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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1026
Sugarloaf Wealth Management
Georgia
$147K +$33.5K +437 +30%
CYG
1027
Clean Yield Group
Vermont
$142K – – –
RVM
1028
Robinson Value Management
Texas
$141K -$69K -900 -33%
PCMC
1029
Private Capital Management (Colorado)
Colorado
$140K +$4.22K +55 +3%
CA
1030
Clearstead Advisors
Ohio
$137K +$47.6K +621 +53%
GWMI
1031
Guardian Wealth Management (Illinois)
Illinois
$133K -$33.4K -435 -20%
JWM
1032
Janiczek Wealth Management
Colorado
$126K – – –
OA
1033
Operose Advisors
Wisconsin
$125K +$125K +1,624 New
CB
1034
Community Bank
New York
$124K – – –
RDFA
1035
Ritter Daniher Financial Advisory
Ohio
$117K – – –
FRA
1036
Front Row Advisors
California
$116K +$21.5K +280 +23%
MCM
1037
MidAtlantic Capital Management
Virginia
$115K – – –
KFP
1038
Keener Financial Planning
Texas
$115K -$6.75K -88 -6%
CP
1039
Castleview Partners
Texas
$113K +$90.6K +1,181 +406%
NCM
1040
Northwest Capital Management
Oregon
$112K – – –
DF
1041
DecisionPoint Financial
Arizona
$108K +$24.9K +325 +30%
CA
1042
Crewe Advisors
Utah
$107K – – –
CFO
1043
CVA Family Office
Colorado
$101K +$230 +3 +0.2%
CT
1044
Cambridge Trust
Massachusetts
$99.9K -$914K -11,914 -90%
B
1045
Birchbrook
Maine
$95.1K -$965K -12,581 -91%
NFSG
1046
Newbridge Financial Services Group
Florida
$93.8K +$42.4K +553 +82%
FFA
1047
Founders Financial Alliance
North Carolina
$93.5K +$4.22K +55 +5%
OWA
1048
Opal Wealth Advisors
New York
$93.5K -$216K -2,818 -70%
MCA
1049
Maryland Capital Advisors
Maryland
$91.2K -$767 -10 -0.8%
FDCP
1050
Foster Dykema Cabot & Partners
Massachusetts
$89.7K +$74.3K +968 +479%