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Vanguard Ultra-Short Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BB
401
Busey Bank
Illinois
$242K – – –
TCM
402
Tradewinds Capital Management
Washington
$240K +$52K +1,046 +28%
Fisher Asset Management
403
Fisher Asset Management
Washington
$238K +$547 +11 +0.2%
Pathstone Holdings
404
Pathstone Holdings
New Jersey
$236K – – –
SFS
405
Symphony Financial Services
Ohio
$235K – – –
SIC
406
SJS Investment Consulting
Ohio
$235K +$1.79K +36 +0.8%
HSA
407
HBK Sorce Advisory
Pennsylvania
$234K -$37.9K -763 -14%
GA
408
GSG Advisors
New Jersey
$233K +$1.34K +27 +0.6%
FNWM
409
Financial Network Wealth Management
Utah
$231K +$99 +2 +0%
HFS
410
Hopwood Financial Services
Virginia
$229K -$19.9K -400 -8%
PWW
411
Pettyjohn Wood & White
Virginia
$228K – – –
RWM
412
Ritholtz Wealth Management
New York
$224K -$10.7K -215 -5%
BEAM
413
Baker Ellis Asset Management
Washington
$224K +$224K +4,500 New
AIM
414
Allen Investment Management
New York
$223K – – –
WWA
415
Wisconsin Wealth Advisors
Wisconsin
$221K – – –
YIH
416
Y-Intercept (HK)
Hong Kong
$218K +$217K +4,371 New
DWM
417
Diversify Wealth Management
Utah
$215K +$2.34K +47 +1%
DAS
418
Diversify Advisory Services
Utah
$215K +$215K +4,326 New
HIC
419
Holderness Investments Company
North Carolina
$211K – – –
HFAS
420
Hummer Financial Advisory Services
Illinois
$209K – – –
CF
421
Convergence Financial
Missouri
$207K -$4.4M -88,522 -96%
IC
422
IEQ Capital
California
$206K +$206K +4,141 New
BCM
423
Brasada Capital Management
Texas
$205K -$56.2K -1,131 -22%
CFO
424
CVA Family Office
Colorado
$203K – – –
Baird Financial Group
425
Baird Financial Group
Wisconsin
$203K +$203K +4,081 New