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Vanguard Ultra-Short Bond ETF
VUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
151
Lakewood Asset Management
Illinois
$1.27M +$602K +12,113 +91%
IWC
152
Infinity Wealth Counsel
Ohio
$1.26M -$11.2K -225 -0.9%
LSL
153
Legacy Solutions LLC
Pennsylvania
$1.25M +$40.6K +816 +3%
HWM
154
HB Wealth Management
Georgia
$1.25M -$732K -14,725 -37%
WCWM
155
Willow Creek Wealth Management
California
$1.23M -$123K -2,472 -9%
DWT
156
Dorsey & Whitney Trust
South Dakota
$1.21M – – –
KFC
157
Klingenstein Fields & Co
New York
$1.18M +$104K +2,082 +10%
LWCFA
158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.16M – – –
LGA
159
Lebenthal Global Advisors
New York
$1.15M -$39.4K -793 -3%
OWA
160
Outlook Wealth Advisors
Texas
$1.1M +$4.63K +93 +0.4%
IAIM
161
International Assets Investment Management
Florida
$1.08M +$1.08M +21,638 New
AR
162
Advisory Research
Illinois
$1.06M – – –
MCM
163
Manchester Capital Management
Vermont
$1.05M -$89.5K -1,800 -8%
RFP
164
Root Financial Partners
California
$1.02M +$318K +6,391 +46%
SC
165
Scotia Capital
Ontario, Canada
$993K +$990K +19,912 New
EAM
166
Evanson Asset Management
California
$988K +$126K +2,527 +15%
TWM
167
TriaGen Wealth Management
California
$988K -$77.4K -1,557 -7%
MAM
168
Mainsail Asset Management
Alabama
$971K +$6.02K +121 +0.6%
RPGK
169
Retirement Planning Group (Kansas)
Kansas
$964K +$962K +19,340 New
EWA
170
EverSource Wealth Advisors
Alabama
$898K -$307K -6,164 -26%
CFS
171
CGC Financial Services
Oregon
$888K -$63.6K -1,278 -7%
CWAF
172
Core Wealth Advisors (Florida)
Florida
$881K +$18.9K +381 +2%
AFP
173
Ausdal Financial Partners
Iowa
$876K +$266K +5,342 +44%
WMG
174
WESCAP Management Group
California
$859K -$32.2K -647 -4%
KDA
175
Kraft Davis & Associates
Missouri
$847K +$413K +8,308 +95%
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