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Vanguard Short-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFWM
601
Bright Futures Wealth Management
New York
$467K +$70.9K +1,211 +18%
SCP
602
Seizert Capital Partners
Michigan
$461K +$7.61K +130 +2%
HWMG
603
Hurlow Wealth Management Group
Indiana
$453K +$3.69K +63 +0.8%
RL
604
Retireful LLC
Michigan
$450K +$446K +7,620 New
EP
605
Essential Planning
New Hampshire
$444K
SFO
606
Stokes Family Office
Louisiana
$439K -$1.17K -20 -0.3%
CIBC Private Wealth Group
607
CIBC Private Wealth Group
Georgia
$439K -$9.2K -157 -2%
PS
608
Principal Securities
Iowa
$437K +$279K +4,771 +181%
SG
609
StoneX Group
New York
$437K +$39.4K +672 +10%
BMCM
610
Bryn Mawr Capital Management
Pennsylvania
$428K +$65.9K +1,125 +18%
NRI
611
NFP Retirement Inc
California
$425K -$239K -4,080 -36%
KCM
612
Kendall Capital Management
Maryland
$425K -$2.64K -45 -0.6%
LLWM
613
Life Line Wealth Management
California
$423K +$4.45K +76 +1%
AWM
614
AllSquare Wealth Management
New York
$418K +$2.05K +35 +0.5%
PFG
615
Pacific Financial Group
Washington
$418K +$2.11K +36 +0.5%
EAM
616
Evanson Asset Management
California
$416K +$6.56K +112 +2%
IWM
617
IHT Wealth Management
Illinois
$414K +$185K +3,165 +82%
LIA
618
LifePlan Investment Advisors
North Carolina
$411K -$231K -3,947 -36%
RCP
619
Rothschild Capital Partners
New York
$407K +$8.61K +147 +2%
CA
620
Calton & Associates
Florida
$406K +$403K +6,873 New
IP
621
Ignite Planners
California
$404K +$38.8K +663 +11%
KeyBank National Association
622
KeyBank National Association
Ohio
$404K +$36.8K +628 +10%
LFA
623
Laraway Financial Advisors
Minnesota
$403K -$5.74K -98 -1%
SWC
624
Spectrum Wealth Counsel
Indiana
$401K +$49.4K +844 +14%
LFS
625
Lutz Financial Services
Nebraska
$401K -$246K -4,197 -38%