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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
751
Melfa Wealth Management
Massachusetts
$249K +$248K +4,250 New
MWM
752
Meritas Wealth Management
California
$249K – – –
BFG
753
Berger Financial Group
Minnesota
$246K – – –
IWP
754
Innova Wealth Partners
Pennsylvania
$245K +$244K +4,176 New
FCM
755
Fourpath Capital Management
Oklahoma
$241K – – –
BOJHT
756
Bank of Jackson Hole Trust
Wyoming
$238K +$55.3K +948 +30%
BWM
757
Brickley Wealth Management
California
$235K – – –
CAM
758
Clark Asset Management
New Hampshire
$235K – – –
NFP
759
Narus Financial Partners
Utah
$235K – – –
PWM
760
Parkworth Wealth Management
California
$232K +$1.58K +27 +0.7%
JWM
761
JFG Wealth Management
Colorado
$232K – – –
MWM
762
Modern Wealth Management
Kansas
$232K -$6.3K -108 -3%
CA
763
Clearstead Advisors
Ohio
$230K +$220K +3,778 +2,661%
JCM
764
Jacobi Capital Management
Pennsylvania
$229K -$11.6K -199 -5%
MPW
765
MGO Private Wealth
California
$228K – – –
GPW
766
Genesis Private Wealth
Virginia
$228K – – –
HDIM
767
Hanson & Doremus Investment Management
Vermont
$227K – – –
CPA
768
Clear Point Advisors
New York
$227K +$225K +3,863 New
MWM
769
Mission Wealth Management
California
$226K +$225K +3,851 New
AA
770
Alpha Advisors
Virginia
$223K -$15M -257,114 -99%
DWS
771
Dynamic Wealth Strategies
California
$223K -$33K -565 -13%
AFG
772
ABLE Financial Group
Arizona
$223K – – –
NC
773
Napatree Capital
Rhode Island
$222K – – –
EFP
774
Envision Financial Planning
Tennessee
$221K -$671K -11,489 -75%
UFA
775
Uptown Financial Advisors
Texas
$221K -$50.4K -863 -19%
29 30
31
32 33