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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
401
Lincoln National Corp
Pennsylvania
$356K -$14.4K -248 -4%
OLVIG
402
Oliver Lagore Vanvalin Investment Group
Michigan
$356K -$651K -11,230 -64%
WIA
403
World Investment Advisors
California
$356K -$7.65K -132 -2%
KOC
404
Koss-Olinger Consulting
Florida
$350K
WOSD
405
WFA of San Diego
California
$346K -$12.6K -217 -3%
UWPG
406
Ullmann Wealth Partners Group
Florida
$345K -$32K -552 -8%
APS
407
American Planning Services
Florida
$341K -$272K -4,696 -44%
CIA
408
Compass Ion Advisors
Pennsylvania
$340K +$345K +5,955 New
CAG
409
Crestwood Advisors Group
Massachusetts
$337K +$342K +5,891 New
HWM
410
Heirloom Wealth Management
Colorado
$333K +$46.6K +804 +16%
CLG
411
Cooperman Leon G
$327K
UCB
412
United Community Bank
South Carolina
$327K +$332K +5,720 New
PFS
413
Prospera Financial Services
Texas
$321K +$61.8K +1,066 +23%
EWA
414
Exencial Wealth Advisors
Oklahoma
$320K +$5.04K +87 +2%
AWM
415
Aries Wealth Management
Maine
$320K +$3.48K +60 +1%
SJL
416
Shayne & Jacobs LLC
Tennessee
$317K +$322K +5,550 New
CA
417
CoreCap Advisors
Michigan
$315K +$60K +1,035 +23%
FHA
418
Flagship Harbor Advisors
Massachusetts
$314K -$293K -5,052 -48%
CL
419
Choreo LLC
Illinois
$308K -$165K -2,838 -34%
RIM
420
Rockbridge Investment Management
New York
$303K +$116 +2 +0%
Prudential Financial
421
Prudential Financial
New Jersey
$303K +$22K +380 +8%
GJIA
422
Glass Jacobson Investment Advisors
Maryland
$303K +$145K +2,505 +89%
CG
423
Colony Group
Massachusetts
$299K +$303K +5,234 New
AAS
424
Avantax Advisory Services
Texas
$298K -$41.6K -717 -12%
MCWS
425
McKinley Carter Wealth Services
West Virginia
$296K