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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
526
Schulz Wealth
Texas
$274K +$10.7K +185 +4%
CPA
527
Capital Planning Advisors
California
$274K – – –
OC
528
Opinicus Capital
Florida
$272K +$2.43K +42 +0.9%
DW30
529
Drucker Wealth 3.0
New Jersey
$269K +$267K +4,620 New
MNBTD
530
Moody National Bank Trust Division
Texas
$269K – – –
BHWM
531
Beaird Harris Wealth Management
Texas
$267K +$14.5K +251 +6%
MSFS
532
Main Street Financial Solutions
Pennsylvania
$266K +$16.9K +292 +7%
SHJ
533
Sharkey, Howes & Javer
Colorado
$265K -$14K -243 -5%
CA
534
Clearstead Advisors
Ohio
$265K – – –
WFPG
535
Waller Financial Planning Group
Ohio
$265K +$263K +4,549 New
DC
536
Davenport & Co
Virginia
$263K -$4.34K -75 -2%
JWCA
537
J.W. Cole Advisors
Florida
$259K +$257K +4,442 New
LA
538
Latitude Advisors
Florida
$254K +$2.54K +44 +1%
MCWS
539
McKinley Carter Wealth Services
West Virginia
$253K -$34K -588 -12%
WJA
540
Willis Johnson & Associates
Texas
$251K +$35.8K +619 +17%
PI
541
PFG Investments
New York
$250K -$2.05M -35,373 -89%
DWM
542
Drive Wealth Management
Utah
$249K +$289 +5 +0.1%
AC
543
Anson Capital
Georgia
$248K – – –
ATI
544
ARK & TLK Investments
Oklahoma
$245K – – –
SFA
545
Source Financial Advisors
New York
$241K -$8.79K -152 -4%
SB
546
Sunflower Bank
Texas
$239K +$238K +4,108 New
ACA
547
Aptus Capital Advisors
Alabama
$239K +$1.62K +28 +0.7%
FCA
548
FinTrust Capital Advisors
South Carolina
$237K – – –
MA
549
Montag & Associates
Georgia
$236K – – –
FWP
550
Falcon Wealth Planning
California
$232K -$11K -190 -5%
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