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Vanguard Ultra-Short Bond ETF
VUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
176
Outlook Wealth Advisors
Texas
$1.1M -$50 -1 -0%
CWAF
177
Core Wealth Advisors (Florida)
Florida
$1.06M +$299 +6 +0%
RCG
178
Regatta Capital Group
California
$1.05M +$61.6K +1,236 +6%
MCM
179
Manchester Capital Management
Vermont
$1.05M -$5.38K -108 -0.5%
TWC
180
TD Waterhouse Canada
Ontario, Canada
$1.03M – – –
WPC
181
Wedmont Private Capital
Pennsylvania
$1.02M +$1.02M +20,426 New
MSWMA
182
Market Street Wealth Management Advisors
Indiana
$979K +$376K +7,545 +63%
AF
183
Apexium Financial
Texas
$966K -$24.9K -500 -3%
MAM
184
Mainsail Asset Management
Alabama
$960K -$17K -342 -2%
EWA
185
EverSource Wealth Advisors
Alabama
$956K +$47K +944 +5%
BEI
186
Benjamin Edwards Inc
Missouri
$950K +$226K +4,531 +31%
EAM
187
Evanson Asset Management
California
$947K +$274K +5,502 +41%
ASN
188
Advisory Services Network
Georgia
$937K +$934K +18,744 New
CFS
189
CGC Financial Services
Oregon
$911K -$91K -1,827 -9%
ZF
190
Zhang Financial
Michigan
$899K -$5.93K -119 -0.7%
LPP
191
Life Planning Partners
Florida
$849K +$150K +3,007 +22%
GIA
192
Gladstone Institutional Advisory
Florida
$846K +$1.64K +33 +0.2%
NWM
193
Northwest Wealth Management
Iowa
$843K -$12.4K -249 -1%
MWA
194
Mills Wealth Advisors
Texas
$830K +$208K +4,179 +34%
FC
195
Family CFO
California
$821K +$243K +4,870 +42%
DWM
196
Daner Wealth Management
Georgia
$809K +$20.3K +407 +3%
RWM
197
Ruedi Wealth Management
Illinois
$803K -$10.4K -209 -1%
CTFG
198
Capstone Triton Financial Group
Oklahoma
$797K – – –
HWM
199
HB Wealth Management
Georgia
$793K -$450K -9,036 -36%
BCM
200
Brookstone Capital Management
Illinois
$788K +$119K +2,380 +18%
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