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Vanguard Ultra-Short Bond ETF
VUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
126
Diversified Portfolios Inc
Michigan
$410K +$410K +8,199 New
HSA
127
HBK Sorce Advisory
Pennsylvania
$410K +$410K +8,200 New
IC
128
IEQ Capital
California
$392K +$393K +7,851 New
CL
129
CPWM LLC
Washington
$390K +$389K +7,779 New
AWA
130
Amplius Wealth Advisors
Pennsylvania
$390K +$391K +7,825 New
BDFN
131
Bond & Devick Financial Network
Minnesota
$387K +$25K +500 +7%
NEWAS
132
N.E.W. Advisory Services
Wisconsin
$383K +$50 +1 +0%
BF
133
BOK Financial
Oklahoma
$350K – – –
JIC
134
Joel Isaacson & Co
New York
$350K – – –
CPWMP
135
Cardinal Point Wealth Management Partners
California
$346K +$346K +6,925 New
LNB
136
Ledyard National Bank
$332K +$332K +6,646 New
CCM
137
Coldstream Capital Management
Washington
$328K +$328K +6,563 New
MPAM
138
Murphy Pohlad Asset Management
Minnesota
$291K – – –
BI
139
Berkeley Inc
Idaho
$272K -$34.7K -694 -11%
ICG
140
InterOcean Capital Group
Tennessee
$263K +$50K +1,000 +23%
RWA
141
RGT Wealth Advisors
Texas
$259K +$259K +5,177 New
SFG
142
StrategIQ Financial Group
Indiana
$257K +$257K +5,146 New
BCP
143
Berkeley Capital Partners
Georgia
$254K +$254K +5,083 New
SFA
144
Sequoia Financial Advisors
Ohio
$250K +$250K +5,000 New
BAAM
145
Baker Avenue Asset Management
California
$249K -$250K -5,000 -50%
WFA
146
Websterrogers Financial Advisors
South Carolina
$241K -$19.9K -398 -8%
FFG
147
Fullen Financial Group
Ohio
$227K +$228K +4,549 New
CAWM
148
Capital Advisors Wealth Management
Washington
$225K – – –
BHWM
149
Beaird Harris Wealth Management
Texas
$216K +$216K +4,325 New
MA
150
MAS Advisors
Florida
$212K +$213K +4,250 New
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