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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
701
InTrack Investment Management
Vermont
$361K -$20.6K -344 -5%
NWP
702
NerdWallet Wealth Partners
New York
$352K -$280K -4,672 -44%
FFN
703
Focus Financial Network
Minnesota
$352K -$24.1K -402 -6%
VWA
704
Visionary Wealth Advisors
Illinois
$352K +$55.3K +923 +19%
IWM
705
Inlight Wealth Management
Georgia
$351K +$38.2K +638 +12%
AllianceBernstein
706
AllianceBernstein
Tennessee
$350K +$349K +5,833 New
SP
707
Successful Portfolios
Florida
$347K +$47.1K +786 +16%
CA
708
Centennial Advisors
Texas
$346K -$86.3K -1,440 -20%
Squarepoint
709
Squarepoint
New York
$345K +$347K +5,789 New
KFG
710
Kingdom Financial Group
Arizona
$344K +$222K +3,707 +179%
LAS
711
Lloyd Advisory Services
Georgia
$344K +$258K +4,302 +292%
SC
712
Schoolcraft Capital
Colorado
$343K +$11K +183 +3%
PWG
713
Portside Wealth Group
Utah
$342K -$23.9K -399 -6%
BFO
714
Boston Family Office
Massachusetts
$341K – – –
EWA
715
Exencial Wealth Advisors
Oklahoma
$341K – – –
PNFS
716
PW Nova Financial Services
Pennsylvania
$339K – – –
WOSD
717
WFA of San Diego
California
$339K -$2.4K -40 -0.7%
ECA
718
Elevation Capital Advisory
Oregon
$337K +$339K +5,654 New
USCWA
719
U.S. Capital Wealth Advisors
Texas
$335K -$60 -1 -0%
FA
720
FSA Advisors
Michigan
$333K -$5.96M -99,436 -95%
GWP
721
Gateway Wealth Partners
Wisconsin
$333K +$128K +2,132 +62%
EB
722
Eastern Bank
Massachusetts
$329K -$38.5K -642 -10%
CCFM
723
Clear Creek Financial Management
Washington
$325K +$3K +50 +0.9%
RIM
724
Rockbridge Investment Management
New York
$323K -$2.22K -37 -0.7%
AAM
725
Ameraudi Asset Management
New York
$322K -$222K -3,700 -41%