We are live on ! Find out more
VGIT icon

Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
501
Wakefield Asset Management
Colorado
$745K +$738K +12,460 New
MT
502
Midwest Trust
Kansas
$737K +$729K +12,314 New
HFRG
503
Houlihan Financial Resource Group
Virginia
$733K – – –
CWM
504
Cornerstone Wealth Management
Missouri
$726K -$9K -152 -1%
KP
505
Keel Point
Alabama
$718K -$40.5K -684 -5%
WHCI
506
W.H. Cornerstone Investments
Massachusetts
$706K +$118 +2 +0%
TDWM
507
Topel & Distasi Wealth Management
California
$701K -$156K -2,638 -18%
CA
508
CoreCap Advisors
Michigan
$691K +$22.4K +378 +3%
ZIC
509
ZWJ Investment Counsel
Georgia
$688K -$67.9K -1,147 -9%
FYW
510
Future You Wealth
New York
$678K +$671K +11,341 New
TF
511
Tenon Financial
New Jersey
$665K – – –
HF
512
HRT Financial
New York
$660K +$654K +11,045 New
GIA
513
Gladstone Institutional Advisory
Florida
$655K +$51.3K +867 +9%
BW
514
BIP Wealth
Georgia
$653K +$113K +1,916 +21%
LWL
515
Leo Wealth LLC
Texas
$653K +$647K +10,924 New
FHC
516
First Heartland Consultants
Missouri
$650K +$643K +10,864 New
AW
517
Alteri Wealth
California
$649K +$11K +186 +2%
EI
518
Ethic Inc
New York
$647K -$1.05M -17,802 -62%
GCM
519
Gibraltar Capital Management
Oklahoma
$641K +$8.17K +138 +1%
ZF
520
Zhang Financial
Michigan
$641K -$355 -6 -0.1%
IWA
521
Icon Wealth Advisors
Texas
$640K – – –
DCM
522
Davidson Capital Management
Texas
$638K -$40.6K -686 -6%
AWP
523
Axis Wealth Partners
Rhode Island
$633K +$82.4K +1,392 +15%
EWA
524
Evolution Wealth Advisors
Florida
$625K – – –
TNB
525
Thomasville National Bank
Georgia
$620K – – –
19 20
21
22 23