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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Avantax Advisory Services
Texas
$303K +$3K +49 +1%
CA
302
CoreCap Advisors
Michigan
$301K +$32.6K +533 +12%
OWM
303
OneAscent Wealth Management
Alabama
$300K -$18.3M -298,681 -98%
MWM
304
Mascoma Wealth Management
New Hampshire
$300K +$227K +3,708 +312%
SIS
305
Sound Income Strategies
Florida
$299K -$43.4K -709 -13%
RW
306
REDW Wealth
New Mexico
$299K +$300K +4,894 New
AssetMark Inc
307
AssetMark Inc
California
$297K +$297K +4,854 New
LNC
308
Lincoln National Corp
Pennsylvania
$293K -$570K -9,301 -66%
MWM
309
Maripau Wealth Management
Indiana
$292K -$11.4K -186 -4%
MW
310
Milestone Wealth
New York
$279K -$50.5K -825 -15%
FNBOSM
311
First National Bank of South Miami
Florida
$276K +$102K +1,672 +59%
UIA
312
UBP Investment Advisors
Switzerland
$270K
IFG
313
Independent Financial Group
California
$266K -$18.5K -302 -6%
1IA
314
1834 Investment Advisors
Wisconsin
$264K +$253K +4,136 +2,324%
MWM
315
Meridian Wealth Management
Kentucky
$260K +$260K +4,245 New
GPA
316
Guidance Point Advisors
Massachusetts
$258K -$43.8K -716 -14%
Bank of New York Mellon
317
Bank of New York Mellon
New York
$254K +$48.5K +792 +24%
CFD
318
Creative Financial Designs
Indiana
$251K +$184K +3,001 +272%
FWP
319
Falcon Wealth Planning
California
$243K
PD
320
Planning Directions
Pennsylvania
$240K -$2.16M -35,212 -90%
CAL
321
Capital Analysts LLC
Pennsylvania
$235K -$292K -4,775 -55%
SWP
322
Stratos Wealth Partners
Ohio
$229K -$219K -3,577 -49%
MA
323
Mutual Advisors
Nebraska
$229K +$229K +3,748 New
VVP
324
Venture Visionary Partners
Ohio
$227K -$20.8K -340 -8%
CM
325
Columbus Macro
Pennsylvania
$227K