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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
1126
Retirement Guys Formula
Ohio
$225K -$48.6K -617 -18%
NA
1127
Nautilus Advisors
California
$225K -$73.5K -934 -25%
VBFP
1128
Valtinson Bruner Financial Planning
Minnesota
$224K +$225K +2,855 New
FIT
1129
Financially in Tune
Massachusetts
$222K +$223K +2,831 New
KWA
1130
Kingswood Wealth Advisors
California
$221K -$46.3K -588 -17%
TNBTD
1131
Trustmark National Bank Trust Department
Mississippi
$221K +$20.6K +262 +10%
HR
1132
Howe & Rusling
New York
$221K – – –
AC
1133
Addison Capital
Pennsylvania
$220K +$221K +2,811 New
WF
1134
WinCap Financial
Massachusetts
$219K -$3.15K -40 -1%
OFP
1135
OLIO Financial Planning
Virginia
$217K +$7.95K +101 +4%
SWM
1136
Sterling Wealth Management
Illinois
$215K – – –
WHG
1137
Westwood Holdings Group
Texas
$214K -$335K -4,257 -61%
STA
1138
Smith Thornton Advisors
Alabama
$214K – – –
PHS
1139
Pekin Hardy Strauss
Illinois
$214K +$215K +2,725 New
TAM
1140
Tucker Asset Management
Colorado
$214K +$214K +2,723 New
NCM
1141
NCM Capital Management
New Jersey
$213K -$13.8K -175 -6%
GA
1142
Goldstein Advisors
Wisconsin
$213K +$213K +2,711 New
MIM
1143
Moseley Investment Management
Florida
$212K +$213K +2,703 New
TCM
1144
Triumph Capital Management
Colorado
$211K -$28.6K -363 -12%
AWP
1145
Atlas Wealth Partners
Pennsylvania
$211K – – –
NB
1146
Nicolet Bankshares
Wisconsin
$211K +$212K +2,694 New
OC
1147
Opinicus Capital
Florida
$209K +$1.65K +21 +0.8%
TPWA
1148
Twin Peaks Wealth Advisors
California
$209K – – –
JSW
1149
Journey Strategic Wealth
New Jersey
$208K – – –
BMA
1150
Brooks Moore & Associates
Tennessee
$208K +$4.33K +55 +2%
44 45
46
47 48