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Vanguard Short Duration Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCI Wealth Advisors
51
TCI Wealth Advisors
Arizona
$1.18M +$1.18M +15,420 New
&Partners
52
&Partners
Tennessee
$1.1M +$258K +3,377 +31%
MWS
53
MFA Wealth Services
California
$1.08M -$67.4K -882 -6%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$1.01M +$1.01M +13,198 New
Wedmont Private Capital
55
Wedmont Private Capital
Pennsylvania
$1M +$1.01M +13,156 New
Miracle Mile Advisors
56
Miracle Mile Advisors
California
$1M +$1M +13,106 New
Jane Street
57
Jane Street
New York
$889K +$306K +4,007 +53%
Signal Advisors Wealth
58
Signal Advisors Wealth
Michigan
$856K – – –
Kelman-Lazarov Inc
59
Kelman-Lazarov Inc
Tennessee
$810K +$2.14K +28 +0.3%
Parsons Capital Management
60
Parsons Capital Management
Rhode Island
$786K +$784K +10,262 New
QFPS
61
Quantum Financial Planning Services
Washington
$782K +$203K +2,659 +35%
CWA
62
Cascade Wealth Advisors
Washington
$772K +$775K +10,140 New
Peapack-Gladstone Financial Corp
63
Peapack-Gladstone Financial Corp
New Jersey
$743K – – –
PCM
64
Prospera Capital Management
Arizona
$715K – – –
VWA
65
VSM Wealth Advisory
Maryland
$708K +$534K +6,989 New
Breakwater Capital Group
66
Breakwater Capital Group
New Jersey
$679K -$471K -6,164 -41%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$658K +$658K +8,608 New
CFS Investment Advisory Services
68
CFS Investment Advisory Services
New Jersey
$647K +$408K +5,345 +171%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$643K +$281K +3,683 +78%
New England Private Wealth Advisors
70
New England Private Wealth Advisors
Massachusetts
$637K +$458 +6 +0.1%
DFP
71
Donalies Financial Planning
District of Columbia
$637K +$635K +8,314 New
Equitable Holdings
72
Equitable Holdings
New York
$558K +$76 +1 +0%
Bryn Mawr Capital Management
73
Bryn Mawr Capital Management
Pennsylvania
$553K +$126K +1,653 +30%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$536K – – –
GWA
75
Gutierrez Wealth Advisory
Arkansas
$512K +$1.99K +26 +0.4%