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Vanguard Short-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1101
Thrive Wealth Management
Pennsylvania
$377K – – –
WJWM
1102
Williams Jones Wealth Management
New York
$376K +$73.7K +924 +24%
RIP
1103
RAM Investment Partners
Washington
$376K +$1.2K +15 +0.3%
DF
1104
Downshift Financial
Colorado
$374K +$373K +4,677 New
FIA
1105
Foundations Investment Advisors
Arizona
$373K -$61.8K -775 -14%
NWM
1106
Navigation Wealth Management
Colorado
$373K +$31.5K +395 +9%
WP
1107
WealthShield Partners
North Carolina
$372K -$79.3K -994 -18%
AFG
1108
Altiora Financial Group
Ohio
$370K +$4.07K +51 +1%
CA
1109
Claris Advisors
Missouri
$369K – – –
SAM
1110
Secure Asset Management
Michigan
$368K +$369K +4,620 New
RIA
1111
Regal Investment Advisors
Michigan
$368K -$81.9K -1,026 -18%
1CM
1112
1492 Capital Management
Wisconsin
$368K -$7.98K -100 -2%
TF
1113
Trek Financial
Arizona
$367K +$1.68K +21 +0.5%
EA
1114
Evolution Advisers
Virginia
$365K +$9.89K +124 +3%
TFA
1115
Toth Financial Advisory
Virginia
$365K +$77K +965 +27%
FFA
1116
First Foundation Advisors
California
$364K +$28.4K +356 +8%
SCM
1117
Saxony Capital Management
Missouri
$364K -$12.4K -155 -3%
IIM
1118
Invariant Investment Management
Pennsylvania
$363K +$363K +4,555 New
CWL
1119
Causey Wealth LLC
Colorado
$360K +$21.6K +271 +6%
CC
1120
Chicago Capital
Illinois
$360K -$224K -2,805 -38%
MCM
1121
Mengis Capital Management
Oregon
$358K +$359K +4,495 New
EV
1122
EJMK Ventures
Illinois
$356K +$356K +4,466 New
PWA
1123
Physician Wealth Advisors
Utah
$355K -$20.5K -257 -5%
CPC
1124
CFC Planning Company
Indiana
$351K – – –
AFM
1125
Aspetuck Financial Management
Connecticut
$351K -$16K -200 -4%