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Vanguard Intermediate-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$897M -$14.2M -237,495 -2%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$728M +$27.8M +466,229 +4%
RWP
3
RWA Wealth Partners
Massachusetts
$412M +$42M +704,410 +11%
Creative Planning
4
Creative Planning
Kansas
$404M +$49.1M +823,226 +14%
Morgan Stanley
5
Morgan Stanley
New York
$401M +$107M +1,792,202 +36%
State Street
6
State Street
Massachusetts
$399M
BSW
7
Buckingham Strategic Wealth
Missouri
$253M +$19.7M +330,160 +8%
Fisher Asset Management
8
Fisher Asset Management
Washington
$251M -$3.71M -62,145 -1%
UBS Group
9
UBS Group
Switzerland
$214M -$6.03M -101,201 -3%
MERSOM
10
Municipal Employees' Retirement System of Michigan
Michigan
$199M
BTI
11
Blue Trust Inc
Georgia
$195M +$34.2M +573,777 +21%
MG
12
Mather Group
Illinois
$191M +$11.1M +186,512 +6%
FIB
13
First Interstate Bank
Montana
$157M +$3.99M +66,999 +3%
Ameriprise
14
Ameriprise
Minnesota
$152M +$27M +453,255 +21%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$151M -$8.66M -145,329 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$146M +$22.1M +371,328 +17%
Wells Fargo
17
Wells Fargo
California
$136M +$2.28M +38,292 +2%
FG
18
Foster Group
Iowa
$133M +$3.37M +56,471 +3%
MIS
19
Morningstar Investment Services
Illinois
$131M -$2.16M -36,261 -2%
Bank of America
20
Bank of America
North Carolina
$125M +$7.64M +128,163 +6%
JPG
21
Jordan Park Group
California
$117M -$15.2M -255,653 -11%
HFS
22
Heritage Financial Services
Massachusetts
$111M +$6.8M +114,134 +6%
Mitsubishi UFJ Asset Management
23
Mitsubishi UFJ Asset Management
Japan
$110M -$7.07M -118,600 -6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$106M -$274K -4,596 -0.3%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$100M +$22.4M +376,281 +28%