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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Cedar Wealth Management
California
$674K -$36K -625 -5%
MHS
502
M Holdings Securities
Oregon
$673K +$673K +11,681 New
AA
503
Alesco Advisors
New York
$666K +$2.59K +45 +0.4%
ACP
504
Aveo Capital Partners
Colorado
$662K -$3.3M -57,320 -83%
JRP
505
Jasper Ridge Partners
California
$659K -$84.1K -1,459 -11%
CCA
506
Cadent Capital Advisors
Oklahoma
$645K +$4.03K +70 +0.6%
BWP
507
Balboa Wealth Partners
Arizona
$630K -$15.8K -274 -2%
VWM
508
Valley Wealth Managers
New Jersey
$617K -$265K -4,602 -30%
VFP
509
Verus Financial Partners
Virginia
$611K +$612K +10,626 New
DWM
510
Defined Wealth Management
Oregon
$611K -$213K -3,698 -26%
RP
511
Riverwater Partners
Wisconsin
$602K +$602K +10,450 New
BHPW
512
Beverly Hills Private Wealth
California
$596K +$596K +10,346 New
GCAC
513
Guardian Capital Advisors (Canada)
Ontario, Canada
$592K +$593K +10,290 New
GL
514
Graypoint LLC
New York
$591K +$591K +10,262 New
CB
515
Cadence Bank
Mississippi
$591K -$24.3K -421 -4%
FA
516
Fountainhead AM
New Jersey
$588K +$221K +3,830 +60%
DFCM
517
Dark Forest Capital Management
Puerto Rico
$587K – – –
VCM
518
Violich Capital Management
California
$576K – – –
AGC
519
Aspen Grove Capital
Colorado
$570K – – –
AWE
520
Avidian Wealth Enterprises
Texas
$566K -$130K -2,262 -19%
DWM
521
Dopkins Wealth Management
New York
$562K -$23.1K -400 -4%
MGIA
522
Moneta Group Investment Advisors
Missouri
$561K +$4.84K +84 +0.9%
NRI
523
NFP Retirement Inc
California
$549K +$32.7K +568 +6%
SA
524
Strategic Advocates
Utah
$548K +$548K +9,514 New
SFG
525
Snider Financial Group
Washington
$535K – – –
19 20
21
22 23