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Vanguard Ultra-Short Treasury ETF
VGUS

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$32.6M +$4.27M +56,591 +15%
PFA
2
Pathway Financial Advisors
Vermont
$19.2M -$4.18M -55,388 -18%
CMP
3
Coston McIsaac & Partners
Maine
$15.6M +$2.35M +31,179 +18%
LPL Financial
4
LPL Financial
California
$12M +$10.3M +136,978 +608%
SIS
5
Strategic Investment Solutions
Illinois
$10.4M +$6.88M +91,105 +193%
Morgan Stanley
6
Morgan Stanley
New York
$9.29M +$671K +8,881 +8%
FFA
7
Farther Finance Advisors
California
$7.95M +$3.96M +52,405 +99%
UBS Group
8
UBS Group
Switzerland
$5.35M +$3.9M +51,626 +268%
CWG
9
Crown Wealth Group
North Carolina
$4.99M +$1.28M +16,974 +35%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.67M +$3.74M +49,456 +400%
Truist Financial
11
Truist Financial
North Carolina
$3.34M +$2.32M +30,750 +228%
CISOA
12
Capital Investment Services of America
Wisconsin
$2.67M +$1.02M +13,547 +62%
PCI
13
Planning Center Inc
Illinois
$2.28M +$1.16M +15,309 +103%
SPIA
14
Steward Partners Investment Advisory
New York
$2.21M +$99.1K +1,312 +5%
KWS
15
Keystone Wealth Services
California
$2.18M +$592K +7,833 +37%
WA
16
Waverly Advisors
Alabama
$2.12M +$2.12M +28,049 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.09M +$326K +4,315 +18%
BFO
18
Boston Family Office
Massachusetts
$2.04M +$132K +1,742 +7%
BWP
19
Burling Wealth Partners
Illinois
$2.04M +$537K +7,110 +36%
NC
20
North Capital
Utah
$1.89M -$88.8K -1,176 -4%
ZF
21
Zhang Financial
Michigan
$1.61M +$1.62M +21,399 New
KWM
22
Kingsview Wealth Management
Oregon
$1.58M +$1.58M +20,974 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.55M +$1.55M +20,522 New
Citadel Advisors
24
Citadel Advisors
Florida
$1.26M +$177K +2,349 +16%
SC
25
Sierra Capital
Florida
$1.26M +$36.6K +485 +3%
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