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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
951
EFG International
$375K +$376K +4,779 New
LIA
952
Lynx Investment Advisory
District of Columbia
$374K +$376K +4,774 New
NHC
953
Nicholas Hoffman & Company
Georgia
$374K – – –
PIA
954
Perennial Investment Advisors
California
$372K +$79 +1 +0%
LPAM
955
Lodestar Private Asset Management
California
$371K +$80.9K +1,027 +28%
BFO
956
Biltmore Family Office
North Carolina
$369K +$38.7K +492 +12%
RCM
957
Raleigh Capital Management
North Carolina
$369K +$26.7K +339 +8%
WC
958
Wynn Capital
Georgia
$369K – – –
PTC
959
Private Trust Company
Ohio
$365K -$42.9K -545 -10%
RL
960
Retireful LLC
Michigan
$364K +$366K +4,644 New
EFP
961
Envision Financial Planning
Tennessee
$363K +$61.6K +782 +20%
SIA
962
SeaBridge Investment Advisors
New Jersey
$362K -$8.5K -108 -2%
MCP
963
Miller Capital Partners
Michigan
$360K – – –
WPC
964
Wedmont Private Capital
Pennsylvania
$359K +$361K +4,585 New
PWM
965
PMG Wealth Management
Illinois
$359K -$157K -2,000 -30%
SAM
966
S.A. Mason
Michigan
$359K -$1.97K -25 -0.5%
SA
967
Sovran Advisors
California
$359K +$48.7K +619 +16%
VW
968
Vance Wealth
California
$358K +$1.42K +18 +0.4%
DB
969
Dravo Bay
Delaware
$356K +$79 +1 +0%
PPA
970
Pacific Point Advisors
California
$356K – – –
CRC
971
Curi RMB Capital
Illinois
$354K -$437K -5,551 -55%
RMDI
972
R.M. Davis Inc
Maine
$353K – – –
TCPW
973
Twin City Private Wealth
North Carolina
$352K -$1.65K -21 -0.5%
MW
974
Maia Wealth
Colorado
$350K +$9.92K +126 +3%
KFP
975
Keener Financial Planning
Texas
$350K -$5.98K -76 -2%
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