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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
501
Benchmark Wealth Management
Connecticut
$637K – – –
SAM
502
Synergy Asset Management
Washington
$626K -$142K -2,445 -18%
RWP
503
RWA Wealth Partners
Massachusetts
$623K +$113K +1,948 +22%
CB
504
Cadence Bank
Mississippi
$617K -$193K -3,316 -24%
OWM
505
OneAscent Wealth Management
Alabama
$612K -$19.8M -339,824 -97%
EWG
506
Executive Wealth Group
Washington
$609K +$105K +1,796 +21%
FCB
507
First Command Bank
Texas
$590K -$262K -4,507 -31%
FCFS
508
First Command Financial Services
Texas
$590K -$262K -4,507 -31%
CWAG
509
Compton Wealth Advisory Group
Virginia
$590K +$7.1K +122 +1%
DFCM
510
Dark Forest Capital Management
Puerto Rico
$588K +$593K +10,192 New
DWM
511
Dopkins Wealth Management
New York
$587K -$30.6K -525 -5%
DIM
512
Delta Investment Management
California
$584K -$1.29M -22,234 -69%
AWA
513
Authentikos Wealth Advisory
California
$582K +$94K +1,614 +19%
TCB
514
Texas Capital Bancshares
Texas
$580K +$164K +2,810 +39%
PC
515
Prairiewood Capital
North Dakota
$578K – – –
VCM
516
Violich Capital Management
California
$577K +$582K +10,000 New
AGC
517
Aspen Grove Capital
Colorado
$571K +$10.8K +186 +2%
MWM
518
Maripau Wealth Management
Indiana
$569K +$574K +9,853 New
MGIA
519
Moneta Group Investment Advisors
Missouri
$557K +$5.47K +94 +1%
PCS
520
Personal CFO Solutions
New Jersey
$548K +$3.26K +56 +0.6%
FCA
521
FinTrust Capital Advisors
South Carolina
$540K – – –
AT
522
American Trust
Kentucky
$537K +$28.7K +493 +6%
SFG
523
Snider Financial Group
Washington
$536K +$541K +9,293 New
BPWM
524
Badgley Phelps Wealth Managers
Washington
$535K +$539K +9,261 New
PFG
525
Pinnacle Financial Group
Illinois
$533K -$161K -2,769 -23%
19 20
21
22 23