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Vanguard Ultra-Short Bond ETF
VUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
326
North Star Investment Management
Illinois
$397K +$68.6K +1,379 +21%
MCC
327
Money Concepts Capital
Florida
$395K -$149K -2,996 -27%
SWP
328
Stratos Wealth Partners
Ohio
$390K -$28.8K -579 -7%
TWM
329
TRB Wealth Management
Texas
$385K -$3.43K -69 -0.9%
PD
330
Planning Directions
Pennsylvania
$384K +$21K +423 +6%
AWMM
331
Aegis Wealth Management (Maryland)
Maryland
$378K +$101K +2,022 +36%
DWM
332
Denver Wealth Management
Colorado
$377K -$263K -5,291 -41%
FFM
333
Forum Financial Management
Illinois
$372K +$372K +7,482 New
SWMG
334
Sard Wealth Management Group
Georgia
$372K +$2.59K +52 +0.7%
CP
335
Castleview Partners
Texas
$371K +$7.61K +153 +2%
JDLA
336
J. Derek Lewis & Associates
California
$362K +$3.83K +77 +1%
SWM
337
Silverlake Wealth Management
Vermont
$361K +$82.8K +1,665 +30%
PCIA
338
Prime Capital Investment Advisors
Kansas
$357K +$3.73K +75 +1%
CANC
339
Culbertson A N & Co
Virginia
$353K +$22.4K +450 +7%
CAMG
340
CWA Asset Management Group
Florida
$348K +$24.9K +500 +8%
WMA
341
Wealth Management Associates
New Jersey
$346K – – –
KF
342
Krilogy Financial
Missouri
$342K +$199 +4 +0.1%
TDC
343
Thompson Davis & Co
Virginia
$342K +$342K +6,873 New
AWA
344
Argos Wealth Advisors
California
$341K +$96.5K +1,940 +39%
MA
345
Mezzasalma Advisors
New Jersey
$341K +$341K +6,852 New
PWMAG
346
Pinnacle Wealth Management Advisory Group
New Jersey
$339K +$85.8K +1,725 +34%
BST
347
Bath Savings Trust
Maine
$338K – – –
OCA
348
Odyssey Capital Advisors
Pennsylvania
$337K -$21.5K -433 -6%
PRI
349
Prepared Retirement Institute
Pennsylvania
$330K – – –
OC
350
OceanIQ Capital
California
$328K +$328K +6,600 New
12 13
14
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