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Vanguard Long-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
251
Balance Wealth
Ohio
$422K +$412K +7,316 New
Envestnet Portfolio Solutions
252
Envestnet Portfolio Solutions
Illinois
$416K +$73.8K +1,311 +22%
MSWMA
253
Market Street Wealth Management Advisors
Indiana
$404K -$32.6K -579 -8%
LCG
254
Lynx Capital Group
Ohio
$401K -$5.18K -92 -1%
MCM
255
MAI Capital Management
Ohio
$397K -$8.22K -146 -2%
RIG
256
Ramiah Investment Group
Wisconsin
$388K -$106K -1,885 -22%
MW
257
Marcum Wealth
Ohio
$380K -$9.35M -166,020 -96%
TSS
258
Two Sigma Securities
New York
$380K +$371K +6,588 New
VA
259
Valmark Advisers
Ohio
$376K -$10.6K -189 -3%
FWM
260
FFT Wealth Management
Pennsylvania
$374K -$138K -2,447 -27%
AF
261
Affiance Financial
Minnesota
$374K – – –
GAA
262
Global Assets Advisory
Florida
$361K +$357K +6,332 New
STA
263
Shade Tree Advisors
New York
$351K – – –
WP
264
WealthShield Partners
North Carolina
$349K +$11.8K +209 +4%
GWS
265
Glassman Wealth Services
Virginia
$349K – – –
AI
266
Auour Investments
Massachusetts
$348K +$56.8K +1,008 +20%
BlackRock
267
BlackRock
New York
$345K +$40.1K +712 +14%
PWP
268
Perfromance Wealth Partners
Illinois
$342K -$25.3K -450 -7%
FIA
269
Foundations Investment Advisors
Arizona
$342K -$307K -5,454 -48%
Janus Henderson Group
270
Janus Henderson Group
$337K +$25.6K +454 +8%
AFG
271
Atomi Financial Group
New York
$337K -$273K -4,848 -45%
IWC
272
Integrated Wealth Concepts
Massachusetts
$329K +$23.7K +421 +8%
TF
273
TME Financial
California
$329K -$289K -5,128 -47%
OPCM
274
Osborne Partners Capital Management
California
$328K +$45.3K +805 +16%
TC
275
Truvestments Capital
Florida
$327K -$195K -3,462 -38%