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Vanguard Short-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Meritas Wealth Management
California
$236K +$1.04K +18 +0.4%
AFG
702
Albion Financial Group
Utah
$234K -$77K -1,332 -25%
AAS
703
Ameritas Advisory Services
Nebraska
$233K +$233K +4,025 New
BWM
704
Brickley Wealth Management
California
$232K
JWM
705
JFG Wealth Management
Colorado
$232K +$232K +4,008 New
NFP
706
Narus Financial Partners
Utah
$232K -$82.9K -1,435 -26%
ASBI
707
American State Bank (Iowa)
Iowa
$229K
DWP
708
Destiny Wealth Partners
Florida
$228K
MPW
709
MGO Private Wealth
California
$225K
TWM
710
Trinity Wealth Management
Pennsylvania
$225K -$3.24K -56 -1%
I
711
IMPACTfolio
Colorado
$224K -$8.61K -149 -4%
IWM
712
IHT Wealth Management
Illinois
$224K -$172K -2,979 -44%
LFAS
713
Level Four Advisory Services
Texas
$222K -$4.21M -72,895 -95%
NC
714
Napatree Capital
Rhode Island
$220K
CMP
715
Coston McIsaac & Partners
Maine
$218K +$1.79K +31 +0.8%
SRSA
716
S.R. Schill & Associates
Washington
$217K +$2.02K +35 +0.9%
OWA
717
Opal Wealth Advisors
New York
$216K -$111K -1,925 -34%
AG
718
AlTi Global
New York
$214K -$5.14K -89 -2%
IWS
719
Integrity Wealth Solutions
Colorado
$209K +$2.2K +38 +1%
MWM
720
Merriman Wealth Management
Washington
$209K +$208K +3,601 New
BDWCC
721
B&D White Capital Company
Texas
$208K
UCB
722
United Community Bank
South Carolina
$206K +$24.4K +422 +13%
SJL
723
Shayne & Jacobs LLC
Tennessee
$206K -$54.9K -950 -21%
CWAG
724
Compton Wealth Advisory Group
Virginia
$205K +$205K +3,539 New
AIA
725
Arcadia Investment Advisors
Idaho
$204K -$5.95K -103 -3%