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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1001
Balentine LLC
Georgia
$305K +$8.05K +102 +3%
PF
1002
Penney Financial
Texas
$305K – – –
MCC
1003
Money Concepts Capital
Florida
$304K -$4.81K -61 -2%
ACM
1004
Alpha Capital Management
Texas
$304K – – –
EFP
1005
Envision Financial Planning
Tennessee
$303K -$1.65M -20,912 -84%
SPW
1006
Sonoma Private Wealth
California
$302K +$10.3K +131 +4%
NA
1007
Nautilus Advisors
California
$299K – – –
2WWM
1008
21 West Wealth Management
California
$298K +$299K +3,784 New
EFP
1009
EnRich Financial Partners
Wisconsin
$298K +$37.6K +477 +14%
JCM
1010
Jacobi Capital Management
Pennsylvania
$297K -$789 -10 -0.3%
MB
1011
MidFirst Bank
Oklahoma
$296K +$296K +3,750 New
BFIM
1012
Beese Fulmer Investment Management
Ohio
$294K +$295K +3,733 New
DWA
1013
Davis Wealth Advisors
New Hampshire
$294K +$294K +3,731 New
VCM
1014
Verde Capital Management
Michigan
$294K +$69.3K +879 +31%
LPAM
1015
Lodestar Private Asset Management
California
$292K -$10K -127 -3%
MIC
1016
Meridian Investment Counsel
California
$291K – – –
WF
1017
Warner Financial
Maryland
$288K +$288K +3,648 New
HCMG
1018
Howard Capital Management Group
California
$288K – – –
SWM
1019
SilverOak Wealth Management
Minnesota
$287K +$287K +3,643 New
CIAS
1020
CBIZ Investment Advisory Services
Ohio
$287K -$125K -1,588 -30%
LFG
1021
Lockerman Financial Group
California
$287K -$35.5K -450 -11%
PB
1022
Pinnacle Bancorp
Nebraska
$285K +$5.21K +66 +2%
MIA
1023
Milestone Investment Advisors
Wisconsin
$284K +$17.9K +227 +7%
SNB
1024
Security National Bank
Nebraska
$284K – – –
MA
1025
Maxele Advisors
Missouri
$284K – – –
39 40
41
42 43