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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
701
FSM Wealth Advisors
Ohio
$383K – – –
SA
702
Sovran Advisors
California
$382K -$2.6K -44 -0.7%
GRP
703
Global Retirement Partners
California
$381K +$382K +6,467 New
EM
704
Excalibur Management
Massachusetts
$380K +$381K +6,450 New
IWM
705
Inlight Wealth Management
Georgia
$379K +$31.6K +535 +9%
MWM
706
Modera Wealth Management
New Jersey
$374K -$26.1K -442 -7%
PWG
707
Portside Wealth Group
Utah
$370K +$31K +525 +9%
AT
708
American Trust
Kentucky
$370K +$371K +6,274 New
PRI
709
Prepared Retirement Institute
Pennsylvania
$369K +$370K +6,254 New
FA
710
FSA Advisors
Michigan
$363K +$33.9K +574 +10%
NWMG
711
National Wealth Management Group
Ohio
$361K +$146K +2,471 +68%
CAS
712
Coppell Advisory Solutions
Texas
$360K +$673K +11,382 New
IIM
713
InTrack Investment Management
Vermont
$358K +$591 +10 +0.2%
PFA
714
Portland Financial Advisors
New York
$355K +$119K +2,012 +50%
SP
715
Successful Portfolios
Florida
$353K +$12.1K +205 +4%
SFPG
716
Stonebridge Financial Planning Group
Florida
$352K -$41.1K -696 -10%
WA
717
Westfuller Advisors
New York
$352K -$94.8K -1,604 -21%
FAG
718
Fortitude Advisory Group
Washington
$350K +$94.8K +1,604 +37%
SC
719
Schoolcraft Capital
Colorado
$349K +$9.93K +168 +3%
VWA
720
Visionary Wealth Advisors
Illinois
$349K +$118 +2 +0%
BL
721
BFSG LLC
California
$348K +$211K +3,565 +153%
FFN
722
Focus Financial Network
Minnesota
$343K -$5.55K -94 -2%
NWP
723
NerdWallet Wealth Partners
New York
$337K -$11.7K -198 -3%
PWA
724
Physician Wealth Advisors
Utah
$336K +$336K +5,693 New
LAS
725
LWM Advisory Services
Florida
$335K +$336K +5,680 New
27 28
29
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