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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFG
126
Greystone Financial Group
Michigan
$22M -$14.6M -185,651 -40%
XF
127
XML Financial
Maryland
$21.3M +$1.62M +20,616 +8%
TWA
128
Trellis Wealth Advisors
California
$21M +$1.57M +19,933 +8%
KLI
129
Kelman-Lazarov Inc
Tennessee
$20.9M +$51.9K +659 +0.2%
LFS
130
Lutz Financial Services
Nebraska
$20.7M -$316K -4,017 -1%
NW
131
NewEdge Wealth
Pennsylvania
$20.7M +$947K +12,029 +5%
AWM
132
Apollon Wealth Management
South Carolina
$20.5M +$1.64M +20,877 +9%
PFBT
133
Parkside Financial Bank & Trust
Missouri
$20.2M +$754K +9,581 +4%
Citigroup
134
Citigroup
New York
$20M +$2.18M +27,684 +12%
ML
135
McAdam LLC
Pennsylvania
$19.9M +$1.13M +14,324 +6%
EA
136
Evolution Advisers
Virginia
$19.8M +$1.56M +19,844 +9%
WDG
137
Wealth Dimensions Group
Ohio
$19.7M +$324K +4,116 +2%
KAS
138
Kestra Advisory Services
Texas
$19.3M +$3.02M +38,386 +19%
WWM
139
Wiser Wealth Management
Georgia
$19.1M +$1.27M +16,112 +7%
MG
140
MilWealth Group
Wisconsin
$19.1M +$499K +6,340 +3%
SC
141
Stephenson & Company
California
$19M +$785K +9,965 +4%
WA
142
Waterford Advisors
New York
$18.9M +$31.2M +396,082 New
FHC
143
Fort Henry Capital
West Virginia
$18.9M +$804K +10,210 +4%
BFP
144
Brewster Financial Planning
New York
$18.8M +$294K +3,736 +2%
CA
145
Clune & Associates
Illinois
$18.8M +$1.76M +22,404 +10%
NL
146
NWAM LLC
Washington
$18.8M +$671K +8,517 +4%
MWM
147
Modera Wealth Management
New Jersey
$18.7M -$722K -9,165 -4%
AWA
148
Alaska Wealth Advisors
Alaska
$18.6M +$1.34M +17,076 +8%
EI
149
eCIO Inc
Wisconsin
$17.8M +$2.71M +34,405 +18%
LFA
150
Level Financial Advisors
New York
$17.8M +$1.34M +16,960 +8%