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Vanguard Ultra-Short Bond ETF
VUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
351
Prepared Retirement Institute
Pennsylvania
$330K – – –
OC
352
OceanIQ Capital
California
$328K +$328K +6,600 New
CRC
353
Curi RMB Capital
Illinois
$327K – – –
FPI
354
Financial Plan Inc
Washington
$324K +$324K +6,508 New
NCM
355
New Capital Management
Texas
$315K -$106K -2,124 -25%
BC
356
Bulwark Capital
Florida
$313K +$238K +4,785 +318%
CIC
357
Cutler Investment Counsel
Oregon
$312K – – –
CPW
358
Cogent Private Wealth
Florida
$304K – – –
TWM
359
Topsail Wealth Management
North Carolina
$303K +$303K +6,089 New
PAM
360
Peak Asset Management
Colorado
$302K – – –
WJA
361
Willis Johnson & Associates
Texas
$301K -$561K -11,282 -65%
SIAG
362
Safeguard Investment Advisory Group
California
$300K +$300K +6,036 New
CB
363
Commerce Bank
Missouri
$299K – – –
2L
364
25 LLC
Missouri
$297K +$1.44K +29 +0.5%
BPWM
365
Badgley Phelps Wealth Managers
Washington
$294K +$36.2K +729 +14%
IA
366
Integrity Alliance
Iowa
$293K +$27.7K +557 +10%
SWM
367
SeaCrest Wealth Management
New York
$291K – – –
CL
368
Choreo LLC
Illinois
$291K -$77K -1,549 -21%
TC
369
TAGStone Capital
North Carolina
$286K -$169K -3,400 -37%
FCIM
370
Fairview Capital Investment Management
California
$285K +$284K +5,717 New
TB
371
Terril Brothers
Missouri
$284K – – –
LIWM
372
Long Island Wealth Management
New York
$282K +$80.1K +1,610 +40%
WAM
373
WNY Asset Management
New York
$280K +$597 +12 +0.2%
PFS
374
Prospera Financial Services
Texas
$279K +$9.94K +200 +4%
CUAMC
375
China Universal Asset Management Company
China
$279K +$278K +5,600 New
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