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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
526
Concord Wealth Partners
Virginia
$610K -$27.7K -468 -4%
CAMV
527
Concord Asset Management (Virginia)
Virginia
$610K +$603K +10,192 New
ECM
528
Evergreen Capital Management
Washington
$604K – – –
AA
529
Armis Advisers
Georgia
$597K -$141K -2,379 -19%
CAG
530
Crestwood Advisors Group
Massachusetts
$588K +$4.5K +76 +0.8%
IWM
531
Iams Wealth Management
Nebraska
$583K +$577K +9,754 New
LEA
532
Legacy Edge Advisors
New York
$576K +$570K +9,623 New
FFM
533
Flagstone Financial Management
Nebraska
$573K – – –
CL
534
Choreo LLC
Illinois
$571K -$72.3K -1,221 -11%
KWA
535
Kingswood Wealth Advisors
California
$569K +$308K +5,199 +120%
B
536
Bailard
California
$566K -$88.2K -1,490 -14%
MIH
537
Meitav Investment House
Israel
$558K +$42.8K +723 +8%
ATC
538
Argent Trust Co
Tennessee
$554K +$45.9K +776 +9%
FCIM
539
Fairview Capital Investment Management
California
$549K – – –
ML
540
McAdam LLC
Pennsylvania
$549K -$31.6K -534 -6%
TC
541
Trust Company
Kansas
$547K -$59 -1 -0%
PAG
542
Powers Advisory Group
Illinois
$546K +$180K +3,047 +50%
AWA
543
Arkadios Wealth Advisors
Georgia
$539K +$49.7K +839 +10%
FEG
544
Fund Evaluation Group
Ohio
$530K +$525K +8,863 New
GKWIM
545
Gerber Kawasaki Wealth & Investment Management
California
$526K -$527K -8,908 -50%
PCA
546
Prosperity Capital Advisors
Ohio
$526K +$54.9K +927 +12%
GM
547
GeoWealth Management
Illinois
$522K -$999K -16,880 -66%
JWA
548
JFS Wealth Advisors
Pennsylvania
$503K -$128K -2,162 -20%
VAMG
549
Voisard Asset Management Group
Michigan
$498K +$113K +1,905 +30%
CWM
550
Calamos Wealth Management
Illinois
$497K +$77.4K +1,307 +19%
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