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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1001
PMG Wealth Management
Illinois
$357K – – –
SAM
1002
S.A. Mason
Michigan
$356K – – –
LSA
1003
Lansing Street Advisors
Pennsylvania
$355K +$112K +1,433 +46%
PPA
1004
Pacific Point Advisors
California
$353K – – –
CAI
1005
Capital Advisors Inc
Oklahoma
$353K +$10.4K +133 +3%
VFG
1006
V2 Financial group
Illinois
$353K +$36.8K +471 +12%
WWA
1007
Wingate Wealth Advisors
Massachusetts
$352K +$45.1K +578 +15%
CIS
1008
Connors Investor Services
Pennsylvania
$349K +$8.35K +107 +2%
RCM
1009
Raleigh Capital Management
North Carolina
$348K -$18.6K -238 -5%
KFP
1010
Keener Financial Planning
Texas
$347K – – –
EPA
1011
Element Pointe Advisors
Florida
$346K – – –
CWM
1012
ClientFirst Wealth Management
Arkansas
$346K – – –
PMG
1013
Private Management Group
California
$344K – – –
AIA
1014
AssuredPartners Investment Advisors
Florida
$341K +$342K +4,378 New
IAS
1015
Integrity Advisory Solutions
Texas
$341K -$42.7K -547 -11%
PCM
1016
Prospera Capital Management
Arizona
$339K +$69K +884 +25%
CWM
1017
Chemistry Wealth Management
New York
$335K – – –
WCM
1018
Whitener Capital Management
North Carolina
$335K +$335K +4,295 New
NRI
1019
NFP Retirement Inc
California
$334K -$151K -1,938 -31%
SS
1020
SBI Securities
Japan
$332K +$80.8K +1,035 +32%
CCFM
1021
Clear Creek Financial Management
Washington
$332K -$197K -2,529 -37%
RWM
1022
Ritholtz Wealth Management
New York
$332K -$146K -1,870 -31%
HCP
1023
Holt Capital Partners
Texas
$330K – – –
FAM
1024
Frontier Asset Management
Wyoming
$326K +$1.87K +24 +0.6%
CRC
1025
Curi RMB Capital
Illinois
$326K -$25.8K -330 -7%
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