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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1026
Maryland Capital Advisors
Maryland
$91.2K – – –
CYG
1027
Clean Yield Group
Vermont
$91.2K -$50.4K -660 -36%
WP
1028
WealthShield Partners
North Carolina
$88.4K +$68.6K +899 +355%
NFSG
1029
Newbridge Financial Services Group
Florida
$88.2K -$5.72K -75 -6%
FFA
1030
Founders Financial Alliance
North Carolina
$87.8K -$5.72K -75 -6%
CFFP
1031
Center for Financial Planning
Michigan
$87.4K – – –
NP
1032
NorthRock Partners
Minnesota
$86.6K -$112K -1,471 -57%
CA
1033
Centerpoint Advisors
Massachusetts
$85K +$84.5K +1,108 New
CIR
1034
Clear Investment Research
Georgia
$84.9K – – –
GWANC
1035
Guardian Wealth Advisors (North Carolina)
North Carolina
$84.4K – – –
LIA
1036
Lynx Investment Advisory
District of Columbia
$82.2K +$81.8K +1,072 New
CIA
1037
Cape Investment Advisory
Georgia
$79.3K -$4.04K -53 -5%
IRAG
1038
Investment Research & Advisory Group
Georgia
$76K – – –
RBC
1039
Roble Belko & Company
Pennsylvania
$76K – – –
W
1040
WealthCollab
Washington
$74.2K – – –
LWANC
1041
Laurel Wealth Advisors (North Carolina)
North Carolina
$72.9K – – –
BWL
1042
Bogart Wealth LLC
Virginia
$71.6K +$6.03K +79 +9%
FFC
1043
First Financial Corp
Indiana
$71.2K – – –
ADL
1044
Asset Dedication LLC
California
$70K – – –
FPFS
1045
First Personal Financial Services
North Carolina
$66.3K – – –
GWSG
1046
GPS Wealth Strategies Group
Colorado
$64.2K +$35.2K +461 +122%
BONH
1047
Bank of New Hampshire
New Hampshire
$58.7K – – –
HCM
1048
Horrell Capital Management
Arkansas
$56K – – –
CSWM
1049
Cassady Schiller Wealth Management
Ohio
$55.8K +$27.1K +355 +95%
TWP
1050
Triad Wealth Partners
Kansas
$55.5K +$55.2K +724 New
40 41
42
43 44