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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
451
Curran Financial Partners
South Carolina
$1.17M +$132K +2,287 +13%
HFAS
452
Hummer Financial Advisory Services
Illinois
$1.17M – – –
ARC
453
Advisor Resource Council
Texas
$1.17M +$1.15M +19,975 New
LG
454
LaFleur & Godfrey
Michigan
$1.14M +$931K +16,113 +460%
BIM
455
Barton Investment Management
Pennsylvania
$1.14M – – –
AGC
456
Aspen Grove Capital
Colorado
$1.14M +$561K +9,703 +98%
DC
457
DeDora Capital
California
$1.13M – – –
OFG
458
Orcam Financial Group
California
$1.09M +$93.1K +1,610 +9%
SIM
459
Sterling Investment Management
Arizona
$1.09M -$14.9M -258,515 -93%
WB
460
WesBanco Bank
West Virginia
$1.08M – – –
CFGS
461
Concourse Financial Group Securities
Alabama
$1.08M -$161K -2,783 -13%
RG
462
Rathbones Group
United Kingdom
$1.06M – – –
HW
463
Hamilton Wealth
California
$1.05M -$1.2M -20,817 -54%
JWM
464
JPL Wealth Management
Colorado
$1.05M +$1.04M +18,047 New
SG
465
StoneX Group
New York
$1.05M -$312K -5,400 -23%
LWAM
466
Legacy Wealth Asset Management
Minnesota
$1.03M +$13.4K +232 +1%
ASN
467
Advisory Services Network
Georgia
$1.02M -$1.49M -25,846 -60%
IGGA
468
Iron Gate Global Advisors
Utah
$1.02M +$528K +9,134 +109%
HWP
469
Heritage Wealth Partners
Ohio
$1.02M -$10.8K -186 -1%
SC
470
Sepio Capital
Utah
$1.01M +$1M +17,372 New
TCWM
471
Total Clarity Wealth Management
Illinois
$996K +$987K +17,079 New
NFG
472
Northeast Financial Group
Pennsylvania
$995K +$986K +17,054 New
CPG
473
Custom Portfolio Group
Colorado
$993K +$1.01M +17,459 New
CCM
474
Crabel Capital Management
California
$992K -$370K -6,395 -27%
RTL
475
Red Tortoise LLC
Georgia
$980K +$12.4K +215 +1%
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19
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