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Vanguard Short-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Melfa Wealth Management
Massachusetts
$403K +$103K +1,754 +34%
CMP
702
Coston McIsaac & Partners
Maine
$399K +$58.3K +994 +17%
SWIG
703
Strategic Wealth Investment Group
Kentucky
$398K +$397K +6,769 New
SFG
704
Snider Financial Group
Washington
$397K – – –
AWM
705
Atticus Wealth Management
Florida
$395K -$21.5K -366 -5%
DAS
706
Diversify Advisory Services
Utah
$393K -$469 -8 -0.1%
TCBWMS
707
Texas Capital Bank Wealth Management Services
Texas
$389K +$388K +6,613 New
KCM
708
Kendall Capital Management
Maryland
$386K -$26.7K -455 -6%
PCA
709
Pallas Capital Advisors
Massachusetts
$386K – – –
CFO
710
CVA Family Office
Colorado
$382K -$4.87K -83 -1%
CIBC Private Wealth Group
711
CIBC Private Wealth Group
Georgia
$374K +$3.93K +67 +1%
JCM
712
Jacobi Capital Management
Pennsylvania
$374K +$39.1K +666 +12%
IA
713
IFP Advisors
Florida
$372K +$139K +2,366 +60%
KeyBank National Association
714
KeyBank National Association
Ohio
$371K +$50.6K +862 +16%
MIH
715
Meitav Investment House
Israel
$366K +$365K +6,215 New
CAAS
716
Capital Asset Advisory Services
Michigan
$364K -$74.8K -1,275 -17%
RCAG
717
Rehmann Capital Advisory Group
Michigan
$358K +$3.11K +53 +0.9%
EA
718
Enclave Advisors
Texas
$357K +$33K +563 +10%
BFA
719
Brown Financial Advisory
Alabama
$354K – – –
SC
720
Shuttleworth & Co
Ohio
$353K +$352K +6,003 New
HKIM
721
Hayek Kallen Investment Management
Alabama
$353K -$2.69M -45,873 -92%
SWA
722
SFMG Wealth Advisors
Texas
$352K – – –
HWMG
723
Hurlow Wealth Management Group
Indiana
$352K – – –
WFA
724
WJ Financial Advisors
Connecticut
$351K +$349K +5,957 New
CI
725
CX Institutional
Indiana
$349K +$94.3K +1,608 +37%