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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
801
Boreal Capital Management
Florida
$5.14K – – –
SWIM
802
Smallwood Wealth Investment Management
New Jersey
$5.08K +$5.03K +85 New
1NWS
803
1 North Wealth Services
Maryland
$4.31K – – –
NSIM
804
North Star Investment Management
Illinois
$3.95K +$3.91K +66 New
DF
805
Dunhill Financial
United Kingdom
$3.71K – – –
CW
806
Curio Wealth
Maryland
$3.67K +$3.37K +57 +1,425%
CSB
807
City State Bank
Iowa
$3.47K – – –
SWM
808
Spire Wealth Management
Virginia
$2.99K -$36.6K -618 -93%
ATS
809
Ashton Thomas Securities
New York
$2.63K – – –
CSC
810
Caldwell Sutter Capital
California
$2.63K – – –
PFM
811
Phillips Financial Management
Indiana
$2.57K – – –
KFI
812
Key Financial Inc
Pennsylvania
$2.33K – – –
IRC
813
Investors Research Corp
Georgia
$2.21K – – –
TWM
814
Topsail Wealth Management
North Carolina
$1.98K – – –
NWM
815
Nova Wealth Management
Florida
$1.73K +$1.72K +29 New
NOI
816
Newton One Investments
Delaware
$1.68K +$1.66K +28 New
TFA
817
Transamerica Financial Advisors
Florida
$1.36K -$59 -1 -4%
SWP
818
Strategic Wealth Partners
Ohio
$1.32K +$1.3K +22 New
LCM
819
Logan Capital Management
Pennsylvania
$1.08K – – –
VFIA
820
Virtus Fixed Income Advisers
Connecticut
$897 +$888 +15 New
NMG
821
New Millennium Group
Utah
$544 -$7.28K -123 -93%
FFA
822
Frazier Financial Advisors
Ohio
$541 +$533 +9 New
FCAS
823
First Command Advisory Services
Texas
$359 +$355 +6 New
CVM
824
Cheviot Value Management
California
$119 – – –
CI
825
Constellation Investments
Ohio
– -$51.4M -865,000 Closed
31 32
33
34 35