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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Aries Wealth Management
Maine
$572K +$573K +9,359 New
FFG
252
Fullen Financial Group
Ohio
$564K +$1.41K +23 +0.3%
LPT
253
Legacy Private Trust
Wisconsin
$559K -$2.74M -44,803 -83%
CT
254
Cambridge Trust
Massachusetts
$557K +$392K +6,409 +238%
JTWM
255
Jackson Thornton Wealth Management
Alabama
$545K +$43.2K +705 +9%
VAS
256
Vestmark Advisory Solutions
Massachusetts
$542K -$4.84K -79 -0.9%
CPA
257
Capital Performance Advisors
California
$534K -$18.6K -304 -3%
WOSD
258
WFA of San Diego
California
$532K
OPS
259
Orion Portfolio Solutions
Nebraska
$524K -$223K -3,639 -30%
LA
260
Latitude Advisors
Florida
$523K -$1.22M -19,925 -70%
WIA
261
World Investment Advisors
California
$517K -$2.08M -33,919 -80%
William Blair & Company
262
William Blair & Company
Illinois
$489K +$122K +1,988 +33%
AR
263
Apeiron RIA
Texas
$485K -$4.35K -71 -1%
RWIA
264
Roger Wittlin Investment Advisory
California
$474K +$1.53K +25 +0.3%
TCOV
265
Trust Company of Vermont
Vermont
$474K +$475K +7,753 New
GG
266
GenWealth Group
New Jersey
$470K
SFM
267
Signet Financial Management
New Jersey
$470K +$149K +2,432 +46%
JBA
268
Johnson Bixby & Associates
Washington
$459K +$249K +4,065 +118%
IFWM
269
Institute for Wealth Management
Colorado
$459K +$459K +7,500 New
NL
270
NWAM LLC
Washington
$448K -$116K -1,893 -21%
SGI
271
Summit Global Investments
Utah
$445K -$5.48M -89,528 -92%
RC
272
RegentAtlantic Capital
New Jersey
$438K -$76K -1,242 -15%
VIA
273
Vident Investment Advisory
Georgia
$435K +$436K +7,120 New
PFG
274
Peterson Financial Group
Iowa
$433K -$68.2K -1,113 -14%
Betterment LLC
275
Betterment LLC
New York
$430K -$23.3K -380 -5%