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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
976
Pacific Point Advisors
California
$356K – – –
CRC
977
Curi RMB Capital
Illinois
$354K -$437K -5,551 -55%
RMDI
978
R.M. Davis Inc
Maine
$353K – – –
TCPW
979
Twin City Private Wealth
North Carolina
$352K -$1.65K -21 -0.5%
MW
980
Maia Wealth
Colorado
$350K +$9.92K +126 +3%
KFP
981
Keener Financial Planning
Texas
$350K -$5.98K -76 -2%
EPA
982
Element Pointe Advisors
Florida
$348K – – –
CWM
983
ClientFirst Wealth Management
Arkansas
$348K – – –
SL
984
Sentinus LLC
Illinois
$347K -$207K -2,633 -37%
PMG
985
Private Management Group
California
$347K – – –
CAI
986
Capital Advisors Inc
Oklahoma
$345K -$2.83K -36 -0.8%
CFD
987
Creative Financial Designs
Indiana
$343K -$90.2K -1,145 -21%
FEG
988
Fund Evaluation Group
Ohio
$343K +$7.72K +98 +2%
GIA
989
Guyasuta Investment Advisors
Pennsylvania
$343K +$139K +1,762 +68%
CIS
990
Connors Investor Services
Pennsylvania
$343K +$15K +190 +5%
CWM
991
Chemistry Wealth Management
New York
$337K – – –
5NPW
992
55 North Private Wealth
Florida
$337K -$15.7K -199 -4%
CFIA
993
Cantor Fitzgerald Investment Advisors
New York
$336K +$72.5K +921 +27%
USCWA
994
U.S. Capital Wealth Advisors
Texas
$335K +$4.64K +59 +1%
JMA
995
J.M. Arbour
Maine
$335K +$27.6K +350 +9%
HCP
996
Holt Capital Partners
Texas
$332K – – –
NJIM
997
Nabity-Jensen Investment Management
Nebraska
$332K – – –
AT
998
American Trust
Kentucky
$329K +$10.7K +136 +3%
VFG
999
Valley Financial Group
Pennsylvania
$329K -$206K -2,621 -38%
HFA
1000
Hippocratic Financial Advisors
California
$328K +$329K +4,179 New
38 39
40
41 42