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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
Aries Wealth Management
Maine
$724K +$335K +5,711 +86%
CIA
402
Concurrent Investment Advisors
Florida
$710K -$1.09M -18,546 -60%
SOAG
403
Silver Oak Advisory Group
Oregon
$709K +$494K +8,420 +229%
FNWM
404
Financial Network Wealth Management
Utah
$705K -$3.29K -56 -0.5%
SJL
405
Shayne & Jacobs LLC
Tennessee
$704K +$375K +6,385 +113%
SW
406
SkyOak Wealth
Michigan
$696K -$12.5K -213 -2%
LFA
407
Lauterbach Financial Advisors
Texas
$687K +$76.7K +1,307 +13%
CAM
408
Chandler Asset Management
California
$680K +$62.5K +1,065 +10%
WHCI
409
W.H. Cornerstone Investments
Massachusetts
$680K +$352 +6 +0.1%
ECM
410
Evergreen Capital Management
Washington
$665K +$9.8K +167 +1%
ZIC
411
ZWJ Investment Counsel
Georgia
$665K +$8.04K +137 +1%
BFO
412
Boston Family Office
Massachusetts
$665K -$44K -750 -6%
NA
413
NewEdge Advisors
Louisiana
$659K +$84.6K +1,442 +15%
OA
414
Operose Advisors
Wisconsin
$656K +$657K +11,197 New
ODIJL
415
One Day In July LLC
Vermont
$655K -$145K -2,463 -18%
GC
416
Gilbert & Cook
Iowa
$639K -$74.5K -1,270 -10%
CCA
417
Clarity Capital Advisors
Florida
$632K +$634K +10,800 New
ML
418
McAdam LLC
Pennsylvania
$632K +$8.68K +148 +1%
NL
419
NWAM LLC
Washington
$629K -$73.5K -1,252 -10%
ZF
420
Zhang Financial
Michigan
$627K – – –
FFB
421
First Financial Bankshares
Texas
$618K -$2.63M -44,874 -81%
SWP
422
Stratos Wealth Partners
Ohio
$608K +$11.7K +200 +2%
CPIG
423
Chicago Partners Investment Group
Illinois
$604K -$35.1K -599 -5%
CBFP
424
Cedar Brook Financial Partners
Ohio
$582K +$3.11K +53 +0.5%
BHPW
425
Beverly Hills Private Wealth
California
$577K +$578K +9,847 New
15 16
17
18 19