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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1051
Elevation Wealth Partners
California
$193K – – –
LWCFA
1052
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$193K -$395K -5,220 -68%
CPA
1053
Clear Point Advisors
New York
$193K +$190K +2,506 New
PCFFS
1054
Pacific Center for Financial Services
California
$190K +$227 +3 +0.1%
LAM
1055
Lummis Asset Management
Texas
$189K +$186K +2,460 New
RTL
1056
Red Tortoise LLC
Georgia
$189K -$18.9K -250 -9%
OC
1057
Oakworth Capital
Alabama
$184K +$166K +2,188 +1,094%
RWPA
1058
Richard W. Paul & Associates
Michigan
$179K -$4.92K -65 -3%
LPP
1059
Life Planning Partners
Florida
$175K +$172K +2,270 New
NP
1060
NorthRock Partners
Minnesota
$168K +$165K +2,185 New
GWMI
1061
Guardian Wealth Management (Illinois)
Illinois
$167K +$8.1K +107 +5%
BWL
1062
Bogart Wealth LLC
Virginia
$166K -$30.6M -403,896 -99%
CB
1063
Centennial Bank
Arkansas
$165K – – –
BCMLT
1064
Beacon Capital Management LLC (Tennessee)
Tennessee
$164K +$26.9K +355 +19%
SSB
1065
Sandy Spring Bank
Maryland
$163K +$131K +1,726 +443%
AWM
1066
Atticus Wealth Management
Florida
$145K -$511K -6,753 -78%
SS
1067
Sunbelt Securities
Texas
$144K -$15.9K -210 -10%
PO
1068
Private Ocean
California
$143K +$141K +1,858 New
CYG
1069
Clean Yield Group
Vermont
$142K – – –
BL
1070
Balentine LLC
Georgia
$139K +$1.36K +18 +1%
PCMC
1071
Private Capital Management (Colorado)
Colorado
$136K +$12.9K +170 +11%
FBC
1072
Fairfield, Bush & Co
Connecticut
$127K +$125K +1,650 New
JWM
1073
Janiczek Wealth Management
Colorado
$126K – – –
CB
1074
Community Bank
New York
$124K -$106K -1,400 -46%
KFP
1075
Keener Financial Planning
Texas
$122K +$119K +1,578 New
41 42
43
44 45