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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1051
Guyasuta Investment Advisors
Pennsylvania
$205K -$54K -691 -21%
OPPS
1052
Obsidian Personal Planning Solutions
Maryland
$205K – – –
CPA
1053
Clear Point Advisors
New York
$204K +$203K +2,598 New
AWMNY
1054
Arcadia Wealth Management (New York)
New York
$203K – – –
PSFG
1055
Park Square Financial Group
Georgia
$203K +$5.16K +66 +3%
CCT
1056
Capital City Trust
Florida
$203K – – –
XPN
1057
XY Planning Network
Montana
$202K +$201K +2,566 New
AG
1058
AmeriFlex Group
Nevada
$202K -$4.46K -57 -2%
AWM
1059
Accel Wealth Management
Iowa
$202K +$391 +5 +0.2%
MWM
1060
McMill Wealth Management
Nebraska
$201K – – –
LPAM
1061
Lodestar Private Asset Management
California
$201K -$23.6K -302 -11%
KWM
1062
Keebeck Wealth Management
Illinois
$201K +$200K +2,552 New
ESB
1063
Essex Savings Bank
Connecticut
$201K +$199K +2,551 New
LA
1064
Latitude Advisors
Florida
$200K +$199K +2,547 New
OA
1065
Operose Advisors
Wisconsin
$196K +$3.83K +49 +2%
LAM
1066
Lummis Asset Management
Texas
$194K – – –
RWPA
1067
Richard W. Paul & Associates
Michigan
$182K -$3.99K -51 -2%
ACA
1068
American Capital Advisory
Idaho
$177K -$302K -3,862 -63%
ETS
1069
ESL Trust Services
New York
$176K +$39.1K +500 +29%
LFASL
1070
Lugano Financial Advisors SA (LFA)
Switzerland
$176K +$176K +2,246 New
WTFG
1071
Wood Tarver Financial Group
Idaho
$172K -$12K -153 -7%
OP
1072
ORG Partners
Indiana
$165K +$40.5K +518 +33%
RBC
1073
Roble Belko & Company
Pennsylvania
$149K – – –
HBT
1074
Hills Bank & Trust
Iowa
$148K +$147K +1,880 New
FLFS
1075
Family Legacy Financial Solutions
North Carolina
$145K +$144K +1,840 New
41 42
43
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