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Vanguard Ultra-Short Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$256K -$203K -4,141 -44%
BCM
227
Blume Capital Management
California
$249K +$9.68K +197 +4%
BCP
228
Berkeley Capital Partners
Georgia
$247K -$17.6K -359 -7%
IWA
229
Inspirion Wealth Advisors
Illinois
$246K
IWA
230
Intercontinental Wealth Advisors
Texas
$246K +$246K +5,000 New
KFC
231
Klingenstein Fields & Co
New York
$243K
PFO
232
Pathstone Family Office
New Jersey
$241K
MPAM
233
Murphy Pohlad Asset Management
Minnesota
$231K
ASN
234
Advisory Services Network
Georgia
$230K +$158K +3,222 +223%
OC
235
Oppenheimer & Co
New York
$229K -$624K -12,706 -73%
ECM
236
Exchange Capital Management
Michigan
$227K +$227K +4,616 New
HIC
237
Holderness Investments Company
North Carolina
$222K +$221K +4,502 New
CAWM
238
Capital Advisors Wealth Management
Washington
$222K
PIMG
239
Patriot Investment Management Group
Tennessee
$219K
BST
240
Bath Savings Trust
Maine
$210K +$209K +4,255 New
MA
241
MAS Advisors
Florida
$209K
NW
242
NewEdge Wealth
Pennsylvania
$209K +$209K +4,250 New
FFG
243
Fullen Financial Group
Ohio
$208K -$49.3K -1,003 -19%
IAG
244
Investment Advisory Group
Massachusetts
$208K
CCM
245
Coldstream Capital Management
Washington
$206K -$21.9K -446 -10%
AIM
246
Allen Investment Management
New York
$201K
RFG
247
RFP Financial Group
Georgia
$201K +$1.23K +25 +0.6%
CTC
248
Central Trust Company
Missouri
$187K -$109K -2,216 -37%
TCWA
249
Ten Capital Wealth Advisors
Washington
$181K +$181K +3,681 New
CT
250
Caldwell Trust
Florida
$160K +$160K +3,255 New