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Vanguard Ultra-Short Bond ETF
VUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
126
CWS Financial Advisors
Michigan
$1.35M -$74.1K -1,499 -5%
AC
127
Applied Capital
Arkansas
$1.35M +$27.8K +563 +2%
CFA
128
Camarda Financial Advisors
Florida
$1.33M +$1.33M +26,934 New
BFIM
129
Beese Fulmer Investment Management
Ohio
$1.33M – – –
RCG
130
Regatta Capital Group
California
$1.3M -$184K -3,715 -12%
BA
131
Ballew Advisors
Mississippi
$1.28M -$133K -2,697 -9%
BCA
132
Ballentine Capital Advisors
South Carolina
$1.27M -$134K -2,704 -10%
CCA
133
Clearwater Capital Advisors
Illinois
$1.2M +$860K +17,400 +253%
DWT
134
Dorsey & Whitney Trust
South Dakota
$1.2M – – –
WMG
135
WESCAP Management Group
California
$1.2M +$150K +3,032 +14%
LGA
136
Lebenthal Global Advisors
New York
$1.19M +$12.9K +261 +1%
MWA
137
Mills Wealth Advisors
Texas
$1.17M -$1.71M -34,700 -59%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$1.17M -$173K -3,500 -13%
QWM
139
Quadcap Wealth Management
Texas
$1.16M +$236K +4,784 +26%
WIM
140
Warwick Investment Management
Texas
$1.16M +$601K +12,168 +109%
CS
141
Capital Square
Tennessee
$1.15M -$13.8K -279 -1%
MCM
142
Manchester Capital Management
Vermont
$1.13M – – –
TWM
143
TriaGen Wealth Management
California
$1.13M -$91.6K -1,853 -8%
WCWM
144
Willow Creek Wealth Management
California
$1.09M -$200K -4,045 -16%
CFS
145
CGC Financial Services
Oregon
$995K +$58.7K +1,189 +6%
WA
146
WBH Advisory
Maryland
$985K -$115K -2,332 -10%
MWM
147
Modera Wealth Management
New Jersey
$959K +$9.88K +200 +1%
GSAM
148
Grant Street Asset Management
Pennsylvania
$954K -$213K -4,316 -18%
KFC
149
Klingenstein Fields & Co
New York
$952K – – –
GIA
150
Gladstone Institutional Advisory
Florida
$920K -$6.47K -131 -0.7%
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