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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
301
Steele Capital Management
Iowa
$5.64M +$5.65M +96,314 New
XPN
302
XY Planning Network
Montana
$5.63M -$54.8K -934 -1%
MWM
303
Marion Wealth Management
Pennsylvania
$5.63M -$1.99M -33,844 -26%
SC
304
Scotia Capital
Ontario, Canada
$5.6M -$2.11M -35,937 -27%
OIS
305
OneAscent Investment Solutions
Alabama
$5.58M +$388K +6,614 +7%
OGC
306
Oak Grove Capital
New Hampshire
$5.56M -$147K -2,500 -3%
CFM
307
Cornerstone Financial Management
Massachusetts
$5.5M +$487K +8,288 +10%
AWM
308
Avior Wealth Management
Nebraska
$5.45M +$2.45M +41,717 +81%
CFO
309
Colony Family Offices
North Carolina
$5.43M -$90.7K -1,545 -2%
FFA
310
Fortune Financial Advisors
Kansas
$5.4M +$265K +4,519 +5%
RFS
311
Retirement Financial Solutions
Tennessee
$5.34M -$448K -7,631 -8%
OWA
312
Octavia Wealth Advisors
Ohio
$5.34M -$4.25M -72,365 -44%
CFG
313
Citizens Financial Group
Rhode Island
$5.26M +$512K +8,717 +11%
IFWM
314
Institute for Wealth Management
Colorado
$5.25M +$985K +16,783 +23%
STA
315
Summit Trail Advisors
New York
$5.24M -$9.58M -163,288 -65%
EHC
316
Everett Harris & Co
California
$5.23M +$1.09M +18,500 +26%
EWM
317
Elmwood Wealth Management
California
$5.17M +$8.34K +142 +0.2%
DAS
318
Dynamic Advisor Solutions
Arizona
$5.16M +$341K +5,804 +7%
HW
319
Hancock Whitney
Mississippi
$5.13M +$199K +3,383 +4%
HC
320
Hara Capital
Washington
$5.12M -$1.06M -18,028 -17%
IAA
321
Independent Advisor Alliance
North Carolina
$5.07M +$3.35M +57,073 +194%
CFP
322
Curran Financial Partners
South Carolina
$5.03M +$817K +13,914 +19%
RSWM
323
Robertson Stephens Wealth Management
California
$5M -$541K -9,216 -10%
JF
324
Jump Financial
Illinois
$4.99M +$497K +8,464 +11%
FGAM
325
Financial Gravity Asset Management
Texas
$4.98M +$13.7K +234 +0.3%
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