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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPFP
326
Clear Perspectives Financial Planning
Ohio
$37K -$2.71K -40 -7%
APC
327
Aspire Private Capital
North Carolina
$37K +$9K +133 +33%
AWMS
328
Advocacy Wealth Management Services
Georgia
$35K – – –
GI
329
Gradient Investments
Minnesota
$34K +$10.6K +156 +45%
SSB
330
Sandy Spring Bank
Maryland
$33K -$59.2K -875 -65%
PA
331
Parallel Advisors
California
$30K -$36.9K -545 -55%
RFA
332
Reilly Financial Advisors
California
$27K – – –
ACA
333
Atlas Capital Advisors
Wyoming
$26.9K – – –
HWMA
334
Heritage Wealth Management (Arizona)
Arizona
$26K -$2.64K -39 -9%
CMBA
335
C.M. Bidwell & Associates
Hawaii
$24K +$14.6K +215 +159%
FWP
336
FAS Wealth Partners
Kansas
$21K -$1.9K -28 -8%
LWP
337
Lumature Wealth Partners
Georgia
$17K -$42.3K -625 -72%
EW
338
Evoke Wealth
California
$17K – – –
HI
339
Hudock Inc
Pennsylvania
$15K -$1.35K -20 -8%
S
340
SignatureFD
Georgia
$13K – – –
SFP
341
Sterling Financial Planning
New Jersey
$13K – – –
SQA
342
Simon Quick Advisors
New Jersey
$11K +$11.6K +171 New
NFSG
343
Newbridge Financial Services Group
Florida
$10K – – –
JCM
344
Jacobi Capital Management
Pennsylvania
$10K +$10K +148 New
BFC
345
Bedel Financial Consulting
Indiana
$9K – – –
EIP
346
Ellis Investment Partners
Pennsylvania
$8K – – –
TFA
347
Toth Financial Advisory
Virginia
$7K – – –
CFA
348
Carroll Financial Associates
North Carolina
$6K – – –
RG
349
Retirement Group
California
$5K – – –
BU
350
BBVA USA
Alabama
$5K +$4.8K +71 New
12 13
14
15 16