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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
701
Charles Schwab Investment Advisory
California
-$343K -5,850 Closed
Focus Partners Wealth
702
Focus Partners Wealth
Massachusetts
-$325K -5,543 Closed
WPW
703
Watershed Private Wealth
Illinois
-$314K -5,360 Closed
UWPG
704
Ullmann Wealth Partners Group
Florida
-$265K -4,534 Closed
SB
705
Strategic Blueprint
Georgia
-$263K -4,496 Closed
GFP
706
Gryphon Financial Partners
Ohio
-$259K -4,420 Closed
BW
707
BIP Wealth
Georgia
-$258K -4,399 Closed
MCCP
708
Mission Creek Capital Partners
California
-$256K -4,377 Closed
LNC
709
Lincoln National Corp
Pennsylvania
-$227K -3,884 Closed
FAT
710
First American Trust
California
-$227K -3,871 Closed
BRWA
711
B. Riley Wealth Advisors
Florida
-$221K -3,867 Closed
FHA
712
Flagship Harbor Advisors
Massachusetts
-$216K -3,687 Closed
WIC
713
Woodmont Investment Counsel
Tennessee
-$212K -3,624 Closed
LNWWM
714
Laird Norton Wetherby Wealth Management
California
-$209K -3,563 Closed
RIA
715
Regal Investment Advisors
Michigan
-$206K -3,511 Closed
BJL
716
Brighton Jones LLC
Washington
-$200K -3,424 Closed
FMP
717
Financial Management Professionals
Texas
-$112K -1,916 Closed
BC
718
Belmont Capital
California
-$28.2K -481 Closed
M
719
MOTCO
Texas
-$25.5K -436 Closed
AIC
720
Archer Investment Corporation
Indiana
-$20K -342 Closed
PAM
721
Palisade Asset Management
Minnesota
-$19.6K -334 Closed
CFFP
722
Center for Financial Planning
Michigan
-$19.4K -331 Closed
BL
723
Balentine LLC
Georgia
-$19.1K -327 Closed
GAA
724
Global Assets Advisory
Florida
-$15.9K -274 Closed
AWM
725
Abound Wealth Management
Tennessee
-$13.8K -236 Closed