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Vanguard Short-Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
1201
Williams Jones Wealth Management
New York
$300K – – –
RSWA
1202
Robinson Smith Wealth Advisors
Maine
$295K -$1.26K -16 -0.4%
CB
1203
Community Bank
New York
$295K -$33.2K -420 -10%
LCM
1204
Liberty Capital Management
Michigan
$294K +$294K +3,719 New
BIG
1205
Brookwood Investment Group
Arizona
$289K +$36.3K +459 +14%
HA
1206
Hanover Advisors
South Carolina
$287K – – –
WF
1207
Wayfinding Financial
Washington
$287K +$44K +557 +18%
MKW
1208
Mullaney, Keating & Wright
Connecticut
$287K +$2.69K +34 +0.9%
LSPW
1209
Lake Street Private Wealth
Illinois
$287K +$26.2K +332 +10%
C
1210
Certuity
Florida
$286K +$3K +38 +1%
WCM
1211
Winthrop Capital Management
Indiana
$286K +$316 +4 +0.1%
SWP
1212
Strategic Wealth Partners
Ohio
$284K -$92.2K -1,166 -25%
SGAM
1213
Stephens Group Asset Management
Arkansas
$283K -$19.8K -250 -7%
LWM
1214
Latko Wealth Management
Illinois
$283K +$25.2K +319 +10%
PIM
1215
Penobscot Investment Management
Massachusetts
$282K -$51.4K -650 -15%
WC
1216
Waterloo Capital
Texas
$280K +$280K +3,542 New
SAM
1217
Smartleaf Asset Management
Massachusetts
$279K – – –
SAW
1218
Signal Advisors Wealth
Michigan
$278K +$278K +3,519 New
AWM
1219
Accel Wealth Management
Iowa
$278K -$15.2K -192 -5%
OFS
1220
Opus Financial Solutions
Illinois
$277K – – –
CC
1221
Commons Capital
Massachusetts
$277K +$277K +3,506 New
BFO
1222
Biltmore Family Office
North Carolina
$274K -$52.8K -668 -16%
CT
1223
Coastline Trust
Rhode Island
$273K -$10.9K -138 -4%
WAG
1224
Winthrop Advisory Group
Massachusetts
$272K -$248K -3,135 -48%
GWWM
1225
Great Waters Wealth Management
Minnesota
$272K +$5.93K +75 +2%