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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEGWA
176
New England Guild Wealth Advisors
Connecticut
$13.6M +$13.5M +180,264 New
RVPG
177
Relative Value Partners Group
$13.5M -$1.08M -14,339 -7%
CA
178
Cambridge Associates
Massachusetts
$13.5M +$1.27M +16,902 +10%
BRWA
179
B. Riley Wealth Advisors
Florida
$13.5M +$501K +6,678 +4%
CWC
180
Carolinas Wealth Consulting
North Carolina
$13.1M -$2.06M -27,465 -14%
CFA
181
Cahill Financial Advisors
Minnesota
$13M -$2.53M -33,764 -16%
PWMG
182
Pioneer Wealth Management Group
Texas
$13M +$13M +172,629 New
Cerity Partners
183
Cerity Partners
New York
$12.8M +$8.15M +108,641 +175%
SOAG
184
Silver Oak Advisory Group
Oregon
$12.8M +$1.05M +14,040 +9%
RWM
185
Ritholtz Wealth Management
New York
$12.6M -$58.7M -783,033 -82%
B
186
BetterWealth
California
$12.6M +$40K +533 +0.3%
YAL
187
Your Advocates Ltd
Texas
$12.5M -$138K -1,835 -1%
TC
188
Telemus Capital
Michigan
$12.4M -$5.37M -71,623 -30%
THL
189
Tillman Hartley LLC
Colorado
$12.4M +$12.3M +164,557 New
KLI
190
Kelman-Lazarov Inc
Tennessee
$12.3M +$1.33M +17,791 +12%
FMC
191
First Merchants Corp
Indiana
$12.2M +$6.11M +81,421 +102%
CB
192
Commerce Bank
Missouri
$12.1M +$3.48M +46,400 +40%
CS
193
Comerica Securities
Michigan
$12.1M -$348K -4,636 -3%
CPWMP
194
Cardinal Point Wealth Management Partners
California
$12M +$6.78M +90,381 +130%
CPCM
195
Cardinal Point Capital Management
Ontario, Canada
$12M +$12M +159,685 New
BFP
196
Brewster Financial Planning
New York
$12M +$216K +2,873 +2%
FA
197
Fortis Advisors
Pennsylvania
$11.9M -$653K -8,703 -5%
ODIJL
198
One Day In July LLC
Vermont
$11.8M -$1.57M -20,958 -12%
SWA
199
Safir Wealth Advisors
New Hampshire
$11.7M -$132K -1,765 -1%
Legacy Financial Group (Iowa)
200
Legacy Financial Group (Iowa)
Iowa
$11.7M -$829K -11,054 -7%