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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
401
Kestra Private Wealth Services
Texas
$1.72M -$13.3K -222 -0.8%
AUB
402
Atlantic Union Bankshares
Virginia
$1.72M -$579K -9,690 -25%
KAM
403
KEB Asset Management
Illinois
$1.7M +$190K +3,190 +13%
DWS
404
Discipline Wealth Solutions
South Carolina
$1.69M +$1.68M +28,178 New
SLF
405
Sun Life Financial
Ontario, Canada
$1.66M -$8.84M -148,050 -84%
BCWM
406
Bartlett & Co Wealth Management
Ohio
$1.63M +$446K +7,471 +38%
WAM
407
Wakefield Asset Management
Colorado
$1.62M +$871K +14,587 +117%
SFS
408
Security Financial Services
Indiana
$1.6M +$1.59M +26,600 New
DADC
409
D.A. Davidson & Co
Montana
$1.59M +$250K +4,181 +19%
FA
410
Fagan Associates
New York
$1.59M +$5.55K +93 +0.4%
CCA
411
Clarity Capital Advisors
Florida
$1.58M +$144K +2,409 +10%
AI
412
AXS Investments
New York
$1.58M +$1.57M +26,322 New
PWP
413
Parkwoods Wealth Partners
New York
$1.56M +$1.23M +20,555 +378%
WFA
414
Wells Financial Advisors
Massachusetts
$1.56M -$57.3K -960 -4%
CFA
415
CWS Financial Advisors
Michigan
$1.56M +$593K +9,928 +62%
WCFA
416
Walkner Condon Financial Advisors
Wisconsin
$1.52M -$288K -4,817 -16%
HAIM
417
Hunter Associates Investment Management
Pennsylvania
$1.51M +$223K +3,738 +17%
CLG
418
Cooperman Leon G
$1.5M – – –
AP
419
Americana Partners
Texas
$1.5M +$88.7K +1,485 +6%
DWT
420
Dorsey & Whitney Trust
South Dakota
$1.49M -$1.61M -26,982 -52%
BAM
421
Belpointe Asset Management
Nevada
$1.47M -$157K -2,633 -10%
NL
422
NWAM LLC
Washington
$1.46M -$4.48K -75 -0.3%
PFS
423
Prospera Financial Services
Texas
$1.45M +$245K +4,110 +21%
SWM
424
SigFig Wealth Management
California
$1.43M +$4.12K +69 +0.3%
LFA
425
Lauterbach Financial Advisors
Texas
$1.43M +$386K +6,468 +37%
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17
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