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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPH
676
Pure Portfolios Holdings
Oregon
$220K -$1.07K -18 -0.5%
MCWS
677
McKinley Carter Wealth Services
West Virginia
$219K +$418 +7 +0.2%
IWM
678
Inlight Wealth Management
Georgia
$218K +$39.3K +658 +22%
CFB
679
Cullen/Frost Bankers
Texas
$217K +$21.6K +362 +11%
LCC
680
Lincoln Capital Corp
Rhode Island
$214K +$213K +3,573 New
GG
681
GenWealth Group
New Jersey
$212K
FMN
682
Financial Management Network
California
$212K +$211K +3,535 New
SB
683
Semitam Bonam
New York
$211K
KWM
684
KW Wealth Management
California
$209K +$208K +3,481 New
VFIC
685
Valley Forge Investment Consultants
Pennsylvania
$207K +$1.97K +33 +1%
PRP
686
Peak Retirement Planning
Ohio
$204K +$203K +3,402 New
GBT
687
Grove Bank & Trust
Florida
$197K +$104K +1,739 +112%
BGWM
688
Bridge Generations Wealth Management
Florida
$189K
CMP
689
Coston McIsaac & Partners
Maine
$185K +$299 +5 +0.2%
GRP
690
Global Retirement Partners
California
$178K +$2.81K +47 +2%
LWCFA
691
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K
AWM
692
Angeles Wealth Management
California
$160K
MBFW
693
Morton Brown Family Wealth
Pennsylvania
$154K
CIBC Private Wealth Group
694
CIBC Private Wealth Group
Georgia
$148K -$6.81K -114 -4%
BWL
695
Bogart Wealth LLC
Virginia
$133K -$13.5K -226 -9%
S
696
SignatureFD
Georgia
$131K -$37.2K -623 -22%
RFP
697
Root Financial Partners
California
$126K +$126K +2,104 New
WANY
698
Wealthspire Advisors (New York)
New York
$123K +$123K +2,054 New
KSWA
699
Kathleen S. Wright Associates
Pennsylvania
$120K
WTC
700
WhitTier Trust Company
Nevada
$119K