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Vanguard Ultra-Short Bond ETF
VUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
176
Cardiff Park Advisors
California
$842K +$1.19K +24 +0.1%
GIA
177
Gladstone Institutional Advisory
Florida
$840K -$11.7K -235 -1%
KPWS
178
Kestra Private Wealth Services
Texas
$838K +$13.7K +275 +2%
FPAS
179
Focus Partners Advisor Solutions
Missouri
$834K -$80K -1,609 -9%
NWM
180
Northwest Wealth Management
Iowa
$834K -$80K -1,609 -9%
KPP
181
Kings Path Partners
Texas
$816K +$498K +10,008 +158%
RWM
182
Ruedi Wealth Management
Illinois
$802K +$6.37K +128 +0.8%
BCM
183
Brookstone Capital Management
Illinois
$777K +$775K +15,580 New
SCM
184
SOL Capital Management
Maryland
$775K -$104K -2,100 -12%
MWA
185
Mills Wealth Advisors
Texas
$774K -$1.09M -21,971 -59%
AAS
186
Ameritas Advisory Services
Nebraska
$771K -$315K -6,332 -29%
NC
187
Napatree Capital
Rhode Island
$759K – – –
CFGSD
188
Compass Financial Group (South Dakota)
South Dakota
$745K -$14.6K -294 -2%
LPP
189
Life Planning Partners
Florida
$716K -$16K -322 -2%
TC
190
TAGStone Capital
North Carolina
$699K -$2.45M -49,177 -78%
BCWM
191
Bartlett & Co Wealth Management
Ohio
$697K – – –
GCA
192
Gradient Capital Advisors
California
$689K +$149K +2,995 +28%
CIC
193
Cutler Investment Counsel
Oregon
$686K – – –
BCA
194
Ballentine Capital Advisors
South Carolina
$676K -$207K -4,159 -23%
FFA
195
Farther Finance Advisors
California
$670K +$239K +4,805 +55%
PIMG
196
Patriot Investment Management Group
Tennessee
$666K -$4.77K -96 -0.7%
WA
197
WBH Advisory
Maryland
$664K +$51.8K +1,041 +8%
EF
198
Exeter Financial
Arizona
$654K -$39.1K -787 -6%
GS
199
GWN Securities
Florida
$634K +$633K +12,722 New
LA
200
Latitude Advisors
Florida
$634K -$54.7K -1,099 -8%
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