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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
451
GeoWealth Management
Illinois
$426K -$48.9K -849 -11%
CA
452
Claris Advisors
Missouri
$425K +$413K +7,165 New
PFG
453
Peterson Financial Group
Iowa
$419K +$43.4K +753 +12%
SFA
454
Source Financial Advisors
New York
$417K -$10.9K -189 -3%
HA
455
HC Advisors
Georgia
$409K
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$409K -$25.2K -438 -6%
BCP
457
Berkeley Capital Partners
Georgia
$403K +$391K +6,790 New
EW
458
Evoke Wealth
California
$395K -$12.8M -221,868 -97%
MMA
459
Miracle Mile Advisors
California
$394K -$87.1K -1,511 -19%
AWM
460
Aries Wealth Management
Maine
$394K +$58.6K +1,017 +18%
EWA
461
Exencial Wealth Advisors
Oklahoma
$382K +$47.9K +831 +15%
Prudential Financial
462
Prudential Financial
New Jersey
$381K +$63.7K +1,106 +21%
WIA
463
World Investment Advisors
California
$378K +$8.24K +143 +2%
IWA
464
IVC Wealth Advisors
Pennsylvania
$374K +$1.67K +29 +0.5%
SAI
465
Savvy Advisors Inc
New York
$366K +$356K +6,168 New
CA
466
CoreCap Advisors
Michigan
$366K +$37.6K +652 +12%
CPA
467
Clear Point Advisors
New York
$364K +$354K +6,140 New
KOC
468
Koss-Olinger Consulting
Florida
$364K +$1.44K +25 +0.4%
WAS
469
Winch Advisory Services
Wisconsin
$360K +$342K +5,942 +4,401%
UCB
470
United Community Bank
South Carolina
$350K +$10.4K +181 +3%
FHA
471
Flagship Harbor Advisors
Massachusetts
$349K +$22.2K +385 +7%
NPT
472
National Philanthropic Trust
Pennsylvania
$348K +$338K +5,865 New
SSWM
473
Strait & Sound Wealth Management
California
$348K -$34.9K -605 -9%
SIA
474
Soltis Investment Advisors
Utah
$345K +$335K +5,813 New
CIA
475
Compass Ion Advisors
Pennsylvania
$342K -$10.5K -183 -3%