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Vanguard Ultra-Short Bond ETF
VUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
176
Portfolio Solutions
Michigan
$298K +$299K +6,066 New
BWM
177
BlackDiamond Wealth Management
New York
$294K -$20.2K -409 -6%
TSS
178
Two Sigma Securities
New York
$274K +$275K +5,578 New
CCM
179
Coldstream Capital Management
Washington
$272K -$21.9K -445 -7%
BCP
180
Berkeley Capital Partners
Georgia
$265K +$2.56K +52 +1%
WMG
181
WESCAP Management Group
California
$250K -$357K -7,249 -59%
EWA
182
Exencial Wealth Advisors
Oklahoma
$249K -$91.8K -1,862 -27%
EHC
183
Everett Harris & Co
California
$248K -$616K -12,500 -71%
HL
184
HeadInvest LLC
Maine
$246K – – –
SFA
185
Sequoia Financial Advisors
Ohio
$246K – – –
TWP
186
TFO Wealth Partners
Ohio
$245K -$340K -6,897 -58%
MBT
187
Montecito Bank & Trust
California
$239K +$240K +4,863 New
RI
188
Rinkey Investments
California
$239K +$240K +4,866 New
BRWM
189
B. Riley Wealth Management
Tennessee
$221K -$74K -1,500 -25%
CAWM
190
Capital Advisors Wealth Management
Washington
$221K – – –
CYG
191
Clean Yield Group
Vermont
$211K +$212K +4,295 New
MA
192
MAS Advisors
Florida
$209K – – –
NA
193
NewEdge Advisors
Louisiana
$209K +$210K +4,250 New
DC
194
Darrow Company
Massachusetts
$188K +$189K +3,841 New
AF
195
Allworth Financial
California
$165K -$46.1K -936 -22%
SJIA
196
St. James Investment Advisors
New York
$150K +$151K +3,054 New
APA
197
American Portfolios Advisors
New York
$124K +$35.2K +714 +39%
TFM
198
TFC Financial Management
Massachusetts
$120K +$120K +2,430 New
CWP
199
Concord Wealth Partners
Virginia
$99K +$99.1K +2,010 New
CB
200
Community Bank
New York
$98K – – –
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