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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
176
SkyOak Wealth
Michigan
$669K +$3.71K +53 +0.6%
RIG
177
Ramiah Investment Group
Wisconsin
$661K +$27.4K +392 +4%
FI
178
FormulaFolio Investments
Michigan
$656K -$60.9M -870,838 -99%
SFM
179
Signet Financial Management
New Jersey
$650K -$407K -5,822 -38%
GIA
180
Gladstone Institutional Advisory
Florida
$629K -$100K -1,431 -14%
PIP
181
Peachtree Investment Partners
Florida
$626K -$1.05M -15,000 -62%
VAS
182
Vestmark Advisory Solutions
Massachusetts
$626K -$238K -3,397 -27%
WCFA
183
Walkner Condon Financial Advisors
Wisconsin
$596K +$218K +3,123 +57%
IA
184
IFG Advisory
Georgia
$579K +$258K +3,684 +79%
CB
185
Community Bank
New York
$577K -$277K -3,965 -32%
William Blair & Company
186
William Blair & Company
Illinois
$576K -$26.4K -378 -4%
Citigroup
187
Citigroup
New York
$572K -$663K -9,486 -54%
SWP
188
Stratos Wealth Partners
Ohio
$571K +$314K +4,491 +120%
FFG
189
Fullen Financial Group
Ohio
$562K +$160K +2,283 +39%
PWM
190
Palumbo Wealth Management
New York
$562K +$566K +8,096 New
GG
191
GenWealth Group
New Jersey
$559K
I2I
192
Insight 2811 Inc
Illinois
$557K +$561K +8,017 New
HL
193
HeadInvest LLC
Maine
$557K +$562K +8,030 New
IWC
194
Integrated Wealth Concepts
Massachusetts
$554K +$115K +1,648 +26%
VWA
195
VERITY Wealth Advisors
United States
$548K
TSA
196
Tri-Star Advisors
Texas
$547K +$137K +1,965 +33%
CS
197
Comerica Securities
Michigan
$521K
JP Morgan Chase
198
JP Morgan Chase
New York
$520K +$63K +901 +14%
MSFS
199
Main Street Financial Solutions
Pennsylvania
$518K +$522K +7,461 New
NA
200
NewEdge Advisors
Louisiana
$504K -$410K -5,865 -45%