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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
776
Essential Planning
New Hampshire
$441K – – –
IP
777
Ignite Planners
California
$439K +$5.11K +87 +1%
NSIM
778
North Star Investment Management
Illinois
$437K +$32.5K +554 +8%
CHJWM
779
Carlton Hofferkamp & Jenks Wealth Management
Texas
$434K -$360K -6,126 -45%
RFP
780
Roth Financial Partners
Texas
$432K -$580K -9,876 -57%
WWM
781
Walser Wealth Management
Florida
$431K -$115K -1,959 -21%
KOC
782
Koss-Olinger Consulting
Florida
$430K +$432K +7,351 New
GAM
783
Grandview Asset Management
Pennsylvania
$429K +$42.3K +721 +11%
TPI
784
Trust Point Inc
Wisconsin
$423K +$182K +3,106 +75%
CC
785
Courier Capital
New York
$420K -$5.99K -102 -1%
VC
786
Vicus Capital
Pennsylvania
$416K +$2.52K +43 +0.6%
SCTC
787
Sanibel Captiva Trust Company
Florida
$416K – – –
CI
788
CX Institutional
Indiana
$416K +$18K +307 +5%
AW
789
Avion Wealth
Texas
$414K – – –
VCP
790
Verus Capital Partners
Arizona
$414K +$169K +2,881 +69%
WIC
791
Whitegate Investment Counselors
New Hampshire
$413K +$159K +2,710 +62%
CSPIA
792
Cary Street Partners Investment Advisory
Virginia
$413K +$340K +5,798 +461%
MMA
793
Miracle Mile Advisors
California
$412K -$215K -3,670 -34%
WG
794
WMS Group
Louisiana
$410K – – –
VCM
795
Versant Capital Management
Arizona
$407K -$73.9K -1,259 -15%
PNFS
796
PW Nova Financial Services
Pennsylvania
$403K – – –
LFAS
797
Level Four Advisory Services
Texas
$403K +$55.8K +951 +16%
TFA
798
TrustWell Financial Advisors
Florida
$402K +$22.6K +385 +6%
BFS
799
BridgePort Financial Solutions
Iowa
$401K – – –
CMP
800
Coston McIsaac & Partners
Maine
$399K +$1.06K +18 +0.3%
30 31
32
33 34