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Vanguard Ultra-Short Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
SOL Capital Management
Maryland
$761K
WMG
202
WESCAP Management Group
California
$756K -$65K -1,304 -8%
FF
203
Financial Futures
New Jersey
$747K +$272K +5,462 +58%
NA
204
NewEdge Advisors
Louisiana
$735K +$50.5K +1,013 +7%
RA
205
RFG Advisory
Alabama
$720K +$98.8K +1,982 +16%
CFGSD
206
Compass Financial Group (South Dakota)
South Dakota
$720K -$79.4K -1,593 -10%
EF
207
Exeter Financial
Arizona
$713K +$44.2K +887 +7%
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$713K +$24.8K +498 +4%
XPN
209
XY Planning Network
Montana
$706K
Morgan Stanley
210
Morgan Stanley
New York
$668K +$104K +2,080 +18%
Bank of New York Mellon
211
Bank of New York Mellon
New York
$664K -$12.4M -248,312 -95%
RHIG
212
R.H. Investment Group
Arizona
$645K +$643K +12,900 New
LWA
213
LifeGoal Wealth Advisors
New York
$643K +$641K +12,871 New
LA
214
Latitude Advisors
Florida
$637K +$997 +20 +0.2%
BCA
215
Ballentine Capital Advisors
South Carolina
$637K +$97.8K +1,963 +18%
BCWM
216
Bartlett & Co Wealth Management
Ohio
$629K -$69.8K -1,400 -10%
WHCFA
217
William Howard & Co Financial Advisors
Tennessee
$624K
TWP
218
TFO Wealth Partners
Ohio
$619K +$617K +12,383 New
LLWM
219
Life Line Wealth Management
California
$618K +$7.08K +142 +1%
CKAIS
220
Christensen King & Associates Investment Services
Washington
$612K +$125K +2,513 +26%
GCA
221
Gradient Capital Advisors
California
$611K -$10.7K -215 -2%
PIMG
222
Patriot Investment Management Group
Tennessee
$591K -$39.1K -784 -6%
PSCM
223
Per Stirling Capital Management
Texas
$590K -$12.2K -244 -2%
WA
224
WBH Advisory
Maryland
$579K -$50.6K -1,015 -8%
HI
225
Harbour Investments
Wisconsin
$577K +$318K +6,381 +124%