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VGUS

Vanguard Ultra-Short Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$871K
IWC
52
Integrated Wealth Concepts
Massachusetts
$845K +$349K +4,624 +71%
HIA
53
Harbor Investment Advisory
Maryland
$801K +$800K +10,582 New
MF
54
Manuka Financial
Virginia
$799K +$6.88K +91 +0.9%
MWM
55
Modern Wealth Management
Kansas
$788K +$165K +2,190 +27%
MWA
56
Mills Wealth Advisors
Texas
$780K +$779K +10,308 New
TCP
57
TMB Capital Partners
Arkansas
$751K +$72.5K +960 +11%
PAG
58
Private Advisory Group
Washington
$748K +$748K +9,892 New
W
59
Wealthquest
Ohio
$742K +$9.97K +132 +1%
CWAF
60
Core Wealth Advisors (Florida)
Florida
$703K -$100K -1,324 -12%
BEW
61
Burton Enright Welch
California
$677K +$105K +1,384 +18%
Corient Private Wealth
62
Corient Private Wealth
Florida
$663K
MKW
63
Mullaney, Keating & Wright
Connecticut
$653K +$653K +8,636 New
KIM
64
Kestra Investment Management
Texas
$620K +$620K +8,200 New
QCM
65
Quantinno Capital Management
New York
$565K
NA
66
NewEdge Advisors
Louisiana
$529K +$179K +2,365 +51%
HWMG
67
Hurlow Wealth Management Group
Indiana
$520K +$519K +6,870 New
RBC
68
Rye Brook Capital
Connecticut
$414K +$413K +5,470 New
FFM
69
Forum Financial Management
Illinois
$373K +$373K +4,930 New
OMIC
70
Old Mission Investment Co
Michigan
$352K +$352K +4,657 New
CWG
71
Crown Wealth Group
North Carolina
$351K -$111K -1,469 -24%
BAG
72
Bridgewealth Advisory Group
California
$322K -$73.7K -975 -19%
IFA
73
Index Fund Advisors
California
$301K +$301K +3,983 New
RC
74
Randolph Company
Ohio
$299K +$299K +3,957 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$292K +$292K +3,862 New