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Vanguard Ultra-Short Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
176
Morgan Stanley
New York
$628K -$1.05M -21,161 -63%
BCM
177
Brasada Capital Management
Texas
$602K -$38.2K -772 -6%
PAG
178
Private Advisor Group
New Jersey
$590K -$678K -13,692 -53%
GAA
179
Global Assets Advisory
Florida
$588K +$1.43M +28,988 New
SIC
180
SJS Investment Consulting
Ohio
$576K -$52.7K -1,064 -8%
SA
181
SAM Advisors
California
$573K +$572K +11,557 New
LLWM
182
Life Line Wealth Management
California
$568K +$4.8K +97 +0.9%
SAM
183
SignalPoint Asset Management
Missouri
$558K +$558K +11,266 New
WIM
184
Warwick Investment Management
Texas
$553K +$553K +11,169 New
LNC
185
Lincoln National Corp
Pennsylvania
$552K +$551K +11,136 New
GA
186
Greenspring Advisors
Maryland
$548K +$44.9K +908 +9%
FP
187
Financial Perspectives
Minnesota
$546K
KP
188
Keel Point
Alabama
$541K +$2.47K +50 +0.5%
BSW
189
Buckingham Strategic Wealth
Missouri
$508K +$1.58K +32 +0.3%
BHWM
190
Beaird Harris Wealth Management
Texas
$485K
EF
191
Exeter Financial
Arizona
$469K +$60.4K +1,221 +15%
LWCFA
192
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$461K +$462K +9,330 New
AF
193
Apexium Financial
Texas
$460K -$9.9K -200 -2%
RVPG
194
Relative Value Partners Group
$449K -$146K -2,947 -25%
EH
195
Equitable Holdings
New York
$446K +$445K +8,996 New
BEW
196
Burton Enright Welch
California
$445K -$211K -4,258 -32%
CVA
197
Central Valley Advisors
California
$444K +$1.53K +31 +0.3%
IAN
198
Integrated Advisors Network
Texas
$439K +$438K +8,850 New
CAM
199
Cresset Asset Management
Illinois
$423K -$591K -11,940 -58%
PIMG
200
Patriot Investment Management Group
Tennessee
$415K +$80.4K +1,624 +24%