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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1101
Fort Point Capital Partners
California
$248K – – –
CWM
1102
Collaborative Wealth Management
Florida
$248K -$702 -9 -0.3%
MHWM
1103
Montz Harcus Wealth Management
Louisiana
$247K +$7.18K +92 +3%
AFP
1104
Arnold Financial Planning
Iowa
$247K +$247K +3,167 New
GAA
1105
Guardian Asset Advisors
Pennsylvania
$246K +$12.5K +160 +5%
CMMS
1106
Comprehensive Money Management Services
Florida
$245K – – –
WJWM
1107
Williams Jones Wealth Management
New York
$243K – – –
SIAP
1108
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$243K +$546 +7 +0.2%
VFG
1109
Valley Financial Group
Pennsylvania
$243K -$84K -1,077 -26%
MAG
1110
Meadowbrook Advisors Group
New Jersey
$242K -$132K -1,697 -35%
VBFP
1111
Valtinson Bruner Financial Planning
Minnesota
$241K +$18.2K +233 +8%
SAM
1112
Seelaus Asset Management
New Jersey
$240K +$2.73K +35 +1%
RFS
1113
Richardson Financial Services
Massachusetts
$239K -$14.3K -183 -6%
BWM
1114
BNC Wealth Management
Oregon
$239K – – –
MWM
1115
Meritas Wealth Management
California
$238K +$1.95K +25 +0.8%
HW
1116
Hancock Whitney
Mississippi
$237K +$238K +3,048 New
FNBTCON
1117
First National Bank & Trust Co of Newtown
Pennsylvania
$237K +$239K +3,059 New
GBWM
1118
Granite Bay Wealth Management
New Hampshire
$237K +$10.5K +134 +5%
TBWA
1119
Three Bridge Wealth Advisors
California
$236K +$2.42K +31 +1%
MFS
1120
McNamara Financial Services
Massachusetts
$236K +$2.34K +30 +1%
FWIA
1121
Fort Washington Investment Advisors
Ohio
$235K – – –
CWWM
1122
Clear Wave Wealth Management
New Jersey
$234K -$66.4K -851 -22%
ACM
1123
Alpha Capital Management
Texas
$234K -$66.7K -855 -22%
GIM
1124
Guild Investment Management
California
$234K +$234K +3,000 New
SW
1125
SVB Wealth
Massachusetts
$233K -$39K -500 -14%
43 44
45
46 47