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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
626
Trek Financial
Arizona
$551K -$5.91M -100,761 -92%
HCA
627
Heck Capital Advisors
Wisconsin
$550K – – –
FFS
628
Founders Financial Securities
Maryland
$550K -$1.46M -24,845 -73%
KA
629
Klingman & Associates
New York
$546K – – –
PA
630
Procyon Advisors
Connecticut
$543K +$92.9K +1,584 +21%
VA
631
Vestwell Advisors
New York
$541K – – –
CWA
632
Capital Wealth Alliance
Arizona
$540K +$538K +9,170 New
RAS
633
RPS Advisory Solutions
Kentucky
$533K -$3.4M -57,983 -86%
NWM
634
Navigation Wealth Management
Colorado
$526K +$19.1K +326 +4%
TWM
635
Tolleson Wealth Management
Texas
$520K -$430K -7,332 -45%
DJSG
636
D.J. St. Germain
Massachusetts
$518K -$646K -11,012 -56%
MCWS
637
McKinley Carter Wealth Services
West Virginia
$518K +$14.9K +254 +3%
BTIM
638
BancFirst Trust & Investment Management
Oklahoma
$515K +$32.6K +556 +7%
ECM
639
Evergreen Capital Management
Washington
$508K – – –
MWM
640
Mittelman Wealth Management
Massachusetts
$507K -$173K -2,942 -25%
NPFS
641
Novak & Powell Financial Services
Florida
$506K – – –
RCS
642
Retirement Capital Strategies
California
$505K – – –
HNWAG
643
High Net Worth Advisory Group
Florida
$502K +$500K +8,529 New
PMWMG
644
Parr McKnight Wealth Management Group
Minnesota
$500K – – –
PA
645
Parallel Advisors
California
$500K -$245K -4,172 -33%
MFA
646
McClarren Financial Advisors
Pennsylvania
$499K -$140K -2,382 -22%
CB
647
Chris Bulman
California
$499K – – –
EB
648
Eastern Bank
Massachusetts
$498K +$59 +1 +0%
BJL
649
Brighton Jones LLC
Washington
$498K +$197K +3,366 +66%
LIM
650
Leavell Investment Management
Alabama
$496K -$58.7K -1,000 -11%
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26
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