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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
751
Meritas Wealth Management
California
$249K – – –
BFG
752
Berger Financial Group
Minnesota
$246K – – –
IWP
753
Innova Wealth Partners
Pennsylvania
$245K +$244K +4,176 New
FCM
754
Fourpath Capital Management
Oklahoma
$241K – – –
BOJHT
755
Bank of Jackson Hole Trust
Wyoming
$238K +$55.3K +948 +30%
BWM
756
Brickley Wealth Management
California
$235K – – –
CAM
757
Clark Asset Management
New Hampshire
$235K – – –
NFP
758
Narus Financial Partners
Utah
$235K – – –
PWM
759
Parkworth Wealth Management
California
$232K +$1.58K +27 +0.7%
JWM
760
JFG Wealth Management
Colorado
$232K – – –
MWM
761
Modern Wealth Management
Kansas
$232K -$6.3K -108 -3%
CA
762
Clearstead Advisors
Ohio
$230K +$220K +3,778 +2,661%
JCM
763
Jacobi Capital Management
Pennsylvania
$229K -$11.6K -199 -5%
MPW
764
MGO Private Wealth
California
$228K – – –
GPW
765
Genesis Private Wealth
Virginia
$228K – – –
HDIM
766
Hanson & Doremus Investment Management
Vermont
$227K – – –
CPA
767
Clear Point Advisors
New York
$227K +$225K +3,863 New
MWM
768
Mission Wealth Management
California
$226K +$225K +3,851 New
AA
769
Alpha Advisors
Virginia
$223K -$15M -257,114 -99%
DWS
770
Dynamic Wealth Strategies
California
$223K -$33K -565 -13%
AFG
771
ABLE Financial Group
Arizona
$223K – – –
NC
772
Napatree Capital
Rhode Island
$222K – – –
EFP
773
Envision Financial Planning
Tennessee
$221K -$671K -11,489 -75%
UFA
774
Uptown Financial Advisors
Texas
$221K -$50.4K -863 -19%
FNB
775
Farmers National Bank
Kentucky
$220K +$219K +3,752 New
29 30
31
32 33