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VBIL

Vanguard 0-3 Month Treasury Bill ETF
VBIL

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
251
NewEdge Advisors
Louisiana
$896K +$613K +8,106 +217%
EV
252
EJMK Ventures
Illinois
$896K +$894K +11,833 New
JE
253
Jacobs Equity
Utah
$891K +$890K +11,779 New
PWP
254
Parkwoods Wealth Partners
New York
$885K +$884K +11,697 New
CA
255
CWC Advisors
Oregon
$864K -$62.6K -829 -7%
PIFP
256
Partners in Financial Planning
Virginia
$851K +$55.5K +735 +7%
CWMGO
257
Capstone Wealth Management Group (Oregon)
Oregon
$831K +$830K +10,978 New
BC
258
Bulwark Capital
Florida
$817K +$816K +10,795 New
BFS
259
Baskin Financial Services
Ontario, Canada
$800K – – –
CSIC
260
Clifford Swan Investment Counsel
California
$787K – – –
SOS
261
Silver Oak Securities
Tennessee
$778K +$393K +5,197 +102%
BAM
262
Belpointe Asset Management
Nevada
$770K -$1.81M -23,892 -70%
AWE
263
Avidian Wealth Enterprises
Texas
$744K +$743K +9,836 New
EFG
264
Elm3 Financial Group
Georgia
$743K +$742K +9,820 New
CL
265
Choreo LLC
Illinois
$740K +$3.7K +49 +0.5%
CWM
266
Compass Wealth Management
Connecticut
$738K +$737K +9,748 New
TCP
267
TMB Capital Partners
Arkansas
$714K +$72.6K +961 +11%
IWC
268
Integrated Wealth Concepts
Massachusetts
$713K +$99.5K +1,317 +16%
EA
269
Emerald Advisors
Washington
$709K +$708K +9,363 New
ARA
270
Approach Retirement Advisors
Alabama
$701K -$19K -252 -3%
BHWM
271
Beaird Harris Wealth Management
Texas
$699K +$247K +3,270 +55%
FWM
272
Focused Wealth Management
New York
$689K -$13.5K -179 -2%
EL
273
Essex LLC
Illinois
$688K -$136K -1,799 -17%
RIS
274
Retirement Income Solutions
Michigan
$631K – – –
WFC
275
Western Financial Corp
California
$628K -$425K -5,625 -40%
9 10
11
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