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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
401
Cornerstone Advisory
Maryland
$1.11M +$350K +6,065 +46%
FCB
402
First County Bank
Connecticut
$1.1M +$1.1M +19,066 New
DWM
403
Dakota Wealth Management
Florida
$1.1M -$25.1K -435 -2%
BCM
404
Basso Capital Management
Connecticut
$1.1M +$1.1M +19,027 New
WSTAM
405
Wilbanks Smith & Thomas Asset Management
Virginia
$1.08M +$105K +1,813 +11%
CWM
406
Cedar Wealth Management
California
$1.07M +$583K +10,100 +119%
FP
407
Fiduciary Planning
Florida
$1.07M +$1.07M +18,546 New
VAS
408
Vestmark Advisory Solutions
Massachusetts
$1.07M -$4.79K -83 -0.4%
WB
409
WesBanco Bank
West Virginia
$1.07M – – –
FAT
410
First American Trust
California
$1.07M +$394K +6,825 +59%
CCA
411
Cadent Capital Advisors
Oklahoma
$1.06M -$747K -12,932 -41%
NL
412
NWAM LLC
Washington
$1.06M +$210K +3,629 +25%
BTWM
413
Baker Tilly Wealth Management
Wisconsin
$1.06M +$220K +3,803 +26%
ASN
414
Advisory Services Network
Georgia
$1.06M -$85.7K -1,484 -7%
BIM
415
Barton Investment Management
Pennsylvania
$1.05M – – –
DC
416
DeDora Capital
California
$1.05M -$803K -13,900 -43%
BOSSRA
417
B.O.S.S. Retirement Advisors
Utah
$1.05M +$1.05M +18,099 New
TF
418
Trek Financial
Arizona
$1.04M +$231K +3,990 +28%
ACIM
419
Azimuth Capital Investment Management
Michigan
$1.01M – – –
LWAM
420
Legacy Wealth Asset Management
Minnesota
$1.01M +$25.8K +447 +3%
CGPCS
421
Capital Group Private Client Services
California
$999K +$998K +17,277 New
MFC
422
Mechanics Financial Corp
Ohio
$997K +$467K +8,088 +88%
NEWAS
423
N.E.W. Advisory Services
Wisconsin
$977K +$62.2K +1,077 +7%
CA
424
Calton & Associates
Florida
$975K +$694K +12,015 +248%
TCBWMS
425
Texas Capital Bank Wealth Management Services
Texas
$973K +$46.9K +811 +5%
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17
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