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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
776
Cape Investment Advisory
Georgia
$160K +$80.5K +1,339 +100%
LWCFA
777
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K – – –
MBFW
778
Morton Brown Family Wealth
Pennsylvania
$154K – – –
BWL
779
Bogart Wealth LLC
Virginia
$146K +$12.9K +215 +10%
FHA
780
Flagship Harbor Advisors
Massachusetts
$143K +$143K +2,379 New
GWM
781
Greenline Wealth Management
Florida
$137K +$137K +2,280 New
BL
782
BFSG LLC
California
$135K +$136K +2,260 New
MIFH
783
Migdal Insurance & Financial Holdings
Israel
$134K +$59.5K +989 +79%
RA
784
Ransom Advisory
Rhode Island
$127K +$127K +2,120 New
AW
785
Avion Wealth
Texas
$127K +$12.2K +203 +11%
TCOV
786
Trust Company of Vermont
Vermont
$125K +$14.4K +240 +13%
S
787
SignatureFD
Georgia
$124K -$6.31K -105 -5%
KFG
788
Kingdom Financial Group
Arizona
$124K +$124K +2,066 New
GWM
789
Geneos Wealth Management
Colorado
$120K +$51.8K +862 +75%
RWA
790
Reicon Wealth Advisors
Georgia
$120K +$120K +2,000 New
WTC
791
WhitTier Trust Company
Nevada
$119K – – –
TH
792
TCTC Holdings
Texas
$117K – – –
Fifth Third Bancorp
793
Fifth Third Bancorp
Ohio
$112K +$421 +7 +0.4%
FA
794
FSA Advisors
Michigan
$112K +$6.32M +105,030 New
RP
795
Raelipskie Partnership
Ontario, Canada
$111K – – –
SIS
796
Sound Income Strategies
Florida
$111K +$3.61K +60 +3%
RFP
797
Root Financial Partners
California
$105K -$21.2K -352 -17%
AI
798
Atomic Invest
New York
$104K +$105K +1,739 New
WWM
799
Woodside Wealth Management
Massachusetts
$99.7K – – –
EPIM
800
Evelyn Partners Investment Management
$95.9K – – –