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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$459M
Charles Schwab
2
Charles Schwab
California
$442M +$14.2M +207,812 +3%
BSW
3
Buckingham Strategic Wealth
Missouri
$286M +$33.1M +485,313 +13%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$264M +$57.1K +837 +0%
Creative Planning
5
Creative Planning
Kansas
$240M +$39.2M +575,006 +19%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$199M -$24.8M -363,706 -11%
Bank of America
7
Bank of America
North Carolina
$171M -$792K -11,624 -0.5%
Mitsubishi UFJ Asset Management
8
Mitsubishi UFJ Asset Management
Japan
$166M +$675K +9,900 +0.4%
MIS
9
Morningstar Investment Services
Illinois
$152M +$25.5M +374,480 +20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$146M +$48.1M +706,113 +49%
JPG
11
Jordan Park Group
California
$129M -$14.9M -218,512 -10%
Wells Fargo
12
Wells Fargo
California
$123M +$910K +13,352 +0.7%
Ameriprise
13
Ameriprise
Minnesota
$123M +$26.6M +389,835 +27%
MG
14
Mather Group
Illinois
$107M +$63.6M +932,759 +143%
CIA
15
Choate Investment Advisors
Massachusetts
$102M -$24.1M -353,152 -19%
Morgan Stanley
16
Morgan Stanley
New York
$91.9M -$14M -205,698 -13%
UBS Group
17
UBS Group
Switzerland
$77.4M -$932K -13,674 -1%
VA
18
Valmark Advisers
Ohio
$69.4M +$531K +7,795 +0.8%
AWM
19
AE Wealth Management
Kansas
$67.3M -$4.66M -68,314 -6%
AI
20
Atria Investments
North Carolina
$65.6M +$2.91M +42,610 +5%
RIG
21
RiverFront Investment Group
Virginia
$60.5M -$33.5M -491,010 -35%
GWM
22
Gitterman Wealth Management
New Jersey
$60.4M +$4.33M +63,511 +8%
SF
23
Synovus Financial
Georgia
$54.8M +$1.57M +22,961 +3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$52.1M +$21.4M +314,205 +69%
LPL Financial
25
LPL Financial
California
$49.9M +$17.2M +251,972 +52%