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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
WMR
651
Wealth Management Resources
Rhode Island
$238K +$235K +4,010 New
CC
652
Courier Capital
New York
$235K +$231K +3,950 New
AWM
653
Accurate Wealth Management
Florida
$231K +$231K +3,941 New
NS
654
NBC Securities
Alabama
$231K +$227K +3,888 +194,400%
HWM
655
Howard Wealth Management
Connecticut
$229K +$643 +11 +0.3%
SP
656
Successful Portfolios
Florida
$227K +$6.08K +104 +3%
FA
657
FSA Advisors
Michigan
$226K +$223K +3,810 New
TCA
658
Transcend Capital Advisors
New Jersey
$226K +$3.04K +52 +1%
HH
659
Hilltop Holdings
Texas
$225K +$222K +3,787 New
CWMK
660
Caliber Wealth Management (Kansas)
Kansas
$223K +$219K +3,747 New
CM
661
Columbus Macro
Pennsylvania
$222K -$2.52K -43 -1%
RCAG
662
Rehmann Capital Advisory Group
Michigan
$220K -$15.5K -265 -7%
IWM
663
IHT Wealth Management
Illinois
$219K -$124K -2,112 -36%
FFS
664
Fortress Financial Solutions
Arizona
$218K +$214K +3,665 New
PPH
665
Pure Portfolios Holdings
Oregon
$217K -$1.29K -22 -0.6%
BJL
666
Brighton Jones LLC
Washington
$216K -$76.2K -1,302 -26%
MCWS
667
McKinley Carter Wealth Services
West Virginia
$216K -$18.9K -323 -8%
RF
668
RHS Financial
California
$215K +$211K +3,613 New
DI
669
DDFG Inc
California
$211K -$3.79M -64,813 -95%
GG
670
GenWealth Group
New Jersey
$210K – – –
WPW
671
Waldron Private Wealth
Pennsylvania
$209K +$206K +3,520 New
SIA
672
Soltis Investment Advisors
Utah
$207K +$204K +3,483 New
SB
673
Sunflower Bank
Texas
$205K -$34.6K -592 -15%
VP
674
Verisail Partners
Georgia
$204K -$60.5K -1,035 -23%
WWA
675
Wingate Wealth Advisors
Massachusetts
$204K – – –
25 26
27
28 29