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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1001
GeoWealth Management
Illinois
$201K -$3.91M -50,190 -95%
CPA
1002
Clear Point Advisors
New York
$201K +$1.56K +20 +0.8%
OPPS
1003
Obsidian Personal Planning Solutions
Maryland
$201K -$35.4K -454 -15%
LFA
1004
Lauterbach Financial Advisors
Texas
$200K +$198K +2,547 New
RTL
1005
Red Tortoise LLC
Georgia
$197K +$1.48K +19 +0.8%
LAM
1006
Lummis Asset Management
Texas
$194K – – –
CFO
1007
CVA Family Office
Colorado
$191K +$60.1K +772 +47%
PB
1008
Pinnacle Bancorp
Nebraska
$190K -$146K -1,879 -44%
RWPA
1009
Richard W. Paul & Associates
Michigan
$185K -$4.28K -55 -2%
OP
1010
ORG Partners
Indiana
$177K -$581K -7,457 -77%
HIA
1011
Harbor Investment Advisory
Maryland
$164K -$857 -11 -0.5%
BCMLT
1012
Beacon Capital Management LLC (Tennessee)
Tennessee
$161K -$11.5K -148 -7%
PCMC
1013
Private Capital Management (Colorado)
Colorado
$150K +$14.8K +190 +11%
CT
1014
Coastline Trust
Rhode Island
$142K +$141K +1,810 New
PCFFS
1015
Pacific Center for Financial Services
California
$141K +$156 +2 +0.1%
OA
1016
Operose Advisors
Wisconsin
$132K +$5.3K +68 +4%
OC
1017
Oarsman Capital
Wisconsin
$132K +$130K +1,675 New
GWMI
1018
Guardian Wealth Management (Illinois)
Illinois
$131K -$13.2K -170 -9%
CB
1019
Community Bank
New York
$127K – – –
VF
1020
VitalStone Financial
Texas
$125K -$17.1K -220 -12%
BFPW
1021
BOK Financial Private Wealth
Colorado
$125K -$156 -2 -0.1%
RVM
1022
Robinson Value Management
Texas
$124K – – –
SRCM
1023
Signature Resources Capital Management
California
$124K -$70.1K -900 -36%
FDCP
1024
Foster Dykema Cabot & Partners
Massachusetts
$121K +$24.8K +319 +26%
RDFA
1025
Ritter Daniher Financial Advisory
Ohio
$120K – – –
39 40
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