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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
976
Ellsworth Advisors
Ohio
$235K – – –
FMWA
977
Forvis Mazars Wealth Advisors
Missouri
$235K +$236K +3,064 New
CAM
978
Concorde Asset Management
Michigan
$232K -$55.8K -724 -19%
CCFCSB
979
Cape Cod Five Cents Savings Bank
Massachusetts
$232K -$22.3K -289 -9%
BWA
980
Beam Wealth Advisors
Louisiana
$232K +$25.9K +336 +13%
TTWM
981
TCV Trust & Wealth Management
Virginia
$231K -$9.48K -123 -4%
AC
982
Addison Capital
Pennsylvania
$231K – – –
FCA
983
FLC Capital Advisors
California
$230K – – –
MA
984
Montag & Associates
Georgia
$229K -$107K -1,383 -32%
SWA
985
Strategies Wealth Advisors
Michigan
$227K -$616 -8 -0.3%
BFS
986
Baskin Financial Services
Ontario, Canada
$226K – – –
BWM
987
BCS Wealth Management
Tennessee
$226K +$77 +1 +0%
CFG
988
Citizens Financial Group
Rhode Island
$226K +$227K +2,948 New
PFG
989
Pinnacle Financial Group
Illinois
$222K -$13.5K -175 -6%
FMTC
990
Farmers & Merchants Trust Company
California
$220K – – –
CPO
991
Cerity Partners OCIO
New York
$218K -$4.62K -60 -2%
SAF
992
Smith Anglin Financial
Texas
$216K -$231 -3 -0.1%
DT
993
Diversified Trust
Tennessee
$216K – – –
AWA
994
Amplius Wealth Advisors
Pennsylvania
$215K – – –
CTFG
995
Capstone Triton Financial Group
Oklahoma
$215K +$7.17K +93 +3%
CFA
996
Compass Financial Advisors
Indiana
$214K – – –
WPA
997
West Paces Advisors
Georgia
$213K -$35.2K -457 -14%
SSI
998
Scott & Selber Inc
Texas
$212K -$25.7K -334 -11%
BMCM
999
Bryn Mawr Capital Management
Pennsylvania
$212K +$213K +2,765 New
MHWM
1000
Montz Harcus Wealth Management
Louisiana
$210K +$211K +2,738 New
38 39
40
41 42