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Vanguard Long-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
276
Topsail Wealth Management
North Carolina
$384K -$17.3K -309 -4%
CB
277
Community Bank
New York
$383K +$144K +2,558 +59%
SMH
278
Sanders Morris Harris
Texas
$382K – – –
MSWMA
279
Market Street Wealth Management Advisors
Indiana
$376K – – –
IWC
280
Integrated Wealth Concepts
Massachusetts
$367K +$141K +2,507 +61%
AF
281
Affiance Financial
Minnesota
$359K – – –
SW
282
SlateStone Wealth
Florida
$358K -$65.9K -1,174 -15%
HAS
283
HBW Advisory Services
California
$357K +$103K +1,837 +40%
PCA
284
Prosperity Capital Advisors
Ohio
$353K -$1.33M -23,633 -79%
MCM
285
MAI Capital Management
Ohio
$353K -$106K -1,895 -23%
CIA
286
Concurrent Investment Advisors
Florida
$352K -$19.4K -345 -5%
PS
287
Pinney & Scofield
Massachusetts
$343K +$231K +4,118 +198%
WCG
288
Weaver Consulting Group
California
$338K +$90.4K +1,610 +36%
HCA
289
Harbor Capital Advisors
Illinois
$336K +$120K +2,141 +54%
CWM
290
Calamos Wealth Management
Illinois
$335K -$1.11M -19,799 -77%
Calamos Advisors
291
Calamos Advisors
Illinois
$335K +$340K +6,051 New
RIG
292
Ramiah Investment Group
Wisconsin
$331K -$15.7K -279 -4%
IA
293
IFP Advisors
Florida
$322K -$11.2K -200 -3%
OHWP
294
Oak Harbor Wealth Partners
North Carolina
$312K +$189K +3,374 +149%
T
295
TrueFG
Texas
$312K +$316K +5,632 New
ALA
296
Atlas Legacy Advisors
California
$311K – – –
BOSSRA
297
B.O.S.S. Retirement Advisors
Utah
$310K -$50.1K -892 -14%
VA
298
Valmark Advisers
Ohio
$302K -$50.4K -897 -14%
TF
299
TME Financial
California
$301K +$1.97K +35 +0.6%
PAG
300
Private Advisor Group
New Jersey
$298K +$4.15K +74 +1%