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Vanguard Short-Term Treasury ETF
VGSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
126
Montag & Associates
Georgia
$16.8M -$190K -3,261 -1%
DRS
127
Deane Retirement Strategies
Louisiana
$16.1M +$15.6M +267,507 +2,250%
SL
128
Salomon & Ludwin
Virginia
$16M +$1.11M +19,117 +7%
AIM
129
Allen Investment Management
New York
$15.9M +$16M +275,528 New
CFD
130
Creative Financial Designs
Indiana
$15.7M -$7.04M -120,962 -31%
AMM
131
American Money Management
California
$15.5M +$857K +14,723 +6%
AIM
132
Acropolis Investment Management
Missouri
$15.4M +$2.23M +38,314 +17%
MBT
133
Montecito Bank & Trust
California
$14.7M +$53.6K +921 +0.4%
PCA
134
Pallas Capital Advisors
Massachusetts
$14.3M +$296K +5,077 +2%
HFS
135
Horizon Financial Services
North Carolina
$14M +$617K +10,589 +5%
WFM
136
Wolff Financial Management
Michigan
$14M +$1.94M +33,380 +16%
CCM
137
Canal Capital Management
Virginia
$14M +$32.9K +565 +0.2%
EWM
138
EPG Wealth Management
Georgia
$13.8M +$249K +4,277 +2%
KWA
139
KCS Wealth Advisory
California
$13.4M +$2.37M +40,654 +21%
PWC
140
PYA Waltman Capital
Tennessee
$13.4M -$2.48M -42,574 -15%
RFC
141
Regions Financial Corp
Alabama
$13.3M +$1.17M +20,095 +10%
SIA
142
SeaBridge Investment Advisors
New Jersey
$12.9M -$5.35M -91,825 -29%
HKAM
143
Horizon Kinetics Asset Management
New York
$12.9M +$4.81M +82,664 +59%
RCM
144
Rain Capital Management
Oregon
$12.8M +$12.9M +221,586 New
NAS
145
Nicolet Advisory Services
Wisconsin
$12.7M +$1.78M +30,562 +16%
MWAM
146
Manhattan West Asset Management
California
$12.6M +$877K +15,061 +7%
PAS
147
Park Avenue Securities
New York
$12.1M +$1.59M +27,228 +15%
SCM
148
Shah Capital Management
North Carolina
$11.9M – – –
PPW
149
Presilium Private Wealth
Pennsylvania
$11.8M +$1.23M +21,149 +12%
DWP
150
Destiny Wealth Partners
Florida
$11.6M -$758K -13,014 -6%
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