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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFM
976
Wolff Financial Management
Michigan
$253K +$2.42K +32 +1%
TPW
977
TL Private Wealth
Texas
$251K +$247K +3,263 New
LIA
978
LifePlan Investment Advisors
North Carolina
$251K +$246K +3,255 New
IFA
979
Index Fund Advisors
California
$251K +$530 +7 +0.2%
JWA
980
JFS Wealth Advisors
Pennsylvania
$249K -$36.9K -488 -13%
ETIA
981
Epic Trust Investment Advisors
Washington
$248K +$4.24K +56 +2%
KTA
982
Keeley-Teton Advisors
Illinois
$246K -$893K -11,800 -79%
ST
983
Spinnaker Trust
Maine
$245K – – –
AWM
984
Accel Wealth Management
Iowa
$245K +$530 +7 +0.2%
SDH
985
Sloy Dahl & Holst
Washington
$243K – – –
AAMC
986
Asset Allocation & Management Company
Illinois
$242K – – –
SRSA
987
S.R. Schill & Associates
Washington
$242K – – –
ITB
988
Idaho Trust Bank
Idaho
$241K -$535K -7,062 -69%
MFS
989
McNamara Financial Services
Massachusetts
$241K -$1.82K -24 -0.8%
HPM
990
Hudson Portfolio Management
New York
$239K -$66.8K -883 -22%
RFO
991
RiverGlades Family Offices
Florida
$238K +$235K +3,105 New
LFA
992
Lauterbach Financial Advisors
Texas
$237K -$7.95K -105 -3%
CCG
993
Coastwise Capital Group
California
$237K -$2.42K -32 -1%
SRCM
994
Signature Resources Capital Management
California
$234K +$230K +3,040 New
CCFCSB
995
Cape Cod Five Cents Savings Bank
Massachusetts
$233K -$229K -3,021 -50%
VCM
996
Verde Capital Management
Michigan
$232K -$117K -1,548 -34%
MWM
997
Meritas Wealth Management
California
$232K -$685K -9,047 -75%
CWA
998
Clearview Wealth Advisors
Oregon
$231K +$2.5K +33 +1%
EIP
999
Easterly Investment Partners
Massachusetts
$231K -$141K -1,866 -38%
RFG
1000
REAP Financial Group
Texas
$231K +$227K +2,998 New
38 39
40
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