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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
976
Sterling Wealth Management
Illinois
$253K +$249K +3,285 New
WFM
977
Wolff Financial Management
Michigan
$253K +$2.42K +32 +1%
TPW
978
TL Private Wealth
Texas
$251K +$247K +3,263 New
LIA
979
LifePlan Investment Advisors
North Carolina
$251K +$246K +3,255 New
IFA
980
Index Fund Advisors
California
$251K +$530 +7 +0.2%
JWA
981
JFS Wealth Advisors
Pennsylvania
$249K -$36.9K -488 -13%
ETIA
982
Epic Trust Investment Advisors
Washington
$248K +$4.24K +56 +2%
KTA
983
Keeley-Teton Advisors
Illinois
$246K -$893K -11,800 -79%
ST
984
Spinnaker Trust
Maine
$245K – – –
AWM
985
Accel Wealth Management
Iowa
$245K +$530 +7 +0.2%
SDH
986
Sloy Dahl & Holst
Washington
$243K – – –
AAMC
987
Asset Allocation & Management Company
Illinois
$242K – – –
SRSA
988
S.R. Schill & Associates
Washington
$242K – – –
ITB
989
Idaho Trust Bank
Idaho
$241K -$535K -7,062 -69%
MFS
990
McNamara Financial Services
Massachusetts
$241K -$1.82K -24 -0.8%
HPM
991
Hudson Portfolio Management
New York
$239K -$66.8K -883 -22%
RFO
992
RiverGlades Family Offices
Florida
$238K +$235K +3,105 New
LFA
993
Lauterbach Financial Advisors
Texas
$237K -$7.95K -105 -3%
CCG
994
Coastwise Capital Group
California
$237K -$2.42K -32 -1%
SRCM
995
Signature Resources Capital Management
California
$234K +$230K +3,040 New
CCFCSB
996
Cape Cod Five Cents Savings Bank
Massachusetts
$233K -$229K -3,021 -50%
VCM
997
Verde Capital Management
Michigan
$232K -$117K -1,548 -34%
MWM
998
Meritas Wealth Management
California
$232K -$685K -9,047 -75%
CWA
999
Clearview Wealth Advisors
Oregon
$231K +$2.5K +33 +1%
EIP
1000
Easterly Investment Partners
Massachusetts
$231K -$141K -1,866 -38%