K +$6.4K +84 +3%
TF
955
Tompkins Financial
New York
$242K +$132K +1,730 +117%
AWM
956
Accel Wealth Management
Iowa
$241K +$142K +1,857 +139%
WCFA
957
Walkner Condon Financial Advisors
Wisconsin
$241K -$762 -10 -0.3%
LFA
958
Lauterbach Financial Advisors
Texas
$240K +$229 +3 +0.1%
ST
959
Spinnaker Trust
Maine
$240K – – –
BW
960
Bison Wealth
Georgia
$240K +$242K +3,171 New
ETIA
961
Epic Trust Investment Advisors
Washington
$239K -$96.4K -1,265 -29%
BCP
962
Blue Chip Partners
Michigan
$239K +$1.37K +18 +0.6%
AAMC
963
Asset Allocation & Management Company
Illinois
$237K – – –
MCM
964
McMillion Capital Management
North Carolina
$237K – – –
MHWM
965
Montz Harcus Wealth Management
Louisiana
$236K +$6.25K +82 +3%
SG
966
Sharper & Granite
California
$236K -$19.2K -252 -7%
SP
967
Successful Portfolios
Florida
$231K +$233K +3,054 New
CCFCSB
968
Cape Cod Five Cents Savings Bank
Massachusetts
$228K – – –
ESB
969
Essex Savings Bank
Connecticut
$228K +$230K +3,021 New
SVWAG
970
Sound View Wealth Advisors Group
Georgia
$227K – – –
WIP
971
WealthCare Investment Partners
Rhode Island
$226K +$14.9K +195 +7%
BFS
972
Baskin Financial Services
Ontario, Canada
$223K – – –
OMC
973
Overbrook Management Corp
New York
$223K -$94.2K -1,236 -30%
HCM
974
Hengehold Capital Management
Ohio
$222K +$224K +2,941 New
FMWA
975
Forvis Mazars Wealth Advisors
Missouri
$221K -$2.9K -38 -1%
37 38
39
40 41