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Vanguard Short-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEC
176
Blue Edge Capital
Virginia
$3.26M +$222K +3,629 +7%
TPCW
177
TD Private Client Wealth
New York
$3.25M -$168K -2,740 -5%
AIM
178
Anchor Investment Management
South Carolina
$3.25M -$96.5K -1,578 -3%
JWM
179
Jackson Wealth Management
Florida
$3.22M +$20.1K +329 +0.6%
FWM
180
Foresight Wealth Management
Utah
$3.21M -$1.84M -30,151 -36%
IFWM
181
Institute for Wealth Management
Colorado
$3.17M -$183K -2,989 -5%
MCA
182
Maryland Capital Advisors
Maryland
$3.04M +$3.06M +50,020 New
HNB
183
Huntington National Bank
Ohio
$3.03M -$2.54M -41,571 Closed
FWM
184
Frontier Wealth Management
Missouri
$3.02M -$116K -1,902 -4%
EWA
185
EP Wealth Advisors
California
$3.01M -$148K -2,418 -5%
Allspring Global Investments
186
Allspring Global Investments
North Carolina
$2.97M +$2.99M +48,853 New
PWM
187
Perigon Wealth Management
California
$2.9M -$808K -13,209 -22%
CPWM
188
Cypress Point Wealth Management
Texas
$2.89M -$96.4K -1,577 -3%
ASW
189
Astoria Strategic Wealth
Texas
$2.84M +$1.26M +20,540 +79%
BAM
190
Belpointe Asset Management
Nevada
$2.84M -$128K -2,091 -4%
VFA
191
Values First Advisors
Tennessee
$2.7M +$499K +8,155 +22%
WRTC
192
Wind River Trust Company
Wyoming
$2.66M -$137K -2,234 -5%
WANY
193
Wealthspire Advisors (New York)
New York
$2.66M
GLLW
194
Graves Light Lenhart Wealth
Virginia
$2.63M +$1.11M +18,162 +72%
Betterment LLC
195
Betterment LLC
New York
$2.6M -$302K -4,936 -10%
WA
196
WBH Advisory
Maryland
$2.54M +$1.02M +16,739 +67%
LSAG
197
Lake Street Advisors Group
New Hampshire
$2.53M +$2.54M +41,584 New
NEGWA
198
New England Guild Wealth Advisors
Connecticut
$2.52M -$348K -5,686 -12%
AWM
199
Axxcess Wealth Management
California
$2.49M +$2.51M +40,994 New
HWM
200
HB Wealth Management
Georgia
$2.49M +$2.5M +40,923 New