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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
326
Strategic Blueprint
Georgia
$651K
PAS
327
Park Avenue Securities
New York
$631K +$642K +10,763 New
LFA
328
Lauterbach Financial Advisors
Texas
$626K -$254K -4,268 -29%
APS
329
American Planning Services
Florida
$625K -$18.6M -312,156 -97%
RIG
330
Ramiah Investment Group
Wisconsin
$619K -$65.5K -1,099 -9%
FHA
331
Flagship Harbor Advisors
Massachusetts
$619K -$437K -7,331 -41%
ODIJL
332
One Day In July LLC
Vermont
$616K +$31.7K +532 +5%
FA
333
FC Advisory
Pennsylvania
$615K +$50.6K +848 +9%
CAM
334
Chandler Asset Management
California
$609K
BTWM
335
Baker Tilly Wealth Management
Wisconsin
$609K -$410K -6,872 -40%
NL
336
NWAM LLC
Washington
$598K +$191K +3,210 +46%
USCWA
337
U.S. Capital Wealth Advisors
Texas
$585K -$235K -3,949 -28%
ML
338
McAdam LLC
Pennsylvania
$579K -$4.47K -75 -0.8%
GS
339
GTS Securities
Florida
$570K +$579K +9,714 New
GSEP
340
Golden State Equity Partners
California
$566K +$17.2K +288 +3%
Financial Engines Advisors
341
Financial Engines Advisors
California
$556K -$70K -1,174 -11%
Betterment LLC
342
Betterment LLC
New York
$545K -$197K -3,304 -26%
GM
343
GeoWealth Management
Illinois
$544K -$357K -5,996 -39%
SFA
344
Source Financial Advisors
New York
$544K -$357K -5,996 -39%
WCFA
345
Walkner Condon Financial Advisors
Wisconsin
$540K -$45.4K -762 -8%
SAG
346
SageView Advisory Group
California
$530K -$128K -2,151 -19%
DWT
347
Dorsey & Whitney Trust
South Dakota
$507K +$45.6K +765 +10%
Janus Henderson Group
348
Janus Henderson Group
$499K -$1.55M -25,916 -75%
AssetMark Inc
349
AssetMark Inc
California
$494K -$16.8M -280,969 -97%
FFN
350
Focus Financial Network
Minnesota
$491K -$5.9K -99 -1%