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Vanguard Short-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
701
Strategic Financial Concepts
Texas
$332K +$39.9K +684 +14%
KAM
702
Kraft Asset Management
Tennessee
$330K +$50.1K +858 +18%
ZIC
703
ZWJ Investment Counsel
Georgia
$330K -$18.6K -319 -5%
WF
704
Welch & Forbes
Massachusetts
$329K +$328K +5,612 New
KeyBank National Association
705
KeyBank National Association
Ohio
$327K -$60.8K -1,042 -16%
EIP
706
Easterly Investment Partners
Massachusetts
$322K -$1.46K -25 -0.5%
MWM
707
Maridea Wealth Management
New York
$319K +$317K +5,429 New
LAS
708
Lloyd Advisory Services
Georgia
$314K -$311K -5,323 -50%
WPW
709
Waldron Private Wealth
Pennsylvania
$312K +$311K +5,324 New
BFWM
710
Bright Futures Wealth Management
New York
$310K -$28.7K -492 -9%
CCA
711
Cora Capital Advisors
New Jersey
$308K – – –
MPCL
712
My Personal CFO LLC
Washington
$307K – – –
GAM
713
Grandview Asset Management
Pennsylvania
$304K +$303K +5,188 New
DBRC
714
D.B. Root & Company
Pennsylvania
$304K – – –
GCM
715
Gibraltar Capital Management
Oklahoma
$300K +$298K +5,111 New
JSA
716
Jim Saulnier & Associates
Colorado
$298K +$1.98K +34 +0.7%
Fidelity Investments
717
Fidelity Investments
Massachusetts
$298K +$218K +3,727 +278%
AWM
718
Aries Wealth Management
Maine
$297K – – –
PFG
719
Pacific Financial Group
Washington
$293K -$123K -2,113 -30%
LPAM
720
Lodestar Private Asset Management
California
$292K +$41.2K +706 +17%
IWM
721
Inlight Wealth Management
Georgia
$292K +$290K +4,969 New
PJSIMP
722
P.J. Schmidt Investment Management (PJS)
Wisconsin
$289K -$95.4K -1,634 -25%
AG
723
Ascent Group
Virginia
$287K +$74.8K +1,281 +35%
BP
724
BBR Partners
New York
$284K -$525K -9,004 -65%
SIA
725
Sovereign Investment Advisors
Arizona
$283K +$284K +4,874 New