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Vanguard Ultra-Short Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Modera Wealth Management
New Jersey
$940K -$26.6K -536 -3%
BEI
152
Benjamin Edwards Inc
Missouri
$935K +$931K +18,731 New
TIAA Trust, National Association
153
TIAA Trust, National Association
North Carolina
$922K
EAM
154
Evanson Asset Management
California
$894K +$542K +10,900 +156%
GIA
155
Gladstone Institutional Advisory
Florida
$878K -$49.5K -997 -5%
SCM
156
SOL Capital Management
Maryland
$864K -$4.97K -100 -0.6%
PGFC
157
Peapack-Gladstone Financial Corp
New Jersey
$839K -$343K -6,900 -29%
RWM
158
Ruedi Wealth Management
Illinois
$829K +$10.5K +211 +1%
Pathstone Holdings
159
Pathstone Holdings
New Jersey
$821K
MAM
160
Mainsail Asset Management
Alabama
$812K -$16.2K -327 -2%
KPWS
161
Kestra Private Wealth Services
Texas
$807K +$40.3K +811 +5%
CTFG
162
Capstone Triton Financial Group
Oklahoma
$801K
GCA
163
Gradient Capital Advisors
California
$798K +$4.47K +90 +0.6%
NC
164
Napatree Capital
Rhode Island
$776K -$109K -2,185 -12%
RWM
165
Ritholtz Wealth Management
New York
$767K -$99 -2 -0%
CWAF
166
Core Wealth Advisors (Florida)
Florida
$763K
WA
167
WBH Advisory
Maryland
$755K -$237K -4,773 -24%
LPP
168
Life Planning Partners
Florida
$753K -$38.4K -772 -5%
AFP
169
Ausdal Financial Partners
Iowa
$737K +$462K +9,308 +171%
CFGSD
170
Compass Financial Group (South Dakota)
South Dakota
$709K +$13.2K +266 +2%
CPA
171
Cardiff Park Advisors
California
$696K
LWM
172
Laidlaw Wealth Management
New York
$688K +$36.9K +742 +6%
CIC
173
Cutler Investment Counsel
Oregon
$687K
PIMG
174
Patriot Investment Management Group
Tennessee
$665K +$48.5K +976 +8%
LA
175
Latitude Advisors
Florida
$664K +$11K +221 +2%