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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1051
Conquis Financial
California
$215K +$216K +2,784 New
XT
1052
XTX Topco
Cayman Islands
$215K +$216K +2,777 New
HR
1053
Howe & Rusling
New York
$214K -$34.5K -445 -14%
SWM
1054
Sterling Wealth Management
Illinois
$213K -$41.1K -529 -16%
AMM
1055
American Money Management
California
$213K -$214K -2,753 -50%
SWM
1056
Seaside Wealth Management
California
$213K +$2.33K +30 +1%
GAA
1057
Guardian Asset Advisors
Pennsylvania
$211K +$211K +2,720 New
STA
1058
Smith Thornton Advisors
Alabama
$211K +$10.1K +130 +5%
MMCM
1059
Murphy & Mullick Capital Management
New York
$210K +$211K +2,720 New
ECM
1060
Evergreen Capital Management
Washington
$208K – – –
LPAM
1061
Lodestar Private Asset Management
California
$208K +$209K +2,690 New
SW
1062
Signify Wealth
Missouri
$207K -$15K -193 -7%
LA
1063
Latitude Advisors
Florida
$206K -$2.41K -31 -1%
DIM
1064
Delta Investment Management
California
$206K -$44.4K -572 -18%
ESB
1065
Essex Savings Bank
Connecticut
$206K – – –
HDIM
1066
Hanson & Doremus Investment Management
Vermont
$206K -$137K -1,765 -40%
EWA
1067
Emergent Wealth Advisors
New York
$205K +$1.55K +20 +0.8%
DAS
1068
Diversify Advisory Services
Utah
$205K -$32.4K -418 -14%
ARC
1069
Advisor Resource Council
Texas
$204K +$205K +2,635 New
RFS
1070
Richardson Financial Services
Massachusetts
$203K -$184K -2,367 -47%
OPPS
1071
Obsidian Personal Planning Solutions
Maryland
$203K +$2.41K +31 +1%
AG
1072
AmeriFlex Group
Nevada
$203K +$203K +2,612 New
GC
1073
Gibson Capital
Pennsylvania
$202K – – –
BWM
1074
BNC Wealth Management
Oregon
$202K +$203K +2,617 New
PNC
1075
Park National Corp
Ohio
$202K -$74.6K -961 -27%
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