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Vanguard Long-Term Treasury ETF
VGLT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
401
Smartleaf Asset Management
Massachusetts
$2.04K -$30.8K -510 -94%
DWM
402
Darwin Wealth Management
Florida
$1.71K +$1.69K +28 New
JIP
403
Jaffetilchin Investment Partners
Florida
$1.23K +$1.21K +20 New
SWM
404
Spire Wealth Management
Virginia
$1.21K +$60 +1 +5%
VWM
405
Valley Wealth Managers
New Jersey
$1.17K +$1.15K +19 New
OC
406
Oarsman Capital
Wisconsin
$1.05K +$1.03K +17 New
HWP
407
Highline Wealth Partners
California
$862 +$846 +14 New
AA
408
Addison Advisors
Vermont
$861 – – –
GWSG
409
GPS Wealth Strategies Group
Colorado
$738 +$725 +12 New
CWM
410
CarsonAllaria Wealth Management
Illinois
$615 +$604 +10 New
OP
411
ORG Partners
Indiana
$468 -$136K -2,247 Closed
CIA
412
Cape Investment Advisory
Georgia
$431 – – –
FCA
413
FinTrust Capital Advisors
South Carolina
$308 – – –
NMG
414
New Millennium Group
Utah
$246 – – –
GJIA
415
Glass Jacobson Investment Advisors
Maryland
$124 – – –
IMA
416
Investment Management Associates
Colorado
– -$5.62M -97,421 Closed
TWD
417
True Wealth Design
Ohio
– -$5.54M -96,056 Closed
AA
418
Advisory Alpha
Michigan
– -$1.84M -31,883 Closed
MFG
419
MidWestOne Financial Group
Iowa
– -$1.79M -31,087 Closed
IHL
420
Investment House LLC
California
– -$1.42M -24,591 Closed
CP
421
Camelot Portfolios
Ohio
– -$1.39M -24,100 Closed
CCWA
422
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$774K -13,413 Closed
SFC
423
Strategic Financial Concepts
Texas
– -$191 -11,250 Closed
XS
424
XR Securities
Illinois
– -$563K -9,764 Closed
OHWA
425
Oak Hill Wealth Advisors
Virginia
– -$513K -8,490 Closed
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