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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
501
Moody National Bank Trust Division
Texas
$274K – – –
BCM
502
Brookstone Capital Management
Illinois
$273K +$265K +4,598 New
MCWS
503
McKinley Carter Wealth Services
West Virginia
$272K -$33.4K -580 -11%
PA
504
PFG Advisors
Arizona
$271K -$119K -2,068 -31%
BHWM
505
Beaird Harris Wealth Management
Texas
$271K +$263K +4,562 New
CA
506
Clearstead Advisors
Ohio
$270K – – –
C
507
Covestor
United Kingdom
$269K +$17.1K +297 +7%
OC
508
Opinicus Capital
Florida
$269K +$261K +4,527 New
AC
509
Anson Capital
Georgia
$266K +$259K +4,498 New
MBT
510
Montecito Bank & Trust
California
$266K +$259K +4,485 New
DWM
511
Drive Wealth Management
Utah
$261K -$3.92K -68 -2%
SHJ
512
Sharkey, Howes & Javer
Colorado
$260K -$358K -6,218 -59%
CSWG
513
Cardinal Strategic Wealth Guidance
Kentucky
$260K – – –
DCM
514
Davidson Capital Management
Texas
$258K +$251K +4,351 New
FWM
515
Focused Wealth Management
New York
$256K -$634 -11 -0.3%
LA
516
Latitude Advisors
Florida
$256K -$9.22K -160 -4%
CWP
517
Core Wealth Partners
California
$255K -$164K -2,853 -40%
MW
518
Marks Wealth
Maryland
$252K +$245K +4,251 New
WJA
519
Willis Johnson & Associates
Texas
$251K -$1.58M -27,349 -87%
ATI
520
ARK & TLK Investments
Oklahoma
$250K +$242K +4,206 New
MAM
521
McLean Asset Management
Virginia
$249K +$12.7K +221 +6%
FWP
522
Falcon Wealth Planning
California
$246K +$9.97K +173 +4%
LAS
523
Lloyd Advisory Services
Georgia
$244K +$237K +4,105 New
CSPIA
524
Cary Street Partners Investment Advisory
Virginia
$242K -$5.71K -99 -2%
CCP
525
Carmel Capital Partners
California
$242K +$25.8K +448 +12%
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