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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1301
HM Payson & Co
Maine
$15.1K +$156 +2 +1%
KFI
1302
Key Financial Inc
Pennsylvania
$15K +$7.8K +100 +108%
VR
1303
Vision Retirement
New Jersey
$14.9K – – –
CWM
1304
Copia Wealth Management
Oregon
$14.8K – – –
NSIM
1305
North Star Investment Management
Illinois
$14.6K – – –
PWPS
1306
Pinnacle Wealth Planning Services
Ohio
$14.2K – – –
CAM
1307
Costello Asset Management
Pennsylvania
$13.3K +$78 +1 +0.6%
TCM
1308
Tradewinds Capital Management
Washington
$13.2K – – –
BFS
1309
Bare Financial Services
Pennsylvania
$13.2K +$13.3K +170 New
PIP
1310
Peachtree Investment Partners
Florida
$12.2K +$390 +5 +3%
MWA
1311
Medallion Wealth Advisors
Connecticut
$12.1K -$63.1K -808 -84%
CAM
1312
Chesapeake Asset Management
New York
$12K – – –
IRAG
1313
Investment Research & Advisory Group
Georgia
$10.9K +$78 +1 +0.7%
SMBT
1314
Southern Michigan Bank & Trust
Michigan
$10.5K +$10.5K +135 New
TC
1315
Toews Corporation
New Jersey
$10.2K +$10.3K +132 New
SW
1316
SoFi Wealth
California
$10.2K +$2.58K +33 +34%
WIM
1317
Westside Investment Management
California
$10.1K – – –
CSC
1318
Caldwell Sutter Capital
California
$9.74K -$11.1K -142 -53%
TFGT
1319
TS Financial Group (TSFG)
Illinois
$9K – – –
CI
1320
CX Institutional
Indiana
$9K +$3.2K +41 +56%
KFP
1321
Kerr Financial Planning
California
$9K +$78 +1 +0.9%
CI
1322
Cordant Inc
Oregon
$8.86K +$8.9K +114 New
LAS
1323
Lloyd Advisory Services
Georgia
$8.18K -$14.5K -186 -64%
AIS
1324
Advocate Investing Services
Maryland
$8.03K – – –
LC
1325
Luminist Capital
Michigan
$8.03K – – –
51 52
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