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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
126
Compass Planning Associates
Massachusetts
$22.8M +$9.65M +122,291 +73%
AQR Capital Management
127
AQR Capital Management
Connecticut
$22.5M +$2.67M +33,898 +13%
B
128
BetterWealth
California
$21.7M +$1.14M +14,423 +6%
KL
129
KWMG LLC
Kansas
$21.4M +$2.54M +32,211 +13%
SPIA
130
Steward Partners Investment Advisory
New York
$21.4M +$1.49M +18,833 +7%
PAG
131
Private Advisor Group
New Jersey
$21.2M +$6.59M +83,583 +45%
LFS
132
Lutz Financial Services
Nebraska
$21.1M +$1.07M +13,512 +5%
KLI
133
Kelman-Lazarov Inc
Tennessee
$21M +$947K +12,009 +5%
FPAS
134
Focus Partners Advisor Solutions
Missouri
$20.8M -$35.9M -454,485 -63%
MYIA
135
Mount Yale Investment Advisors
Colorado
$20.1M +$19.5M +247,150 +3,280%
NW
136
NewEdge Wealth
Pennsylvania
$19.8M -$1.53M -19,347 -7%
XF
137
XML Financial
Maryland
$19.8M -$275K -3,483 -1%
PFBT
138
Parkside Financial Bank & Trust
Missouri
$19.6M +$1.51M +19,113 +8%
TWA
139
Trellis Wealth Advisors
California
$19.6M +$3.6M +45,692 +23%
MWM
140
Modera Wealth Management
New Jersey
$19.5M +$1.11M +14,116 +6%
WDG
141
Wealth Dimensions Group
Ohio
$19.5M +$323K +4,091 +2%
AWM
142
Apollon Wealth Management
South Carolina
$18.9M +$1.55M +19,688 +9%
ML
143
McAdam LLC
Pennsylvania
$18.9M +$2.13M +27,018 +13%
MG
144
MilWealth Group
Wisconsin
$18.7M +$697K +8,836 +4%
BFP
145
Brewster Financial Planning
New York
$18.6M +$453K +5,746 +2%
EA
146
Evolution Advisers
Virginia
$18.4M +$876K +11,098 +5%
SC
147
Stephenson & Company
California
$18.3M +$1.48M +18,700 +9%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$18.3M +$1.57M +19,956 +9%
FHC
149
Fort Henry Capital
West Virginia
$18.2M +$628K +7,958 +4%
NL
150
NWAM LLC
Washington
$18.2M +$1.61M +20,410 +10%