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VGUS

Vanguard Ultra-Short Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCI
26
Planning Center Inc
Illinois
$1.83M -$455K -6,018 -20%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.71M -$379K -5,020 -18%
Raymond James Financial
28
Raymond James Financial
Florida
$1.68M +$1.68M +22,250 New
AHC
29
Anderson Hoagland & Co
Missouri
$1.66M +$1.23M +16,322 +293%
BWP
30
Burling Wealth Partners
Illinois
$1.33M -$716K -9,469 -35%
TWP
31
TFO Wealth Partners
Ohio
$1.33M +$661K +8,742 +100%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.31M +$531K +7,028 +69%
SC
33
Sierra Capital
Florida
$1.26M
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.26M +$1.26M +16,688 New
HIM
35
Harbour Investment Management
Washington
$1.24M +$1.24M +16,448 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.21M +$833K +11,019 +220%
GPCM
37
Guardsman Private Capital Management
Florida
$1.13M +$230K +3,038 +25%
KWM
38
Kingsview Wealth Management
Oregon
$1.13M -$457K -6,054 -29%
CFD
39
Creative Financial Designs
Indiana
$1.08M +$491K +6,503 +84%
OCM
40
Orser Capital Management
Texas
$1M
NW
41
NewEdge Wealth
Pennsylvania
$939K +$560K +7,408 +148%
Mariner
42
Mariner
Kansas
$871K +$114K +1,508 +15%
SAI
43
Savvy Advisors Inc
New York
$865K +$243K +3,210 +39%
CWAF
44
Core Wealth Advisors (Florida)
Florida
$803K +$1.97K +26 +0.2%
MF
45
Manuka Financial
Virginia
$792K +$4.38K +58 +0.6%
UCFA
46
United Capital Financial Advisors
Texas
$787K
W
47
Wealthquest
Ohio
$732K -$21.5K -285 -3%
KAS
48
Kestra Advisory Services
Texas
$722K +$310K +4,103 +75%
TCP
49
TMB Capital Partners
Arkansas
$678K +$115K +1,520 +20%
Corient Private Wealth
50
Corient Private Wealth
Florida
$663K +$3.55K +47 +0.5%