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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
651
Pictet North America Advisors
Switzerland
$411K +$125K +2,080 +44%
PI
652
PFG Investments
New York
$404K +$25.3K +420 +7%
IA
653
IFG Advisory
Georgia
$404K +$50.9K +847 +14%
BRPW
654
Ballast Rock Private Wealth
South Carolina
$401K +$403K +6,697 New
PWM
655
Pacific Wealth Management
California
$399K +$180 +3 +0%
SA
656
Sovran Advisors
California
$396K -$1.92K -32 -0.5%
NPT
657
National Philanthropic Trust
Pennsylvania
$395K +$141K +2,348 +55%
CW
658
Cedarwood Wealth
Colorado
$391K +$393K +6,540 New
FWA
659
FSM Wealth Advisors
Ohio
$389K +$25.3K +421 +7%
NI
660
Natural Investments
California
$389K +$390K +6,492 New
CT
661
Caldwell Trust
Florida
$384K
IIM
662
InTrack Investment Management
Vermont
$384K +$60.6K +1,007 +19%
FFN
663
Focus Financial Network
Minnesota
$378K +$4.51K +75 +1%
BBHC
664
Brown Brothers Harriman & Co
New York
$378K -$8.66K -144 -2%
PTC
665
Private Trust Company
Ohio
$375K
PRP
666
Peak Retirement Planning
Ohio
$375K +$171K +2,850 +84%
XPN
667
XY Planning Network
Montana
$371K +$372K +6,193 New
PGFC
668
Peapack-Gladstone Financial Corp
New Jersey
$371K +$373K +6,196 New
EWM
669
Evermay Wealth Management
Virginia
$371K +$366K +6,088 +6,028%
FFS
670
Fortress Financial Solutions
Arizona
$370K -$11.2K -187 -3%
EB
671
Eastern Bank
Massachusetts
$370K +$255K +4,236 +219%
PWG
672
Portside Wealth Group
Utah
$369K +$68.3K +1,135 +23%
MCWS
673
McKinley Carter Wealth Services
West Virginia
$364K +$146K +2,430 +67%
ZF
674
Zhang Financial
Michigan
$357K +$133K +2,217 +59%
WF
675
Warner Financial
Maryland
$351K