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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
226
Total Clarity Wealth Management
Illinois
$539K +$80.6K +1,313 +18%
CGFA
227
Colton Groome Financial Advisors
North Carolina
$521K -$32.8K -535 -6%
FCCM
228
First City Capital Management
Georgia
$521K +$513K +8,354 New
LP
229
LGL Partners
Pennsylvania
$514K -$4.79K -78 -0.9%
BRWA
230
B. Riley Wealth Advisors
Florida
$510K +$501K +8,167 New
BII
231
Bainco International Investors
Massachusetts
$508K +$500K +8,150 New
F
232
F3Logic
Minnesota
$506K -$54.2K -883 -10%
CAL
233
Capital Advisors Ltd
Ohio
$502K +$494K +8,053 New
LF
234
LifeSteps Financial
California
$501K +$493K +8,030 New
CWM
235
Cedar Wealth Management
California
$487K +$25.2K +411 +6%
RPG
236
Resource Planning Group
Georgia
$469K – – –
TSW
237
Thompson Siegel & Walmsley
Virginia
$464K – – –
EP
238
Eudaimonia Partners
Tennessee
$458K +$451K +7,346 New
MPW
239
Monterey Private Wealth
California
$456K +$1.47K +24 +0.3%
BFA
240
Bragg Financial Advisors
North Carolina
$455K -$283K -4,615 -39%
VCM
241
Versant Capital Management
Arizona
$451K -$50.5K -823 -10%
WSTAM
242
Wilbanks Smith & Thomas Asset Management
Virginia
$450K – – –
BW
243
Bison Wealth
Georgia
$441K +$123 +2 +0%
SKK
244
Shepherd Kaplan Krochuk
Massachusetts
$441K +$434K +7,070 New
EH
245
Equitable Holdings
New York
$430K +$148K +2,408 +54%
RWM
246
Raffa Wealth Management
District of Columbia
$430K +$32.5K +529 +8%
CA
247
Capital Advantage
California
$428K – – –
PWC
248
PYA Waltman Capital
Tennessee
$427K +$420K +6,846 New
OWM
249
Orgel Wealth Management
Wisconsin
$425K +$90.9K +1,481 +28%
LB
250
Legacy Bridge
Iowa
$424K – – –
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10
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