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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1001
Regent Peak Wealth Advisors
Georgia
$214K -$105K -1,398 -33%
SG
1002
StoneX Group
New York
$212K +$212K +2,821 New
WIP
1003
WealthCare Investment Partners
Rhode Island
$211K -$232K -3,088 -52%
AWA
1004
Amplius Wealth Advisors
Pennsylvania
$211K – – –
RTL
1005
Red Tortoise LLC
Georgia
$210K +$209K +2,790 New
JAG
1006
Journey Advisory Group
Kentucky
$210K -$66K -880 -24%
CGFA
1007
Colton Groome Financial Advisors
North Carolina
$208K +$207K +2,764 New
DT
1008
Diversified Trust
Tennessee
$208K +$5.63K +75 +3%
MFS
1009
McNamara Financial Services
Massachusetts
$206K +$525 +7 +0.3%
TF
1010
Trek Financial
Arizona
$206K +$205K +2,731 New
HIA
1011
Harbor Investment Advisory
Maryland
$205K +$90K +1,200 +79%
CAC
1012
Certified Advisory Corp
Florida
$203K -$4.05K -54 -2%
SVWAG
1013
Sound View Wealth Advisors Group
Georgia
$202K +$197K +2,626 New
CAI
1014
Capital Advisors Inc
Oklahoma
$202K -$58.4K -779 -22%
AWM
1015
Atticus Wealth Management
Florida
$191K -$959K -12,783 -83%
LFA
1016
LGT Financial Advisors
Texas
$191K +$190K +2,535 New
GFL
1017
Granite FO LLC
New Hampshire
$185K +$184K +2,447 New
CT
1018
Caldwell Trust
Florida
$183K – – –
FRA
1019
Front Row Advisors
California
$182K -$21.6K -288 -11%
MA
1020
Montag & Associates
Georgia
$180K +$13.1K +174 +8%
LF
1021
Lee Financial
Texas
$178K – – –
RWPA
1022
Richard W. Paul & Associates
Michigan
$176K +$175K +2,339 New
SSC
1023
Syverson Strege & Co
Iowa
$169K +$129K +1,721 +327%
PB
1024
Pinnacle Bancorp
Nebraska
$168K +$79.8K +1,063 +91%
CIAS
1025
Capital Investment Advisory Services
North Carolina
$161K -$38.3K -510 -19%
39 40
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