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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
151
Rockwood Wealth Management
Pennsylvania
$16.1M +$2.28M +30,159 +17%
RPG
152
Resource Planning Group
Georgia
$16M +$5.23M +69,148 +50%
LFS
153
Lutz Financial Services
Nebraska
$16M +$1.97M +26,067 +14%
TWC
154
TD Waterhouse Canada
Ontario, Canada
$15.6M +$13.1M +173,030 +874%
HWM
155
HB Wealth Management
Georgia
$15.6M +$5.45M +71,981 +55%
MG
156
MilWealth Group
Wisconsin
$15.3M -$137K -1,806 -0.9%
CFA
157
Cahill Financial Advisors
Minnesota
$15.3M -$217K -2,873 -1%
NL
158
NWAM LLC
Washington
$15.2M +$12.4M +164,194 +500%
KLI
159
Kelman-Lazarov Inc
Tennessee
$14.8M +$910K +12,021 +7%
NA
160
NewEdge Advisors
Louisiana
$14.7M +$4.77M +62,986 +49%
MWM
161
Modera Wealth Management
New Jersey
$14.5M -$652K -8,612 -4%
CAM
162
Clark Asset Management
New Hampshire
$14.4M +$1.8M +23,762 +15%
MPIA
163
Mountain Pacific Investment Advisers
Idaho
$14.4M -$254K -3,354 -2%
PWLP
164
Prio Wealth Limited Partnership
Massachusetts
$14.4M -$352K -4,644 -2%
CIA
165
Concurrent Investment Advisors
Florida
$14.2M +$14M +184,843 New
KPWS
166
Kestra Private Wealth Services
Texas
$14.1M +$1.98M +26,204 +17%
CAL
167
Capital Analysts LLC
Pennsylvania
$13.9M -$1.33M -17,531 -9%
SOAG
168
Silver Oak Advisory Group
Oregon
$13.8M -$62.1K -821 -0.5%
PWM
169
Perigon Wealth Management
California
$13.7M +$432K +5,710 +3%
SAG
170
SageView Advisory Group
California
$13.6M -$13.8M -181,824 Closed
MSF
171
Mustard Seed Financial
Arkansas
$13.6M +$13.3M +176,110 New
FA
172
Fortis Advisors
Pennsylvania
$13.2M +$1.25M +16,504 +11%
BHWM
173
Bay Harbor Wealth Management
Maryland
$13.2M -$579K -7,645 -4%
B
174
BetterWealth
California
$13M -$136K -1,802 -1%
AWA
175
Alaska Wealth Advisors
Alaska
$13M -$20.4K -269 -0.2%
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