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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
976
Coastline Trust
Rhode Island
$206K -$43.5K -577 -17%
CWM
977
Compass Wealth Management
Connecticut
$206K -$78.4K -1,040 -28%
I
978
INVST
Indiana
$206K +$206K +2,734 New
RGF
979
Retirement Guys Formula
Ohio
$204K +$204K +2,708 New
BAM
980
Belpointe Asset Management
Nevada
$203K +$204K +2,703 New
RTL
981
Red Tortoise LLC
Georgia
$203K -$1.05K -14 -0.5%
HIA
982
Harbor Investment Advisory
Maryland
$203K -$1.96K -26 -1%
ACM
983
Advance Capital Management
Michigan
$202K +$203K +2,689 New
PMG
984
Private Management Group
California
$201K +$201K +2,668 New
BB
985
Busey Bank
Illinois
$200K – – –
CIAS
986
Capital Investment Advisory Services
North Carolina
$195K +$39K +517 +25%
RW
987
RVW Wealth
California
$195K +$195K +2,589 New
EWP
988
Elevation Wealth Partners
California
$193K +$1.13K +15 +0.6%
LF
989
Lee Financial
Texas
$193K -$53.7K -713 -22%
LFA
990
LGT Financial Advisors
Texas
$191K -$25.4K -337 -12%
IPW
991
Impact Partnership Wealth
Georgia
$189K +$94.8K +1,257 +100%
GFL
992
Granite FO LLC
New Hampshire
$187K +$1.21K +16 +0.6%
PCFFS
993
Pacific Center for Financial Services
California
$186K -$12.5K -166 -6%
RWPA
994
Richard W. Paul & Associates
Michigan
$180K +$8.37K +111 +5%
MCA
995
Maryland Capital Advisors
Maryland
$176K -$1.17M -15,525 -87%
CB
996
Centennial Bank
Arkansas
$161K -$15.1K -200 -9%
SS
997
Sunbelt Securities
Texas
$157K -$59.9K -794 -28%
GWMI
998
Guardian Wealth Management (Illinois)
Illinois
$155K +$5.96K +79 +4%
BCV
999
Banque Cantonale Vaudoise
Switzerland
$150K – – –
CIR
1000
Clear Investment Research
Georgia
$142K -$452 -6 -0.3%
38 39
40
41 42