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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
426
CWA Asset Management Group
Florida
$292K +$297K +5,117 New
PFA
427
Pathway Financial Advisors
Vermont
$292K +$296K +5,114 New
GWM
428
Gray Wealth Management
Maine
$289K – – –
FCI
429
Financial Counselors Inc
Kansas
$287K +$291K +5,021 New
USCWA
430
U.S. Capital Wealth Advisors
Texas
$281K -$292K -5,042 -51%
DADC
431
D.A. Davidson & Co
Montana
$280K -$35.5K -613 -11%
WP
432
WealthShield Partners
North Carolina
$280K -$189K -3,254 -40%
FCA
433
FinTrust Capital Advisors
South Carolina
$277K -$4.17K -72 -1%
GG
434
GenWealth Group
New Jersey
$275K -$166K -2,864 -37%
SC
435
Schoolcraft Capital
Colorado
$274K – – –
GPA
436
Guidance Point Advisors
Massachusetts
$270K +$11.8K +204 +5%
HCM
437
HMS Capital Management
Tennessee
$268K +$272K +4,687 New
MNBTD
438
Moody National Bank Trust Division
Texas
$264K – – –
CA
439
Clearstead Advisors
Ohio
$260K -$2.49K -43 -0.9%
CC
440
Cypress Capital
Tennessee
$259K -$111K -1,907 -30%
DWM
441
Drive Wealth Management
Utah
$256K -$28.5K -492 -10%
LA
442
Latitude Advisors
Florida
$256K +$6.2K +107 +2%
CSWG
443
Cardinal Strategic Wealth Guidance
Kentucky
$251K – – –
FWM
444
Focused Wealth Management
New York
$247K -$13.3K -229 -5%
PPW
445
Parcion Private Wealth
Washington
$246K +$250K +4,312 New
PCI
446
Planning Center Inc
Illinois
$242K – – –
C
447
Covestor
United Kingdom
$242K +$110K +1,899 +81%
OP
448
ORG Partners
Indiana
$241K -$25.4M -438,571 -99%
MCCA
449
Mill Creek Capital Advisors
Pennsylvania
$240K -$653K -11,264 -73%
CSPIA
450
Cary Street Partners Investment Advisory
Virginia
$239K +$1.85K +32 +0.8%
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18
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