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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
326
TD Private Client Wealth
New York
$4.34M +$119K +1,989 +3%
AIM
327
Alhambra Investment Management
Florida
$4.34M +$266K +4,436 +6%
ASN
328
Advisory Services Network
Georgia
$4.27M +$1.08M +18,035 +34%
MFG
329
Merit Financial Group
Georgia
$4.25M +$1.18M +19,632 +38%
BW
330
Balance Wealth
Ohio
$4.22M +$82.3K +1,374 +2%
AI
331
Auour Investments
Massachusetts
$4.21M +$65.8K +1,098 +2%
AG
332
AlTi Global
New York
$4.21M – – –
NB
333
Nicolet Bankshares
Wisconsin
$4.21M +$4.25M +70,946 New
HPBT
334
Hickory Point Bank & Trust
Illinois
$4.21M +$413K +6,895 +11%
SW
335
StrongBox Wealth
Missouri
$4.19M -$834K -13,923 -17%
GA
336
Greenspring Advisors
Maryland
$4.19M +$324K +5,403 +8%
PB
337
Prime Buchholz
New Hampshire
$4.15M +$901K +15,040 +28%
KAM
338
KEB Asset Management
Illinois
$4.14M +$958K +15,998 +30%
BTWM
339
Baker Tilly Wealth Management
Wisconsin
$4.12M +$457K +7,631 +12%
KPWS
340
Kestra Private Wealth Services
Texas
$4.09M +$1.13M +18,849 +38%
Betterment LLC
341
Betterment LLC
New York
$4.09M +$471K +7,868 +13%
MIM
342
Morningstar Investment Management
Illinois
$4.08M +$31.3K +522 +0.8%
IAA
343
Independent Advisor Alliance
North Carolina
$4.08M +$452K +7,546 +12%
G
344
GenTrust
Florida
$4.07M -$782K -13,053 -16%
SW
345
SMART Wealth
Nebraska
$4.05M +$300K +5,012 +8%
EWP
346
Evergreen Wealth Partners
Montana
$4.03M +$4.05M +67,659 New
FVWA
347
Foster Victor Wealth Advisors
South Carolina
$4.02M +$183K +3,053 +5%
FPF
348
First Pacific Financial
Washington
$4M +$3.96M +66,141 +6,153%
FM
349
Foster & Motley
Ohio
$3.97M -$52.5K -876 -1%
LIM
350
Leavell Investment Management
Alabama
$3.97M +$190K +3,170 +5%