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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
526
SNS Financial Group
Minnesota
$1.23M +$1.23M +20,776 New
SEI Investments
527
SEI Investments
Pennsylvania
$1.23M – – –
TA
528
TrueWealth Advisors
Alabama
$1.22M +$116K +1,958 +10%
OAG
529
Oakmont Advisory Group
New Mexico
$1.21M +$67.7K +1,145 +6%
TPW
530
Talon Private Wealth
Florida
$1.2M -$303K -5,129 -20%
BFG
531
Beto Financial Group
Idaho
$1.19M +$385K +6,515 +47%
DI
532
Disciplined Investments
Oklahoma
$1.18M -$19.7K -333 -2%
PCWA
533
Pacific Capital Wealth Advisors
California
$1.16M +$468K +7,917 +67%
SI
534
Stephens Inc
Arkansas
$1.15M +$401K +6,789 +53%
BIM
535
Breakwater Investment Management
Washington
$1.14M -$56.4K -955 -5%
SPW
536
Surience Private Wealth
Washington
$1.14M -$82.8K -1,401 -7%
PA
537
PFG Advisors
Arizona
$1.13M -$92.4K -1,564 -8%
AFG
538
Atomi Financial Group
New York
$1.12M -$280K -4,744 -20%
WAS
539
Winch Advisory Services
Wisconsin
$1.12M +$15.1K +255 +1%
HFW
540
Horizon Family Wealth
Illinois
$1.11M +$559K +9,458 +101%
FWM
541
Forza Wealth Management
Florida
$1.11M – – –
GVAG
542
Great Valley Advisor Group
Delaware
$1.08M -$2.42K -41 -0.2%
CPA
543
Cardiff Park Advisors
California
$1.08M +$13.8K +234 +1%
IC
544
IEQ Capital
California
$1.07M -$97.5K -1,650 -8%
Luther King Capital Management (LKCM)
545
Luther King Capital Management (LKCM)
Texas
$1.06M – – –
BF
546
BOK Financial
Oklahoma
$1.05M +$52.9K +895 +5%
GIA
547
Gladstone Institutional Advisory
Florida
$1.05M +$193K +3,258 +22%
KWM
548
Kingsview Wealth Management
Oregon
$1.04M +$287K +4,864 +38%
TH
549
Team Hewins
California
$1.04M +$7.33K +124 +0.7%
BWM
550
Blossom Wealth Management
California
$1.03M -$34.7K -587 -3%