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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
626
Beaird Harris Wealth Management
Texas
$284K +$12.3K +211 +5%
LA
627
Latitude Advisors
Florida
$283K +$52.8K +902 +23%
TBT
628
Texas Bank & Trust
Texas
$282K – – –
CPA
629
Capital Planning Advisors
California
$280K – – –
PTC
630
Private Trust Company
Ohio
$270K +$150K +2,565 +130%
IA
631
IFG Advisors
Missouri
$270K +$24.9K +426 +10%
MWM
632
Mittelman Wealth Management
Massachusetts
$268K +$264K +4,513 New
FC
633
Financial Council
Maryland
$267K -$15.6K -267 -6%
CI
634
CX Institutional
Indiana
$261K +$257K +4,396 New
TFS
635
Thoroughbred Financial Services
Tennessee
$258K +$3.92K +67 +2%
KWA
636
Kingswood Wealth Advisors
California
$257K -$3.19M -54,479 -93%
KBFS
637
Kohmann Bosshard Financial Services
Ohio
$256K +$252K +4,310 New
MWP
638
Meridian Wealth Partners
Pennsylvania
$255K -$1.4K -24 -0.6%
MHC
639
Meyer Handelman Company
New York
$255K – – –
RSA
640
River Street Advisors
Illinois
$253K -$28.5K -488 -10%
CIAS
641
Capital Investment Advisory Services
North Carolina
$253K +$86.8K +1,483 +53%
NPT
642
National Philanthropic Trust
Pennsylvania
$252K – – –
BAAM
643
Baker Avenue Asset Management
California
$251K -$103K -1,768 -29%
BBA
644
BLB&B Advisors
Pennsylvania
$250K – – –
ATI
645
ARK & TLK Investments
Oklahoma
$250K – – –
AWP
646
Astra Wealth Partners
New Jersey
$248K – – –
SFP
647
SwitchPoint Financial Planning
Utah
$248K +$1.52K +26 +0.6%
CBT
648
Crews Bank & Trust
Florida
$248K +$30.3K +518 +14%
PI
649
PFG Investments
New York
$246K +$58 +1 +0%
TIM
650
Tortoise Investment Management
New York
$240K -$25.5K -436 -10%
24 25
26
27 28