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Vanguard Ultra-Short Bond ETF
VUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
LPP
251
Life Planning Partners
Florida
$941K -$34.5K -694 -4%
EP
252
Essential Planning
New Hampshire
$897K +$263K +5,294 +42%
NGA
253
Naples Global Advisors
Florida
$879K – – –
RWA
254
Roberts Wealth Advisors
California
$855K -$951K -19,125 -53%
CVM
255
Cheviot Value Management
California
$837K – – –
SI
256
Stephens Inc
Arkansas
$823K +$158K +3,174 +24%
YWS
257
Yarger Wealth Strategies
Ohio
$808K -$1.15M -23,182 -59%
CFS
258
CGC Financial Services
Oregon
$804K +$31.7K +637 +4%
GIA
259
Gladstone Institutional Advisory
Florida
$803K -$3.68K -74 -0.5%
VFS
260
Valpey Financial Services
New Hampshire
$789K +$81.9K +1,647 +12%
DDPIC
261
Deroy & Devereaux Private Investment Counsel
Michigan
$787K +$99.4K +2,000 +14%
WAP
262
Wealthcare Advisory Partners
Pennsylvania
$787K -$7.51K -151 -0.9%
EFG
263
Elm3 Financial Group
Georgia
$784K +$783K +15,755 New
NWM
264
Northwest Wealth Management
Iowa
$777K -$56.2K -1,131 -7%
PA
265
Pinnacle Associates
New York
$773K +$203K +4,075 +36%
SWA
266
Sax Wealth Advisors
New Jersey
$770K +$284K +5,705 +58%
WMG
267
WESCAP Management Group
California
$753K +$3.98K +80 +0.5%
KMWM
268
Keudell/Morrison Wealth Management
Oregon
$747K – – –
CLA
269
Carnegie Lake Advisors
New Jersey
$732K – – –
RA
270
RFG Advisory
Alabama
$713K -$4.97K -100 -0.7%
CFGSD
271
Compass Financial Group (South Dakota)
South Dakota
$712K -$38.2K -768 -5%
CKAIS
272
Christensen King & Associates Investment Services
Washington
$693K – – –
GA
273
GFS Advisors
Texas
$679K +$160K +3,220 New
IWC
274
Infinity Wealth Counsel
Ohio
$672K -$55.7K -1,120 -8%
NC
275
NewSquare Capital
Pennsylvania
$670K +$669K +13,452 New
9 10
11
12 13