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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
776
VisionPoint Advisory Group
Texas
$241K +$240K +4,093 New
TFS
777
Thoroughbred Financial Services
Tennessee
$239K +$6.1K +104 +3%
CP
778
Castleview Partners
Texas
$238K +$238K +4,051 New
SGCA
779
Steel Grove Capital Advisors
Tennessee
$237K – – –
BWM
780
Brickley Wealth Management
California
$236K – – –
VP
781
Verum Partners
North Carolina
$234K -$528 -9 -0.2%
AAS
782
Ameritas Advisory Services
Nebraska
$234K -$697K -11,876 -75%
TPI
783
Trust Point Inc
Wisconsin
$234K -$15.7K -268 -6%
MWM
784
Mission Wealth Management
California
$231K +$14K +238 +6%
BTW
785
Boston Trust Walden
Massachusetts
$231K +$231K +3,931 New
WIC
786
Whitegate Investment Counselors
New Hampshire
$230K – – –
ESB
787
Essex Savings Bank
Connecticut
$229K -$721K -12,291 -76%
MPW
788
MGO Private Wealth
California
$229K – – –
BA
789
BCM Advisors
Louisiana
$227K +$226K +3,857 New
FHC
790
First Heartland Consultants
Missouri
$226K +$225K +3,842 New
I
791
IMPACTfolio
Colorado
$225K -$1.7K -29 -0.8%
PCI
792
Planning Center Inc
Illinois
$224K -$29.9K -510 -12%
LPAM
793
Lodestar Private Asset Management
California
$223K -$44.2K -754 -17%
JWM
794
JFG Wealth Management
Colorado
$222K – – –
SWM
795
Spire Wealth Management
Virginia
$221K -$16.7M -285,030 -99%
AG
796
AlTi Global
New York
$217K – – –
CD
797
Chapin Davis
Maryland
$217K +$216K +3,689 New
PCWA
798
Pacific Capital Wealth Advisors
California
$216K +$215K +3,673 New
MHC
799
Meyer Handelman Company
New York
$214K – – –
TLFA
800
True Link Financial Advisors
California
$212K +$1.47K +25 +0.7%
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