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Vanguard Ultra-Short Bond ETF
VUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
151
Evergreen Wealth Management
Michigan
$2.32M +$296K +5,934 +15%
HAS
152
HBW Advisory Services
California
$2.26M +$106K +2,118 +5%
SIM
153
Summitas Investment Management
Texas
$2.22M +$2.22M +44,529 New
TCM
154
TD Capital Management
Tennessee
$2.21M -$551K -11,045 -20%
HWM
155
HB Wealth Management
Georgia
$2.21M +$1.42M +28,405 +179%
TWCA
156
Two West Capital Advisors
Kansas
$2.2M +$184K +3,690 +9%
CCA
157
Clearwater Capital Advisors
Illinois
$2.2M +$219K +4,382 +11%
ARA
158
Approach Retirement Advisors
Alabama
$2.09M +$2.09M +41,889 New
SIS
159
Strategic Investment Solutions
Illinois
$2.09M +$115K +2,303 +6%
MPIA
160
Mountain Pacific Investment Advisers
Idaho
$2.09M -$201K -4,040 -9%
ZF
161
Zhang Financial
Michigan
$2.06M +$1.17M +23,433 +130%
RFP
162
Root Financial Partners
California
$2.05M +$426K +8,538 +26%
WWA
163
Wingate Wealth Advisors
Massachusetts
$2.05M +$195K +3,907 +11%
SI
164
Stirlingshire Investments
New York
$2.04M +$2.04M +40,930 New
LSL
165
Legacy Solutions LLC
Pennsylvania
$1.98M +$412K +8,264 +26%
CFGF
166
Compass Financial Group (Florida)
Florida
$1.97M -$112K -2,246 -5%
VT
167
Vise Technologies
New York
$1.93M +$1.5M +30,165 +354%
STFP
168
Signal Tree Financial Partners
Ohio
$1.9M +$105K +2,099 +6%
OC
169
Oppenheimer & Co
New York
$1.85M +$226K +4,531 +14%
BAM
170
Belpointe Asset Management
Nevada
$1.78M +$413K +8,281 +30%
CFA
171
Camarda Financial Advisors
Florida
$1.78M -$83.5K -1,675 -4%
FHA
172
Flagship Harbor Advisors
Massachusetts
$1.76M -$41.1K -825 -2%
DWP
173
Daymark Wealth Partners
Ohio
$1.71M -$19.9K -400 -1%
BFO
174
Boston Family Office
Massachusetts
$1.68M -$436K -8,749 -21%
MCM
175
MontVue Capital Management
Virginia
$1.66M -$80.4K -1,613 -5%
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