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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Madrid Wealth Management
New Mexico
$564K – – –
HFW
627
Horizon Family Wealth
Illinois
$559K +$81.6K +1,362 +17%
MWM
628
Mission Wealth Management
California
$553K +$557K +9,294 New
NI
629
Natural Investments
California
$547K +$162K +2,708 +42%
TC
630
Trust Company
Kansas
$546K +$1.62K +27 +0.3%
VIA
631
Victrix Investment Advisors
Florida
$546K +$329K +5,484 +149%
AWM
632
Austin Wealth Management
Texas
$544K +$32.9K +549 +6%
OWA
633
Outlook Wealth Advisors
Texas
$543K +$74.6K +1,245 +16%
WRCM
634
Western Reserve Capital Management
Ohio
$542K -$10.3K -172 -2%
TBFA
635
Three Bearings Fiduciary Advisors
New Hampshire
$540K – – –
FA
636
FC Advisory
Pennsylvania
$528K +$5.63K +94 +1%
CA
637
CoreCap Advisors
Michigan
$527K +$22.3K +373 +4%
SGAM
638
Stephens Group Asset Management
Arkansas
$526K – – –
OFO
639
OneAscent Family Office
Alabama
$521K -$259K -4,330 -33%
XT
640
XTX Topco
Cayman Islands
$516K +$519K +8,659 New
IWA
641
IVC Wealth Advisors
Pennsylvania
$515K +$4.19K +70 +0.8%
TVAMP
642
Tennessee Valley Asset Management Partners
Tennessee
$514K +$104K +1,730 +25%
FNWM
643
Financial Network Wealth Management
Utah
$505K -$2.7K -45 -0.5%
ACA
644
AllStreet Capital Advisors
California
$496K +$70.6K +1,178 +16%
PRP
645
Peak Retirement Planning
Ohio
$495K +$124K +2,069 +33%
CA
646
Crumly & Associates
Illinois
$490K – – –
PGAM
647
Princeton Global Asset Management
New Jersey
$485K – – –
MAWA
648
Moss Adams Wealth Advisors
Washington
$478K – – –
CAC
649
Certified Advisory Corp
Florida
$474K +$130K +2,163 +37%
PNAA
650
Pictet North America Advisors
Switzerland
$474K +$66.3K +1,106 +16%
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26
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