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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1026
CBIZ Investment Advisory Services
Ohio
$287K -$125K -1,588 -30%
LFG
1027
Lockerman Financial Group
California
$287K -$35.5K -450 -11%
PB
1028
Pinnacle Bancorp
Nebraska
$285K +$5.21K +66 +2%
MIA
1029
Milestone Investment Advisors
Wisconsin
$284K +$17.9K +227 +7%
SNB
1030
Security National Bank
Nebraska
$284K – – –
MA
1031
Maxele Advisors
Missouri
$284K – – –
BIG
1032
Brookwood Investment Group
Arizona
$284K -$323K -4,097 -53%
BFG
1033
Berger Financial Group
Minnesota
$282K +$316 +4 +0.1%
WWA
1034
Wingate Wealth Advisors
Massachusetts
$282K -$20.7K -262 -7%
CLIP
1035
Colter Lewis Investment Partners
Connecticut
$280K +$280K +3,550 New
PIM
1036
Penobscot Investment Management
Massachusetts
$280K +$15.8K +200 +6%
RCM
1037
Radnor Capital Management
Pennsylvania
$280K -$221K -2,800 -44%
GWP
1038
Gateway Wealth Partners
Wisconsin
$279K +$279K +3,541 New
WG
1039
Watchman Group
Texas
$278K – – –
WB
1040
WesBanco Bank
West Virginia
$277K +$53.5K +678 +24%
ACA
1041
American Capital Advisory
Idaho
$276K – – –
KFS
1042
Kelly Financial Services
Massachusetts
$275K -$22.7K -288 -8%
RGF
1043
Retirement Guys Formula
Ohio
$275K -$3.71K -47 -1%
CFA
1044
Churchill Financial Advisors
Kentucky
$273K +$273K +3,460 New
PCM
1045
Prospera Capital Management
Arizona
$273K -$12.1K -153 -4%
XPN
1046
XY Planning Network
Montana
$269K +$67.1K +851 +33%
VFPW
1047
Vantage Financial Partners (Wisconsin)
Wisconsin
$269K +$3.47K +44 +1%
KWA
1048
Kingswood Wealth Advisors
California
$268K -$211K -2,680 -44%
DP
1049
Dearborn Partners
Illinois
$267K – – –
PCA
1050
Providence Capital Advisors
North Carolina
$266K -$22.2K -281 -8%