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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
976
Belpointe Asset Management
Nevada
$232K +$29.4K +383 +15%
MWM
977
Meritas Wealth Management
California
$231K – – –
DWM
978
Dopkins Wealth Management
New York
$230K +$230K +3,003 New
EIP
979
Easterly Investment Partners
Massachusetts
$230K -$77 -1 -0%
BI
980
Bramshill Investments
Florida
$230K +$230K +3,000 New
KFG
981
Kingdom Financial Group
Arizona
$229K +$229K +2,987 New
EFP
982
EnRich Financial Partners
Wisconsin
$229K +$77 +1 +0%
KFS
983
Keynote Financial Services
Connecticut
$228K +$228K +2,975 New
OCM
984
Orion Capital Management
California
$228K +$193K +2,518 +552%
AWM
985
Aprio Wealth Management
Georgia
$227K -$288K -3,750 -56%
ESB
986
Essex Savings Bank
Connecticut
$227K – – –
WF
987
Warner Financial
Maryland
$227K +$8.67K +113 +4%
NAG
988
Northstar Advisory Group
New Jersey
$227K -$1.53K -20 -0.7%
BFS
989
Baskin Financial Services
Ontario, Canada
$226K – – –
AUIM
990
Aegon USA Investment Management
Iowa
$224K -$71.7K -935 -24%
NCM
991
NCM Capital Management
New Jersey
$224K – – –
CWM
992
Congress Wealth Management
Massachusetts
$223K +$1.92K +25 +0.9%
SOS
993
Silver Oak Securities
Tennessee
$218K -$1.9M -24,737 -90%
SFA
994
Souders Financial Advisors
Ohio
$218K -$10.1M -131,074 -98%
HP
995
Hilltop Partners
Indiana
$218K -$60.4K -787 -22%
EGA
996
E&G Advisors
Texas
$216K – – –
CT
997
Colonial Trust
South Carolina
$215K +$153 +2 +0.1%
LSA
998
Lansing Street Advisors
Pennsylvania
$215K -$110K -1,440 -34%
IIC
999
Ironwood Investment Counsel
Arizona
$214K -$5.06K -66 -2%
TBWA
1000
Three Bridge Wealth Advisors
California
$213K +$1.07K +14 +0.5%
38 39
40
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