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Vanguard Ultra-Short Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
276
Essential Planning
New Hampshire
$634K +$269K +5,401 +74%
LLWM
277
Life Line Wealth Management
California
$629K +$4.34K +87 +0.7%
PSCM
278
Per Stirling Capital Management
Texas
$626K -$15.1K -303 -2%
WHCFA
279
William Howard & Co Financial Advisors
Tennessee
$621K – – –
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$613K -$381K -7,640 -38%
SA
281
SAM Advisors
California
$612K +$15.4K +308 +3%
BCWM
282
Bartlett & Co Wealth Management
Ohio
$600K -$24.9K -500 -4%
OPF
283
Old Peak Finance
North Carolina
$591K +$90.1K +1,806 +18%
VA
284
Vident Advisory
Georgia
$585K +$293K +5,880 +100%
MOS
285
MGO One Seven
Ohio
$577K +$578K +11,591 New
FI
286
Finivi Inc
Massachusetts
$575K +$80.8K +1,620 +16%
WA
287
WBH Advisory
Maryland
$575K – – –
MAM
288
Mainsail Asset Management
Alabama
$572K -$189K -3,795 -25%
BCA
289
Ballentine Capital Advisors
South Carolina
$571K +$226K +4,538 +65%
PA
290
Pinnacle Associates
New York
$570K +$9.97K +200 +2%
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$570K +$95.2K +1,909 +20%
CVA
292
Central Valley Advisors
California
$560K +$561K +11,242 New
FFA
293
Farther Finance Advisors
California
$550K +$63.6K +1,276 +13%
MCC
294
Money Concepts Capital
Florida
$545K +$241K +4,841 +79%
GCA
295
Gradient Capital Advisors
California
$541K – – –
JAA
296
Joel Adams & Associates
North Carolina
$533K +$534K +10,702 New
PAG
297
Private Advisor Group
New Jersey
$522K +$31.8K +637 +6%
HIMS
298
Hager Investment Management Services
New Hampshire
$520K – – –
VIA
299
Victrix Investment Advisors
Florida
$517K +$518K +10,387 New
AQR Capital Management
300
AQR Capital Management
Connecticut
$514K +$50.4K +1,010 +11%