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Vanguard Ultra-Short Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
401
Foundations Investment Advisors
Arizona
$221K +$7.33K +147 +3%
WWA
402
Wisconsin Wealth Advisors
Wisconsin
$221K – – –
PWP
403
Principle Wealth Partners
Connecticut
$218K – – –
DWM
404
Diversify Wealth Management
Utah
$213K +$2K +40 +0.9%
HIC
405
Holderness Investments Company
North Carolina
$211K – – –
HFAS
406
Hummer Financial Advisory Services
Illinois
$209K – – –
IAS
407
Insigneo Advisory Services
Florida
$205K -$5.79K -116 -3%
CFO
408
CVA Family Office
Colorado
$203K -$29.9K -600 -13%
LIWM
409
Long Island Wealth Management
New York
$202K +$203K +4,064 New
FP
410
Financial Perspectives
Minnesota
$201K – – –
Vanguard National Trust
411
Vanguard National Trust
Pennsylvania
$198K +$198K +3,974 New
TCM
412
Tradewinds Capital Management
Washington
$188K +$188K +3,777 New
SWM
413
SHP Wealth Management
Massachusetts
$171K +$171K +3,428 New
EB
414
Eastern Bank
Massachusetts
$156K +$156K +3,133 New
TCM
415
Triumph Capital Management
Colorado
$152K +$121K +2,431 +393%
US Bancorp
416
US Bancorp
Minnesota
$141K +$28.4K +569 +25%
BCM
417
Blume Capital Management
California
$140K – – –
ME
418
McIlrath & Eck
Washington
$127K +$499 +10 +0.4%
EA
419
Evolution Advisers
Virginia
$125K +$125K +2,515 New
AIM
420
Anchor Investment Management
South Carolina
$119K +$848 +17 +0.7%
GK
421
Graney & King
New York
$118K -$1.75K -35 -1%
GSWM
422
Golden State Wealth Management
California
$111K +$399 +8 +0.4%
RF
423
Robinswood Financial
Washington
$106K +$399 +8 +0.4%
LHEI
424
Leo H. Evart Inc
California
$103K +$103K +2,072 New
AF
425
Advisornet Financial
Minnesota
$98.2K -$12.2K -245 -11%