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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
351
InTrack Investment Management
Vermont
$547K -$187K -3,225 -25%
Corient Private Wealth
352
Corient Private Wealth
Florida
$540K -$111K -1,910 -17%
CPIG
353
Chicago Partners Investment Group
Illinois
$509K +$521K +8,994 New
FAT
354
First American Trust
California
$500K -$201K -3,464 -28%
BOSSRA
355
B.O.S.S. Retirement Advisors
Utah
$493K +$40.2K +693 +9%
JBA
356
Johnson Bixby & Associates
Washington
$480K +$31.2K +538 +7%
CIAS
357
CFS Investment Advisory Services
New Jersey
$479K +$159K +2,737 +49%
AWA
358
Arete Wealth Advisors
Illinois
$478K -$277K -4,777 -36%
SFS
359
Strategic Financial Services
New York
$475K -$19.2M -332,012 -98%
AssetMark Inc
360
AssetMark Inc
California
$474K -$7.59K -131 -2%
EWA
361
Evolution Wealth Advisors
Florida
$471K
KWA
362
Kingswood Wealth Advisors
California
$470K +$477K +8,225 New
MPW
363
MGO Private Wealth
California
$467K +$117K +2,025 +33%
MMA
364
Miracle Mile Advisors
California
$466K -$1.18M -20,343 -71%
EFG
365
Ethos Financial Group
Pennsylvania
$463K +$64.9K +1,120 +16%
HPA
366
High Probability Advisors
New York
$462K +$469K +8,088 New
GM
367
GeoWealth Management
Illinois
$459K -$71.2K -1,228 -13%
FFM
368
Flagstone Financial Management
Nebraska
$459K +$45.2K +780 +11%
RWIA
369
Roger Wittlin Investment Advisory
California
$457K +$3.13K +54 +0.7%
TSA
370
Tri-Star Advisors
Texas
$453K
RP
371
Riverwater Partners
Wisconsin
$452K +$458K +7,905 New
AAG
372
Armstrong Advisory Group
Massachusetts
$431K +$281K +4,851 +180%
FFN
373
Focus Financial Network
Minnesota
$429K -$50.2K -866 -10%
SC
374
Sinecera Capital
Texas
$421K
S
375
SignatureFD
Georgia
$420K +$63.9K +1,102 +18%