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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
551
Patriot Financial Group Insurance Agency
Massachusetts
$282K -$39K -654 -12%
SAG
552
SageView Advisory Group
California
$282K +$278K +4,659 New
TFS
553
Thoroughbred Financial Services
Tennessee
$279K +$46.7K +782 +20%
SHJ
554
Sharkey, Howes & Javer
Colorado
$277K +$1.37K +23 +0.5%
BHWM
555
Beaird Harris Wealth Management
Texas
$276K -$1.01K -17 -0.4%
ODIJL
556
One Day In July LLC
Vermont
$273K -$115K -1,933 -30%
MSFS
557
Main Street Financial Solutions
Pennsylvania
$266K -$9.49K -159 -3%
LA
558
Latitude Advisors
Florida
$266K +$2.33K +39 +0.9%
SSWM
559
Strait & Sound Wealth Management
California
$264K -$45.1K -756 -15%
MWM
560
Mission Wealth Management
California
$264K +$261K +4,366 New
PI
561
PFG Investments
New York
$260K +$179 +3 +0.1%
MHC
562
Meyer Handelman Company
New York
$260K +$256K +4,296 New
DWM
563
Drive Wealth Management
Utah
$259K +$298 +5 +0.1%
CAM
564
Clark Asset Management
New Hampshire
$258K +$255K +4,268 New
MCWS
565
McKinley Carter Wealth Services
West Virginia
$258K -$4.48K -75 -2%
PIA
566
Perennial Investment Advisors
California
$256K -$207K -3,475 -45%
ATI
567
ARK & TLK Investments
Oklahoma
$254K – – –
CFP
568
Cascade Financial Partners
California
$253K +$255K +4,279 New
BW
569
BIP Wealth
Georgia
$249K +$246K +4,118 New
SB
570
Sunflower Bank
Texas
$248K – – –
FCA
571
FinTrust Capital Advisors
South Carolina
$246K – – –
DW30
572
Drucker Wealth 3.0
New Jersey
$244K -$34.3K -574 -12%
FWM
573
Fonville Wealth Management
Virginia
$244K +$241K +4,034 New
ACA
574
Aptus Capital Advisors
Alabama
$242K -$5.37K -90 -2%
GA
575
Greenspring Advisors
Maryland
$240K – – –
21 22
23
24 25