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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1151
SoFi Wealth
California
$22.1K -$57M -734,737 -100%
BWM
1152
Bernard Wealth Management
Michigan
$21.7K – – –
CSC
1153
Caldwell Sutter Capital
California
$20.9K – – –
BWL
1154
Bogart Wealth LLC
Virginia
$20K – – –
CCM
1155
Cloud Capital Management
Washington
$20K +$20.3K +261 New
FG
1156
Fairman Group
Pennsylvania
$19.1K – – –
AIM
1157
Arcadia Investment Management
Michigan
$18.8K – – –
TF
1158
Tompkins Financial
New York
$18.6K +$18.4K +237 New
WA
1159
Whipplewood Advisors
Colorado
$16.5K +$223K +2,867 +1,359%
ATC
1160
Adirondack Trust Company
New York
$16.2K – – –
GWSA
1161
Global Wealth Strategies & Associates
Colorado
$16K – – –
WT
1162
Washington Trust
Rhode Island
$16K +$15.9K +205 New
GWANC
1163
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.7K -$14.9K -192 -49%
CWM
1164
Copia Wealth Management
Oregon
$14.9K -$8.46K -109 -36%
HHGA
1165
Halbert Hargrove Global Advisors
California
$14.5K +$14.4K +185 New
PPA
1166
Painted Porch Advisors
California
$14.1K -$2.17K -28 -13%
PWA
1167
Physician Wealth Advisors
Utah
$14K +$13.9K +179 New
SIS
1168
Sound Income Strategies
Florida
$13.9K – – –
MCM
1169
Manchester Capital Management
Vermont
$13K +$8.15K +105 +172%
CAM
1170
Costello Asset Management
Pennsylvania
$12.8K +$12.7K +163 New
KFI
1171
Key Financial Inc
Pennsylvania
$12.1K -$15.1K -194 -56%
TFGT
1172
TS Financial Group (TSFG)
Illinois
$12K – – –
ANBT
1173
American National Bank & Trust
Texas
$11.9K – – –
CAWM
1174
Capital A Wealth Management
Pennsylvania
$11.2K – – –
CAM
1175
Chesapeake Asset Management
New York
$10.6K – – –
45 46
47
48 49