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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
701
Modera Wealth Management
New Jersey
$374K -$26.1K -442 -7%
PWG
702
Portside Wealth Group
Utah
$370K +$31K +525 +9%
AT
703
American Trust
Kentucky
$370K +$371K +6,274 New
PRI
704
Prepared Retirement Institute
Pennsylvania
$369K +$370K +6,254 New
FA
705
FSA Advisors
Michigan
$363K +$33.9K +574 +10%
NWMG
706
National Wealth Management Group
Ohio
$361K +$146K +2,471 +68%
CAS
707
Coppell Advisory Solutions
Texas
$360K +$673K +11,382 New
IIM
708
InTrack Investment Management
Vermont
$358K +$591 +10 +0.2%
PFA
709
Portland Financial Advisors
New York
$355K +$119K +2,012 +50%
SP
710
Successful Portfolios
Florida
$353K +$12.1K +205 +4%
SFPG
711
Stonebridge Financial Planning Group
Florida
$352K -$41.1K -696 -10%
WA
712
Westfuller Advisors
New York
$352K -$94.8K -1,604 -21%
FAG
713
Fortitude Advisory Group
Washington
$350K +$94.8K +1,604 +37%
SC
714
Schoolcraft Capital
Colorado
$349K +$9.93K +168 +3%
VWA
715
Visionary Wealth Advisors
Illinois
$349K +$118 +2 +0%
BL
716
BFSG LLC
California
$348K +$211K +3,565 +153%
FFN
717
Focus Financial Network
Minnesota
$343K -$5.55K -94 -2%
NWP
718
NerdWallet Wealth Partners
New York
$337K -$11.7K -198 -3%
PWA
719
Physician Wealth Advisors
Utah
$336K +$336K +5,693 New
LAS
720
LWM Advisory Services
Florida
$335K +$336K +5,680 New
ECA
721
Elevation Capital Advisory
Oregon
$333K – – –
AFG
722
Arkansas Financial Group
Arkansas
$327K +$8.63K +146 +3%
RIM
723
Rockbridge Investment Management
New York
$324K +$4.61K +78 +1%
CCFM
724
Clear Creek Financial Management
Washington
$322K – – –
KFG
725
Kingdom Financial Group
Arizona
$320K -$20.2K -342 -6%
27 28
29
30 31