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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
WMR
626
Wealth Management Resources
Rhode Island
$303K +$31.6K +530 +12%
GWANC
627
Guardian Wealth Advisors (North Carolina)
North Carolina
$302K -$17.8K -298 -6%
PWG
628
Portside Wealth Group
Utah
$301K +$299K +5,014 New
CSC
629
Cove Street Capital
California
$300K – – –
OSAM
630
O'Shaughnessy Asset Management
Connecticut
$300K +$288K +4,827 +2,890%
VWA
631
Visionary Wealth Advisors
Illinois
$299K +$298K +4,985 New
MGIA
632
Moneta Group Investment Advisors
Missouri
$297K -$53.8K -901 -15%
SP
633
Successful Portfolios
Florida
$290K – – –
OWA
634
Outlook Wealth Advisors
Texas
$289K +$288K +4,817 New
PNAA
635
Pictet North America Advisors
Switzerland
$286K -$14.9K -250 -5%
WFPG
636
Waller Financial Planning Group
Ohio
$283K +$657 +11 +0.2%
CPA
637
Capital Planning Advisors
California
$283K – – –
CMBA
638
C.M. Bidwell & Associates
Hawaii
$282K +$22.7K +380 +9%
FAM
639
Frontier Asset Management
Wyoming
$278K +$277K +4,638 New
SB
640
Sunflower Bank
Texas
$276K – – –
CM
641
Columbus Macro
Pennsylvania
$276K +$51.2K +857 +23%
FC
642
Financial Council
Maryland
$274K +$717 +12 +0.3%
JBA
643
Johnson Bixby & Associates
Washington
$268K +$2.98K +50 +1%
PFGIA
644
Patriot Financial Group Insurance Agency
Massachusetts
$266K -$77K -1,290 -23%
CI
645
CX Institutional
Indiana
$264K – – –
LNWWM
646
Laird Norton Wetherby Wealth Management
California
$263K +$1.67K +28 +0.6%
GM
647
GeoWealth Management
Illinois
$260K -$263K -4,403 -50%
FC
648
Fairscale Capital
New Hampshire
$259K – – –
KBFS
649
Kohmann Bosshard Financial Services
Ohio
$259K – – –
MHC
650
Meyer Handelman Company
New York
$258K – – –
24 25
26
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