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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
776
Grandview Asset Management
Pennsylvania
$388K -$78.8K -1,341 -17%
MYIA
777
Mount Yale Investment Advisors
Colorado
$387K +$85.2K +1,449 +28%
VAS
778
Vestmark Advisory Solutions
Massachusetts
$387K +$388K +6,595 New
PCA
779
Pallas Capital Advisors
Massachusetts
$385K – – –
WWA
780
Wingate Wealth Advisors
Massachusetts
$382K +$383K +6,512 New
TCM
781
Tuttle Capital Management
Connecticut
$382K +$382K +6,500 New
BCM
782
Basso Capital Management
Connecticut
$380K +$178K +3,032 +88%
TFA
783
TrustWell Financial Advisors
Florida
$380K +$381K +6,476 New
CFO
784
CVA Family Office
Colorado
$380K -$705 -12 -0.2%
LIM
785
Leavell Investment Management
Alabama
$378K -$118K -2,000 -24%
CLP
786
Charis Legacy Partners
Texas
$373K -$47.1K -802 -11%
VWM
787
Venturi Wealth Management
Texas
$372K -$39.6K -673 -10%
SSWG
788
Seven Springs Wealth Group
Tennessee
$372K -$706K -12,003 -65%
EFS
789
Essex Financial Services
Connecticut
$367K -$75.5K -1,285 -17%
RCAG
790
Rehmann Capital Advisory Group
Michigan
$356K -$588 -10 -0.2%
BA
791
Blueline Advisors
New Hampshire
$355K +$355K +6,042 New
SHIM
792
Stone House Investment Management
Pennsylvania
$353K +$19.7K +335 +6%
BFA
793
Brown Financial Advisory
Alabama
$353K – – –
SWA
794
SFMG Wealth Advisors
Texas
$352K – – –
HWMG
795
Hurlow Wealth Management Group
Indiana
$351K – – –
PFG
796
Pinnacle Financial Group
Illinois
$350K +$350K +5,962 New
LFAS
797
Level Four Advisory Services
Texas
$349K +$349K +5,936 New
SFMG
798
Sage Financial Management Group
Virginia
$345K – – –
IA
799
IFG Advisory
Georgia
$345K +$88.5K +1,506 +34%
CWMGO
800
Capstone Wealth Management Group (Oregon)
Oregon
$342K +$3.06K +52 +0.9%
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