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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWI
201
Long Wharf Investors
Massachusetts
$535K -$16K -200 -3%
AACR
202
ACR Alpine Capital Research
Missouri
$527K +$26K +324 +5%
JIC
203
Johnson Investment Counsel
Ohio
$525K -$4.81K -60 -0.9%
SAM
204
Shamrock Asset Management
Texas
$511K -$502K -6,271 -50%
CC
205
Callan Capital
California
$504K -$5.45K -68 -1%
AWMS
206
Advocacy Wealth Management Services
Georgia
$503K +$112K +1,400 +29%
CCMG
207
Clark Capital Management Group
Pennsylvania
$490K – – –
TC
208
Taylor Cottrill
New Hampshire
$486K – – –
WJA
209
Williams Jones & Associates
New York
$480K – – –
NFG
210
Nadler Financial Group
Illinois
$471K +$58.3K +728 +14%
SC
211
Scotia Capital
Ontario, Canada
$462K -$71.1K -887 -13%
GIP
212
Greatmark Investment Partners
Georgia
$451K +$73.3K +915 +19%
LC
213
Lourd Capital
California
$450K – – –
RCM
214
Rotella Capital Management
Washington
$450K +$449K +5,600 New
V
215
Veritable
Delaware
$445K +$6.97K +87 +2%
BFA
216
Bragg Financial Advisors
North Carolina
$443K +$441K +5,508 New
VKH
217
Virtu KCG Holdings
New York
$439K +$437K +5,461 New
AI
218
Atria Investments
North Carolina
$427K -$29.6K -370 -7%
BWFA
219
Baltimore-Washington Financial Advisors
Maryland
$417K -$154K -1,925 -27%
RJT
220
Raymond James Trust
Florida
$416K +$66.6K +832 +19%
BCM
221
Bluefin Capital Management
New York
$400K +$369K +4,610 New
MWP
222
MYCIO Wealth Partners
Pennsylvania
$397K +$721 +9 +0.2%
WRTC
223
Wind River Trust Company
Wyoming
$396K – – –
HCA
224
Harbour Capital Advisors
Virginia
$392K +$107K +1,335 +38%
CC
225
Courier Capital
New York
$387K +$35K +437 +10%
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