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Vanguard Ultra-Short Bond ETF
VUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
326
Kurv Investment Management
California
$399K +$399K +8,016 New
HAG
327
HighPoint Advisor Group
Illinois
$398K +$398K +8,001 New
NSIM
328
North Star Investment Management
Illinois
$397K +$68.6K +1,379 +21%
MCC
329
Money Concepts Capital
Florida
$395K -$149K -2,996 -27%
SWP
330
Stratos Wealth Partners
Ohio
$390K -$28.8K -579 -7%
TWM
331
TRB Wealth Management
Texas
$385K -$3.43K -69 -0.9%
PD
332
Planning Directions
Pennsylvania
$384K +$21K +423 +6%
AWMM
333
Aegis Wealth Management (Maryland)
Maryland
$378K +$101K +2,022 +36%
DWM
334
Denver Wealth Management
Colorado
$377K -$263K -5,291 -41%
FFM
335
Forum Financial Management
Illinois
$372K +$372K +7,482 New
SWMG
336
Sard Wealth Management Group
Georgia
$372K +$2.59K +52 +0.7%
CP
337
Castleview Partners
Texas
$371K +$7.61K +153 +2%
JDLA
338
J. Derek Lewis & Associates
California
$362K +$3.83K +77 +1%
SWM
339
Silverlake Wealth Management
Vermont
$361K +$82.8K +1,665 +30%
PCIA
340
Prime Capital Investment Advisors
Kansas
$357K +$3.73K +75 +1%
CANC
341
Culbertson A N & Co
Virginia
$353K +$22.4K +450 +7%
CAMG
342
CWA Asset Management Group
Florida
$348K +$24.9K +500 +8%
WMA
343
Wealth Management Associates
New Jersey
$346K – – –
KF
344
Krilogy Financial
Missouri
$342K +$199 +4 +0.1%
TDC
345
Thompson Davis & Co
Virginia
$342K +$342K +6,873 New
AWA
346
Argos Wealth Advisors
California
$341K +$96.5K +1,940 +39%
MA
347
Mezzasalma Advisors
New Jersey
$341K +$341K +6,852 New
PWMAG
348
Pinnacle Wealth Management Advisory Group
New Jersey
$339K +$85.8K +1,725 +34%
BST
349
Bath Savings Trust
Maine
$338K – – –
OCA
350
Odyssey Capital Advisors
Pennsylvania
$337K -$21.5K -433 -6%
12 13
14
15 16