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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
501
Laraway Financial Advisors
Minnesota
$759K -$2.98K -50 -0.4%
AWA
502
Arkadios Wealth Advisors
Georgia
$754K +$213K +3,559 +40%
US Bancorp
503
US Bancorp
Minnesota
$740K -$183K -3,073 -20%
CPIG
504
Chicago Partners Investment Group
Illinois
$737K +$300K +5,025 +70%
KP
505
Keel Point
Alabama
$721K +$299 +5 +0%
WWA
506
Wingate Wealth Advisors
Massachusetts
$716K +$339K +5,672 +91%
AW
507
Alteri Wealth
California
$715K +$63.6K +1,066 +10%
WHCI
508
W.H. Cornerstone Investments
Massachusetts
$715K +$6.51K +109 +0.9%
HP
509
Holistic Planning
Texas
$711K -$87.1K -1,458 -11%
IC
510
IEQ Capital
California
$695K -$869K -14,560 -56%
TDWM
511
Topel & Distasi Wealth Management
California
$694K -$9.79K -164 -1%
DI
512
Disciplined Investments
Oklahoma
$690K +$274K +4,591 +67%
ZIC
513
ZWJ Investment Counsel
Georgia
$688K -$2.93K -49 -0.4%
MT
514
Midwest Trust
Kansas
$687K -$51.8K -867 -7%
RSA
515
River Street Advisors
Illinois
$687K -$71.4K -1,196 -9%
AWP
516
Axis Wealth Partners
Rhode Island
$685K +$49.1K +823 +8%
PA
517
PFG Advisors
Arizona
$682K -$68.4K -1,145 -9%
PCM
518
Parsons Capital Management
Rhode Island
$672K +$231K +3,871 +53%
CG
519
Cynosure Group
Utah
$669K +$666K +11,152 New
PCWA
520
Pacific Capital Wealth Advisors
California
$667K +$247K +4,145 +60%
CFG
521
Carter Financial Group
Illinois
$666K -$125K -2,095 -16%
CA
522
CoreCap Advisors
Michigan
$662K -$31.7K -531 -5%
NWP
523
NerdWallet Wealth Partners
New York
$655K +$652K +10,916 New
GIA
524
Gladstone Institutional Advisory
Florida
$652K -$5.85K -98 -0.9%
IWA
525
Icon Wealth Advisors
Texas
$642K