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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
501
Capital Planning Advisors
California
$276K – – –
DCM
502
Davidson Capital Management
Texas
$275K +$20.4K +347 +8%
CL
503
Choreo LLC
Illinois
$275K -$9.51K -162 -3%
RSA
504
River Street Advisors
Illinois
$272K +$272K +4,642 New
OC
505
Opinicus Capital
Florida
$271K +$6.45K +110 +2%
MNBTD
506
Moody National Bank Trust Division
Texas
$270K – – –
DC
507
Davenport & Co
Virginia
$269K +$65.7K +1,120 +32%
PA
508
PFG Advisors
Arizona
$268K -$59 -1 -0%
C
509
Covestor
United Kingdom
$266K – – –
UWPG
510
Ullmann Wealth Partners Group
Florida
$265K -$39.5K -674 -13%
SW
511
Schulz Wealth
Texas
$265K +$266K +4,526 New
GWM
512
Gray Wealth Management
Maine
$264K -$49.8K -848 -16%
SB
513
Strategic Blueprint
Georgia
$263K -$14K -239 -5%
CA
514
Clearstead Advisors
Ohio
$263K – – –
GFP
515
Gryphon Financial Partners
Ohio
$259K +$259K +4,420 New
BW
516
BIP Wealth
Georgia
$258K +$258K +4,399 New
EFN
517
Equita Financial Network
Pennsylvania
$257K +$257K +4,388 New
MCCP
518
Mission Creek Capital Partners
California
$256K -$332K -5,664 -56%
BHWM
519
Beaird Harris Wealth Management
Texas
$254K -$13.4K -229 -5%
LA
520
Latitude Advisors
Florida
$253K +$293 +5 +0.1%
SFA
521
Source Financial Advisors
New York
$251K -$160K -2,734 -39%
MSFS
522
Main Street Financial Solutions
Pennsylvania
$250K +$251K +4,274 New
DWM
523
Drive Wealth Management
Utah
$250K -$7.98K -136 -3%
AC
524
Anson Capital
Georgia
$249K -$14.1K -241 -5%
ATI
525
ARK & TLK Investments
Oklahoma
$246K – – –
19 20
21
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