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Vanguard Short-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFF
376
Level Four Financial
Texas
$328K -$92.4K -1,500 -22%
TF
377
Trek Financial
Arizona
$328K +$328K +5,327 New
PA
378
Pinnacle Associates
New York
$321K -$73.9K -1,200 -19%
PWMAG
379
Pinnacle Wealth Management Advisory Group
New Jersey
$321K -$73.9K -1,200 -19%
Fisher Asset Management
380
Fisher Asset Management
Washington
$313K +$313K +5,087 New
MAM
381
Marotta Asset Management
Virginia
$310K -$72.5K -1,177 -19%
CGFA
382
Colton Groome Financial Advisors
North Carolina
$309K -$6.53K -106 -2%
FIM
383
Freedom Investment Management
Connecticut
$309K +$309K +5,024 New
RVPG
384
Relative Value Partners Group
$305K -$15.3M -247,902 -98%
CWC
385
Carolinas Wealth Consulting
North Carolina
$302K -$433K -7,029 -59%
Bank Julius Baer & Co
386
Bank Julius Baer & Co
Switzerland
$302K -$1.35K -22 -0.4%
SEM
387
Suncoast Equity Management
Florida
$301K
CIC
388
Chilton Investment Company
Connecticut
$300K
AIP
389
Ameritas Investment Partners
Nebraska
$299K
TFS
390
TrustCore Financial Services
Tennessee
$298K -$862 -14 -0.3%
BRWM
391
B. Riley Wealth Management
Tennessee
$297K -$14.6M -236,923 -98%
EH
392
Equitable Holdings
New York
$297K
SIS
393
SVB Investment Services
Utah
$296K
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$291K
CS
395
Cannell & Spears
New York
$286K -$241K -3,916 -46%
TNA
396
True North Advisors
Texas
$283K -$477K -7,744 Closed
GC
397
Guggenheim Capital
Illinois
$282K -$402K -6,524 -59%
CG
398
Colony Group
Massachusetts
$282K +$47K +763 +20%
VWA
399
VERITY Wealth Advisors
United States
$279K +$246 +4 +0.1%
LAS
400
Lloyd Advisory Services
Georgia
$279K +$105K +1,705 +60%