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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
276
Columbus Macro
Pennsylvania
$243K
PCA
277
Personal Capital Advisors
California
$241K +$744 +11 +0.3%
THWM
278
Taylor Hoffman Wealth Management
Virginia
$241K +$240K +3,550 New
Fidelity Investments
279
Fidelity Investments
Massachusetts
$240K +$10.6K +157 +5%
EWA
280
Exencial Wealth Advisors
Oklahoma
$230K
GWM
281
Gray Wealth Management
Maine
$228K -$9.61K -142 -4%
PWM
282
Perigon Wealth Management
California
$225K -$134K -1,981 -37%
MWM
283
Modera Wealth Management
New Jersey
$222K
IFG
284
Independent Financial Group
California
$217K +$8.05K +119 +4%
BI
285
Berkeley Inc
Idaho
$214K +$214K +3,162 New
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$213K +$33.5K +495 +19%
Jones Financial Companies
287
Jones Financial Companies
Missouri
$211K
GP
288
Greenline Partners
New York
$205K
SWA
289
SFMG Wealth Advisors
Texas
$204K +$203K +3,005 New
RIA
290
Regal Investment Advisors
Michigan
$204K +$204K +3,007 New
CFB
291
Cullen/Frost Bankers
Texas
$204K +$204K +3,010 New
CSWG
292
Cardinal Strategic Wealth Guidance
Kentucky
$203K +$203K +2,998 New
PB
293
Pinnacle Bancorp
Nebraska
$198K +$175K +2,583 +755%
BCP
294
Blue Chip Partners
Michigan
$187K
MM
295
Main Management
California
$183K
LS
296
Leelyn Smith
Illinois
$145K
AIP
297
Ameritas Investment Partners
Nebraska
$145K +$84.6K +1,250 +139%
FNBOSM
298
First National Bank of South Miami
Florida
$136K +$135K +2,002 New
ASN
299
Advisory Services Network
Georgia
$128K +$128K +1,884 New
SMA
300
Sage Mountain Advisors
Georgia
$122K