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VBIL

Vanguard 0-3 Month Treasury Bill ETF
VBIL

Name Holding Trade Value Shares
Change 		Change in
Stake
GPCM
176
Guardsman Private Capital Management
Florida
$782K +$783K +10,368 New
DAS
177
Diversify Advisory Services
Utah
$781K +$32.8K +434 +4%
GWM
178
GSB Wealth Management
Connecticut
$752K – – –
SDWIA
179
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$749K +$749K +9,925 New
WKWM
180
Walter & Keenan Wealth Management
Indiana
$744K +$744K +9,857 New
ARA
181
Approach Retirement Advisors
Alabama
$742K +$742K +9,832 New
CL
182
Choreo LLC
Illinois
$721K +$52.3K +693 +8%
BWP
183
Burling Wealth Partners
Illinois
$705K -$656K -8,689 -48%
CAG
184
Carroll Advisory Group
Texas
$688K +$689K +9,127 New
CA
185
Clune & Associates
Illinois
$673K +$674K +8,923 New
CPW
186
Catalyst Private Wealth
California
$663K -$113K -1,503 -15%
FWM
187
Focused Wealth Management
New York
$642K -$22.7M -300,114 -97%
RIS
188
Retirement Income Solutions
Michigan
$629K – – –
GFM
189
GEN Financial Management
Minnesota
$616K +$617K +8,168 New
TC
190
TAGStone Capital
North Carolina
$607K +$200K +2,656 +49%
BI
191
Beckerman Institutional
New Jersey
$566K – – –
PNAA
192
Pictet North America Advisors
Switzerland
$566K +$271K +3,590 +92%
TCP
193
TMB Capital Partners
Arkansas
$535K +$536K +7,095 New
PAG
194
Private Advisor Group
New Jersey
$534K -$265K -3,513 -33%
PIFP
195
Partners in Financial Planning
Virginia
$534K +$266K +3,520 +99%
BCP
196
Blackhawk Capital Partners
Wisconsin
$515K – – –
MWM
197
Modern Wealth Management
Kansas
$513K -$4.46M -59,142 -90%
PPC
198
Pennington Partners & Co
Maryland
$510K +$510K +6,760 New
MCIA
199
Mountain Capital Investment Advisors
Colorado
$504K +$503K +6,662 New
PCI
200
Planning Center Inc
Illinois
$495K -$45.9K -608 -8%
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8
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