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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Procyon Advisors
Connecticut
$22.3M -$420K -6,989 -2%
FIA
127
Foundations Investment Advisors
Arizona
$22.2M +$1.69M +28,061 +8%
BPA
128
Beacon Pointe Advisors
California
$22M +$3.23M +53,731 +17%
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$22M -$484K -8,050 -2%
UWM
130
United Wealth Management
Virginia
$21.8M +$1.53M +25,436 +8%
BB
131
Berkshire Bank
Massachusetts
$21.5M +$21.6M +359,074 New
WA
132
WBH Advisory
Maryland
$21.2M -$80.3K -1,336 -0.4%
1IA
133
1834 Investment Advisors
Wisconsin
$21M -$1.5M -24,878 -7%
PAS
134
Park Avenue Securities
New York
$20.8M +$1.8M +29,941 +9%
MWA
135
Midland Wealth Advisors
Illinois
$20.5M -$11.1M -184,641 -35%
OFS
136
OneAscent Financial Services
Alabama
$19.9M +$3.29M +54,684 +20%
AA
137
Addison Advisors
Vermont
$19.3M +$970K +16,131 +5%
MWM
138
Modern Wealth Management
Kansas
$19.3M +$3.7M +61,454 +24%
RBC
139
Roble Belko & Company
Pennsylvania
$19.1M +$3.54M +58,819 +23%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$18.9M -$1.51M -25,096 -7%
BMWS
141
Brady Martz Wealth Solutions
North Dakota
$18.7M +$861K +14,316 +5%
EF
142
Empowered Funds
Pennsylvania
$18.5M +$3.81M +63,340 +26%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$18.3M +$1M +16,672 +6%
NYLIM
144
New York Life Investment Management
New York
$18.2M -$10.1M -167,407 -35%
DC
145
Dorval Corp
Minnesota
$18.1M +$6.29M +104,547 +53%
RWM
146
Rialto Wealth Management
New York
$17.9M +$1.83M +30,422 +11%
HWM
147
Hassell Wealth Management
Louisiana
$17.5M +$547K +9,094 +3%
ML
148
Mayport LLC
Massachusetts
$17.4M +$134K +2,228 +0.8%
RFP
149
Roth Financial Partners
Texas
$17.4M +$279K +4,642 +2%
CISOA
150
Capital Investment Services of America
Wisconsin
$17.3M +$488K +8,112 +3%