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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
401
SigFig Wealth Management
California
$2.96M +$1.23M +20,849 +71%
PWMAG
402
Pinnacle Wealth Management Advisory Group
New Jersey
$2.93M +$27.8K +471 +1%
OA
403
Oasis Advisors
Iowa
$2.93M -$44M -745,333 -94%
OFG
404
Orcam Financial Group
California
$2.89M +$404K +6,835 +16%
BCWM
405
Bartlett & Co Wealth Management
Ohio
$2.83M +$112K +1,889 +4%
FT
406
Fiduciary Trust
Massachusetts
$2.78M +$150K +2,532 +6%
PB
407
Pinnacle Bancorp
Nebraska
$2.75M +$39.8K +674 +1%
NWM
408
Nolet Wealth Management
Texas
$2.72M -$1.04M -17,572 -28%
SJL
409
Shayne & Jacobs LLC
Tennessee
$2.71M +$441K +7,470 +19%
PCM
410
Parsons Capital Management
Rhode Island
$2.71M +$1.16M +19,576 +74%
TCG
411
Transcendent Capital Group
Oklahoma
$2.68M +$122K +2,068 +5%
E
412
Evansbrook
Illinois
$2.58M – – –
MYIA
413
Mount Yale Investment Advisors
Colorado
$2.57M -$128K -2,164 -5%
VAS
414
Vestmark Advisory Solutions
Massachusetts
$2.57M -$128K -2,163 -5%
WH
415
Whitcomb & Hess
Ohio
$2.53M +$21.3K +361 +0.8%
CCAM
416
Cascades Capital Asset Management
North Carolina
$2.51M +$243K +4,119 +11%
OP
417
Oath Planning
Oklahoma
$2.5M +$170K +2,875 +7%
CA
418
Clearstead Advisors
Ohio
$2.47M +$2.44M +41,245 +6,536%
MWM
419
McCartney Wealth Management
Missouri
$2.47M +$56.2K +952 +2%
OBWG
420
Onyx Bridge Wealth Group
New York
$2.46M -$1.97M -33,368 -44%
KWM
421
Kassira Wealth Management
Tennessee
$2.42M +$166K +2,813 +7%
LWM
422
LJI Wealth Management
Indiana
$2.4M -$280K -4,741 -10%
SI
423
Stirlingshire Investments
New York
$2.39M -$54K -914 -2%
WFS
424
Walker Financial Services
Kentucky
$2.37M -$482K -8,157 -17%
LW
425
Lauer Wealth
Indiana
$2.37M -$3.87M -65,531 -62%
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