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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
601
Lloyd Advisory Services
Georgia
$305K -$84.9K -1,445 -22%
WFPG
602
Waller Financial Planning Group
Ohio
$304K +$23.2K +395 +8%
EFN
603
Equita Financial Network
Pennsylvania
$303K – – –
EWM
604
Evercore Wealth Management
New York
$301K +$305K +5,197 New
JWA
605
JFS Wealth Advisors
Pennsylvania
$301K -$26.6K -453 -8%
IIC
606
Integrated Investment Consultants
Michigan
$301K +$26.8K +456 +10%
SAG
607
SageView Advisory Group
California
$300K +$30.5K +519 +11%
JWCA
608
J.W. Coons Advisors
Ohio
$300K – – –
CWM
609
Cornerstone Wealth Management
Missouri
$299K +$303K +5,158 New
SHJ
610
Sharkey, Howes & Javer
Colorado
$295K +$29.9K +509 +11%
CB
611
Cadence Bank
Mississippi
$293K +$1.94K +33 +0.7%
GIA
612
Gladstone Institutional Advisory
Florida
$292K +$66.5K +1,131 +29%
DI
613
Disciplined Investments
Oklahoma
$289K +$293K +4,987 New
CWM
614
Calamos Wealth Management
Illinois
$289K +$353 +6 +0.1%
AFA
615
American Financial Advisors
Georgia
$287K -$101K -1,723 -26%
BJL
616
Brighton Jones LLC
Washington
$287K +$291K +4,944 New
NI
617
Natural Investments
California
$283K +$288K +4,895 New
BP
618
BWM Planning
Texas
$283K – – –
PAW
619
Plan A Wealth
Nebraska
$280K +$284K +4,829 New
SPC
620
Sigma Planning Corp
Michigan
$278K +$281K +4,788 New
FC
621
Financial Council
Maryland
$276K +$353 +6 +0.1%
TBT
622
Texas Bank & Trust
Texas
$276K +$279K +4,755 New
RSA
623
River Street Advisors
Illinois
$276K -$706K -12,009 -72%
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$274K +$3.82K +65 +1%
CPA
625
Capital Planning Advisors
California
$273K – – –
23 24
25
26 27