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Vanguard Short-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
601
Concurrent Investment Advisors
Florida
$424K +$420K +7,267 New
IWM
602
IHT Wealth Management
Illinois
$423K -$26.4K -456 -6%
AAM
603
Ameraudi Asset Management
New York
$420K -$26.2K -453 -6%
LLWM
604
Life Line Wealth Management
California
$416K +$412K +7,129 New
KCM
605
Kendall Capital Management
Maryland
$416K +$412K +7,128 New
PWS
606
Physician Wealth Solutions
Nevada
$410K +$406K +7,022 New
LFA
607
Laraway Financial Advisors
Minnesota
$410K +$116 +2 +0%
CCFM
608
Clear Creek Financial Management
Washington
$405K +$401K +6,941 New
SF
609
Slagle Financial
Illinois
$404K +$301K +5,214 +60%
TC
610
Telemus Capital
Michigan
$403K -$31.7K -549 -7%
SI
611
Stephens Inc
Arkansas
$402K -$40.1K -694 -9%
US Bancorp
612
US Bancorp
Minnesota
$401K -$23.9K -414 -6%
CFG
613
Citizens Financial Group
Rhode Island
$401K +$397K +6,872 New
HWMG
614
Hurlow Wealth Management Group
Indiana
$392K
Financial Engines Advisors
615
Financial Engines Advisors
California
$389K +$385K +6,662 New
CAG
616
Crestwood Advisors Group
Massachusetts
$388K
MWP
617
Meridian Wealth Partners
Pennsylvania
$388K
IWA
618
Icon Wealth Advisors
Texas
$385K +$382K +6,603 New
PWA
619
Peterson Wealth Advisors
Utah
$380K +$31.3K +541 +9%
TCB
620
Texas Capital Bancshares
Texas
$378K -$4.16K -72 -1%
FHA
621
Flagship Harbor Advisors
Massachusetts
$371K +$14.7K +254 +4%
Carson Wealth (CWM LLC)
622
Carson Wealth (CWM LLC)
Nebraska
$370K +$91.2K +1,578 +33%
VC
623
Vicus Capital
Pennsylvania
$369K -$7.22K -125 -2%
LPAM
624
Lodestar Private Asset Management
California
$368K -$636 -11 -0.2%
USCWA
625
U.S. Capital Wealth Advisors
Texas
$366K -$116 -2 -0%