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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Parallel Advisors
California
$495K +$63.7K +1,086 +15%
MWM
752
Modera Wealth Management
New Jersey
$489K -$108K -1,832 -18%
MWP
753
Meridian Wealth Partners
Pennsylvania
$488K – – –
G
754
GenTrust
Florida
$486K -$28.3K -482 -5%
AW
755
Alteri Wealth
California
$484K +$45.3K +772 +10%
FGWP
756
Founders Grove Wealth Partners
Virginia
$483K -$114K -1,949 -19%
BFPW
757
BOK Financial Private Wealth
Colorado
$477K -$858K -14,612 -64%
TWM
758
Tolleson Wealth Management
Texas
$473K – – –
PMG
759
ProVise Management Group
Florida
$471K – – –
BJL
760
Brighton Jones LLC
Washington
$468K +$469K +7,996 New
NFW
761
Noble Family Wealth
Florida
$468K -$1.96M -33,321 -81%
RWA
762
Redhawk Wealth Advisors
Minnesota
$467K -$78.9K -1,344 -14%
AWM
763
Aries Wealth Management
Maine
$462K – – –
BCM
764
Basso Capital Management
Connecticut
$461K +$82.4K +1,403 +22%
TFS
765
truNorth Financial Services
Pennsylvania
$460K +$462K +7,865 New
WFA
766
Wells Financial Advisors
Massachusetts
$457K -$113K -1,930 -20%
SCP
767
Seizert Capital Partners
Michigan
$457K – – –
MO
768
McMillan Office
Michigan
$451K – – –
TWM
769
TRB Wealth Management
Texas
$451K +$452K +7,698 New
LKBC
770
L.K. Benson & Company
Maryland
$450K -$217K -3,703 -33%
ATPW
771
Ashton Thomas Private Wealth
Arizona
$450K +$237K +4,031 +110%
ML
772
McAdam LLC
Pennsylvania
$449K +$27.8K +474 +7%
WCFA
773
Walkner Condon Financial Advisors
Wisconsin
$449K +$200K +3,411 +80%
FCFC
774
First Commonwealth Financial Corp
Pennsylvania
$449K – – –
LLWM
775
Life Line Wealth Management
California
$443K +$2.7K +46 +0.6%
29 30
31
32 33