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Vanguard Ultra-Short Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
151
Bartlett & Co Wealth Management
Ohio
$943K +$74.5K +1,500 +9%
MWM
152
Modera Wealth Management
New Jersey
$940K -$26.6K -536 -3%
BEI
153
Benjamin Edwards Inc
Missouri
$935K +$931K +18,731 New
TIAA Trust, National Association
154
TIAA Trust, National Association
North Carolina
$922K – – –
EAM
155
Evanson Asset Management
California
$894K +$542K +10,900 +156%
GIA
156
Gladstone Institutional Advisory
Florida
$878K -$49.5K -997 -5%
SCM
157
SOL Capital Management
Maryland
$864K -$4.97K -100 -0.6%
PGFC
158
Peapack-Gladstone Financial Corp
New Jersey
$839K -$343K -6,900 -29%
RWM
159
Ruedi Wealth Management
Illinois
$829K +$10.5K +211 +1%
Pathstone Holdings
160
Pathstone Holdings
New Jersey
$821K – – –
MAM
161
Mainsail Asset Management
Alabama
$812K -$16.2K -327 -2%
KPWS
162
Kestra Private Wealth Services
Texas
$807K +$40.3K +811 +5%
CTFG
163
Capstone Triton Financial Group
Oklahoma
$801K – – –
GCA
164
Gradient Capital Advisors
California
$798K +$4.47K +90 +0.6%
NC
165
Napatree Capital
Rhode Island
$776K -$109K -2,185 -12%
RWM
166
Ritholtz Wealth Management
New York
$767K -$99 -2 -0%
CWAF
167
Core Wealth Advisors (Florida)
Florida
$763K – – –
WA
168
WBH Advisory
Maryland
$755K -$237K -4,773 -24%
LPP
169
Life Planning Partners
Florida
$753K -$38.4K -772 -5%
AFP
170
Ausdal Financial Partners
Iowa
$737K +$462K +9,308 +171%
CFGSD
171
Compass Financial Group (South Dakota)
South Dakota
$709K +$13.2K +266 +2%
CPA
172
Cardiff Park Advisors
California
$696K – – –
LWM
173
Laidlaw Wealth Management
New York
$688K +$36.9K +742 +6%
CIC
174
Cutler Investment Counsel
Oregon
$687K – – –
PIMG
175
Patriot Investment Management Group
Tennessee
$665K +$48.5K +976 +8%