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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
726
Dynamic Wealth Strategies
California
$254K -$5.49K -94 -2%
GWM
727
Gitterman Wealth Management
New Jersey
$252K -$21.1K -361 -8%
PCI
728
Planning Center Inc
Illinois
$251K – – –
NPT
729
National Philanthropic Trust
Pennsylvania
$249K +$250K +4,285 New
LPAM
730
Lodestar Private Asset Management
California
$248K +$12.8K +219 +5%
CA
731
CGN Advisors
Kansas
$247K +$10.5K +180 +4%
MWM
732
Meritas Wealth Management
California
$247K +$5.08K +87 +2%
AWM
733
Apollon Wealth Management
South Carolina
$245K +$245K +4,206 New
UWS
734
Unique Wealth Strategies
Illinois
$244K +$245K +4,200 New
BFG
735
Berger Financial Group
Minnesota
$244K -$19K -326 -7%
ML
736
McAdam LLC
Pennsylvania
$244K +$245K +4,193 New
GVIC
737
Global Value Investment Corporation
Wisconsin
$241K +$241K +4,135 New
FCM
738
Fourpath Capital Management
Oklahoma
$239K – – –
BTIM
739
BancFirst Trust & Investment Management
Oklahoma
$238K +$13.7K +235 +6%
JCM
740
Jacobi Capital Management
Pennsylvania
$238K -$13.1K -225 -5%
MWM
741
Modern Wealth Management
Kansas
$236K -$22.4K -384 -9%
BWM
742
Brickley Wealth Management
California
$233K – – –
CAM
743
Clark Asset Management
New Hampshire
$233K +$234K +4,001 New
NFP
744
Narus Financial Partners
Utah
$233K – – –
TFS
745
Thoroughbred Financial Services
Tennessee
$231K +$232K +3,973 New
JWM
746
JFG Wealth Management
Colorado
$230K -$3.09K -53 -1%
PWM
747
Parkworth Wealth Management
California
$229K +$230K +3,934 New
DWP
748
Destiny Wealth Partners
Florida
$228K – – –
GM
749
GeoWealth Management
Illinois
$228K -$23.8K -407 -9%
MPW
750
MGO Private Wealth
California
$226K – – –
28 29
30
31 32