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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
151
HB Wealth Management
Georgia
$16.4M +$8.08M +105,715 +93%
EI
152
Ellevest Inc
New York
$16.4M -$125K -1,630 -0.7%
ERIC
153
Eagle Rock Investment Company
Georgia
$16.1M -$2.38M -31,154 -13%
CWM
154
Calamos Wealth Management
Illinois
$16M +$11.4M +149,530 +232%
BWA
155
BDO Wealth Advisors
Florida
$15.9M -$8.96M -117,317 -36%
AA
156
ALPS Advisors
Colorado
$15.9M -$288K -3,765 -2%
GGS
157
Galvin Gaustad & Stein
Arizona
$15.6M -$493K -6,450 -3%
AWM
158
Aprio Wealth Management
Georgia
$15.6M -$3.69M -48,266 -19%
CFA
159
Cahill Financial Advisors
Minnesota
$15.5M -$137K -1,797 -0.9%
Prudential Financial
160
Prudential Financial
New Jersey
$15.4M +$497K +6,507 +3%
BC
161
Burney Company
Virginia
$15.4M -$393K -5,149 -2%
MG
162
MilWealth Group
Wisconsin
$15.3M +$20.1K +263 +0.1%
BFA
163
BMS Financial Advisors
South Dakota
$15.2M +$15.5M +203,184 New
TF
164
TIAA FSB
Florida
$15.1M +$490K +6,418 +3%
CWC
165
Carolinas Wealth Consulting
North Carolina
$15.1M +$344K +4,508 +2%
BFO
166
Boston Family Office
Massachusetts
$14.8M +$2.37M +31,027 +19%
RVPG
167
Relative Value Partners Group
$14.5M +$182K +2,378 +1%
GFS
168
GYL Financial Synergies
Connecticut
$14.5M -$518K -6,780 -3%
RPG
169
Resource Planning Group
Georgia
$14.4M +$4.76M +62,359 +48%
BHWM
170
Bay Harbor Wealth Management
Maryland
$14.4M +$3.12M +40,792 +27%
HL
171
HeadInvest LLC
Maine
$13.8M -$522K -6,836 -4%
NAS
172
Nicolet Advisory Services
Wisconsin
$13.8M -$503K -6,584 -3%
CA
173
CoreCap Advisors
Michigan
$13.7M +$1.08M +14,185 +8%
CIC
174
Cutler Investment Counsel
Oregon
$13.4M +$153K +1,996 +1%
ODIJL
175
One Day In July LLC
Vermont
$13.3M -$846K -11,075 -6%
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