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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
126
Trellis Wealth Advisors
California
$22.4M +$1.5M +19,246 +7%
AWM
127
Apollon Wealth Management
South Carolina
$21.9M +$1.51M +19,411 +7%
DWP
128
Daymark Wealth Partners
Ohio
$21.7M +$21.2M +271,713 +4,264%
KLI
129
Kelman-Lazarov Inc
Tennessee
$21.5M +$723K +9,263 +3%
GFG
130
Greystone Financial Group
Michigan
$21.5M -$372K -4,767 -2%
LFS
131
Lutz Financial Services
Nebraska
$21.4M +$852K +10,923 +4%
AIA
132
Allied Investment Advisors
Montana
$21.3M +$21.4M +273,991 New
BCWM
133
Bartlett & Co Wealth Management
Ohio
$21.2M -$1.23M -15,783 -5%
EA
134
Evolution Advisers
Virginia
$21M +$1.28M +16,412 +6%
Citigroup
135
Citigroup
New York
$20.8M +$973K +12,470 +5%
MG
136
MilWealth Group
Wisconsin
$20.5M +$1.52M +19,510 +8%
WA
137
Waterford Advisors
New York
$20.4M +$1.99M +25,519 +6%
MWM
138
Modera Wealth Management
New Jersey
$20.2M +$1.67M +21,423 +9%
WWM
139
Wiser Wealth Management
Georgia
$19.5M +$540K +6,914 +3%
WDG
140
Wealth Dimensions Group
Ohio
$19.5M -$60.8K -779 -0.3%
EI
141
eCIO Inc
Wisconsin
$19.5M +$1.76M +22,542 +10%
FHC
142
Fort Henry Capital
West Virginia
$19.4M +$589K +7,553 +3%
AI
143
Atria Investments
North Carolina
$19.3M -$7.01M -89,838 -27%
SC
144
Stephenson & Company
California
$19.2M +$291K +3,724 +2%
SWA
145
Sax Wealth Advisors
New Jersey
$18.9M +$16.6M +212,892 +769%
BFP
146
Brewster Financial Planning
New York
$18.8M +$125K +1,603 +0.7%
AWA
147
Alaska Wealth Advisors
Alaska
$18.6M +$104K +1,327 +0.6%
Financial Engines Advisors
148
Financial Engines Advisors
California
$18.5M +$1.52M +19,515 +9%
LFA
149
Level Financial Advisors
New York
$18.5M +$866K +11,099 +5%
AAP
150
Arax Advisory Partners
Colorado
$18M +$5.43M +69,621 +43%