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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
951
NDVR Inc
Massachusetts
$233K +$232K +3,041 New
OPPS
952
Obsidian Personal Planning Solutions
Maryland
$233K -$34.9K -457 -13%
RSWM
953
Robertson Stephens Wealth Management
California
$233K +$231K +3,034 New
MWM
954
Meritas Wealth Management
California
$231K – – –
DWM
955
Dopkins Wealth Management
New York
$231K +$305 +4 +0.1%
BI
956
Bramshill Investments
Florida
$230K – – –
EIP
957
Easterly Investment Partners
Massachusetts
$230K – – –
WIC
958
Woodmont Investment Counsel
Tennessee
$230K -$48.8K -639 -18%
LA
959
Latitude Advisors
Florida
$230K +$229K +2,998 New
TF
960
Tenon Financial
New Jersey
$228K -$8.77K -115 -4%
NAG
961
Northstar Advisory Group
New Jersey
$228K – – –
AWM
962
Aprio Wealth Management
Georgia
$228K – – –
FMTC
963
Farmers & Merchants Trust Company
California
$227K -$28.5K -374 -11%
BAM
964
Belpointe Asset Management
Nevada
$227K -$4.96K -65 -2%
BFS
965
Baskin Financial Services
Ontario, Canada
$226K – – –
AWM
966
Accel Wealth Management
Iowa
$226K -$7.17K -94 -3%
AUIM
967
Aegon USA Investment Management
Iowa
$224K – – –
KFS
968
Keynote Financial Services
Connecticut
$224K -$3.81K -50 -2%
NCM
969
NCM Capital Management
New Jersey
$224K – – –
SOS
970
Silver Oak Securities
Tennessee
$222K +$3.13K +41 +1%
EFN
971
Equita Financial Network
Pennsylvania
$220K +$219K +2,865 New
CNBT
972
Canandaigua National Bank & Trust
New York
$219K +$218K +2,858 New
AFS
973
Annapolis Financial Services
Maryland
$218K -$191K -2,508 -47%
EGA
974
E&G Advisors
Texas
$216K – – –
CT
975
Colonial Trust
South Carolina
$216K +$687 +9 +0.3%
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40 41