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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
826
GenWealth Group
New Jersey
$208K – – –
SB
827
Semitam Bonam
New York
$207K – – –
FWM
828
Fonville Wealth Management
Virginia
$207K +$207K +3,507 New
ACA
829
Atlas Capital Advisors
Wyoming
$206K -$6.53M -110,580 -97%
SB
830
Simmons Bank
Arkansas
$204K – – –
BFG
831
Berger Financial Group
Minnesota
$203K – – –
AA
832
Ascent Advisors
Minnesota
$203K +$204K +3,455 New
HCM
833
HMS Capital Management
Tennessee
$201K +$201K +3,410 New
RWM
834
Ritholtz Wealth Management
New York
$201K -$84.6K -1,431 -30%
AI
835
Atomic Invest
New York
$195K -$46K -779 -19%
RCM
836
Raleigh Capital Management
North Carolina
$192K +$22.5K +380 +13%
GSWM
837
Golden State Wealth Management
California
$192K +$181K +3,067 +1,676%
AW
838
Avion Wealth
Texas
$188K +$177 +3 +0.1%
CMP
839
Coston McIsaac & Partners
Maine
$182K +$355 +6 +0.2%
GWM
840
Geneos Wealth Management
Colorado
$180K +$66.6K +1,127 +58%
PA
841
Parallel Advisors
California
$176K -$738K -12,493 -81%
SAM
842
S.A. Mason
Michigan
$172K +$172K +2,915 New
NB
843
NBH Bank
Colorado
$162K +$162K +2,740 New
LWCFA
844
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K – – –
WTC
845
WhitTier Trust Company
Nevada
$151K – – –
MBFW
846
Morton Brown Family Wealth
Pennsylvania
$151K – – –
AA
847
Ancora Advisors
Ohio
$147K +$31.1K +526 +27%
CFG
848
Chapman Financial Group
Hawaii
$146K – – –
WB
849
Webster Bank
Connecticut
$143K +$62.7K +1,062 +77%
BWL
850
Bogart Wealth LLC
Virginia
$139K +$2.6K +44 +2%
32 33
34
35 36