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Vanguard Intermediate-Term Treasury ETF
VGIT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
826
Berger Financial Group
Minnesota
$203K – – –
AA
827
Ascent Advisors
Minnesota
$203K +$204K +3,455 New
HCM
828
HMS Capital Management
Tennessee
$201K +$201K +3,410 New
RWM
829
Ritholtz Wealth Management
New York
$201K -$84.6K -1,431 -30%
RCM
830
Raleigh Capital Management
North Carolina
$192K +$22.5K +380 +13%
GSWM
831
Golden State Wealth Management
California
$192K +$181K +3,067 +1,676%
AW
832
Avion Wealth
Texas
$188K +$177 +3 +0.1%
CMP
833
Coston McIsaac & Partners
Maine
$182K +$355 +6 +0.2%
GWM
834
Geneos Wealth Management
Colorado
$180K +$66.6K +1,127 +58%
PA
835
Parallel Advisors
California
$176K -$738K -12,493 -81%
SAM
836
S.A. Mason
Michigan
$172K +$172K +2,915 New
NB
837
NBH Bank
Colorado
$162K +$162K +2,740 New
LWCFA
838
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K – – –
WTC
839
WhitTier Trust Company
Nevada
$151K – – –
MBFW
840
Morton Brown Family Wealth
Pennsylvania
$151K – – –
AA
841
Ancora Advisors
Ohio
$147K +$31.1K +526 +27%
CFG
842
Chapman Financial Group
Hawaii
$146K – – –
WB
843
Webster Bank
Connecticut
$143K +$62.7K +1,062 +77%
BWL
844
Bogart Wealth LLC
Virginia
$139K +$2.6K +44 +2%
OFG
845
Oxford Financial Group
Indiana
$117K +$117K +1,985 New
CIA
846
Cape Investment Advisory
Georgia
$111K +$111K +1,883 New
RP
847
Raelipskie Partnership
Ontario, Canada
$109K – – –
CSP
848
Cary Street Partners
Virginia
$108K +$44.8K +759 +70%
SIM
849
Synergy Investment Management
Florida
$106K – – –
CAL
850
Capital Analysts LLC
Pennsylvania
$105K +$25.8K +436 +32%
32 33
34
35 36