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MUNY

Vanguard New York Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$606K -$32.3K -313 -5%
Raymond James Financial
27
Raymond James Financial
Florida
$598K +$103K +1,000 +21%
GK
28
Graney & King
New York
$580K +$65.1K +631 +13%
MSFS
29
Main Street Financial Solutions
Pennsylvania
$556K +$241K +2,339 +78%
AFTS
30
American Financial & Tax Strategies
New York
$520K
BIA
31
Bell Investment Advisors
California
$497K +$3.92K +38 +0.8%
OMC
32
Old Mission Capital
Illinois
$492K +$488K +4,731 New
PA
33
Parallel Advisors
California
$464K +$431K +4,181 +1,493%
CPA
34
Compass Planning Associates
Massachusetts
$453K
QCM
35
Quantinno Capital Management
New York
$444K +$441K +4,272 New
SAG
36
SageView Advisory Group
California
$435K
WANY
37
Wealthspire Advisors (New York)
New York
$428K
EH
38
Equitable Holdings
New York
$425K +$422K +4,090 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$401K +$397K +3,851 New
M
40
MYeCFO
California
$370K +$367K +3,560 New
SCP
41
Sandhill Capital Partners
New York
$360K +$357K +3,461 New
OWA
42
OakTrust Wealth Advisors
Connecticut
$343K +$340K +3,298 New
SA
43
Strategic Advisors
New York
$334K +$332K +3,213 New
TWCA
44
Two West Capital Advisors
Kansas
$301K +$2.37K +23 +0.8%
Jane Street
45
Jane Street
New York
$297K -$6.98M -67,614 -96%
CNBT
46
Canandaigua National Bank & Trust
New York
$284K +$282K +2,728 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$269K +$267K +2,583 New
PWM
48
Platt Wealth Management
California
$249K
CAMG
49
CWA Asset Management Group
Florida
$218K +$217K +2,100 New
BFG
50
Bouchey Financial Group
New York
$217K +$11.8K +114 +6%