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Vanguard Short Duration Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Summit Wealth Partners
101
Summit Wealth Partners
Florida
$231K +$231K +3,019 New
KFG
102
Kropog Financial Group
Louisiana
$224K +$224K +2,929 New
Advisory Services Network
103
Advisory Services Network
Georgia
$220K – – –
Cardiff Park Advisors
104
Cardiff Park Advisors
California
$218K – – –
Elequin Capital
105
Elequin Capital
New York
$210K +$210K +2,746 New
BFA
106
Bill Few Associates
Pennsylvania
$209K +$209K +2,730 New
EWM
107
Elmwood Wealth Management
California
$207K +$1.6K +21 +0.8%
GK
108
Graney & King
New York
$203K +$1.6K +21 +0.8%
SCA
109
Snowden Capital Advisors
New York
$201K +$200K +2,617 New
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$200K +$200K +2,614 New
Farther Finance Advisors
111
Farther Finance Advisors
California
$182K +$123K +1,609 +210%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$151K +$42.9K +561 +40%
BH
113
Burk Holdings
Oklahoma
$150K +$150K +1,958 New
1CP
114
1015 Capital Partners
Pennsylvania
$140K – – –
AE Wealth Management
115
AE Wealth Management
Kansas
$129K +$10.8K +141 +9%
Steward Partners Investment Advisory
116
Steward Partners Investment Advisory
New York
$79.2K – – –
Trust Company
117
Trust Company
Kansas
$58.2K – – –
Tower Research Capital (TRC)
118
Tower Research Capital (TRC)
New York
$34.1K +$229 +3 +0.7%
PS
119
Planning Strategies
Pennsylvania
$23.5K +$23.5K +307 New
Osaic Holdings
120
Osaic Holdings
Arizona
$23.3K +$153 +2 +0.7%
NBC Securities
121
NBC Securities
Alabama
$22.1K +$22K +288 New
HBW
122
Hazlett, Burt & Watson
West Virginia
$11K +$11.5K +150 New
MWA
123
Medallion Wealth Advisors
Connecticut
$6.82K – – –
Wells Fargo
124
Wells Fargo
California
$55 – – –
Blue Trust Inc
125
Blue Trust Inc
Georgia
– -$1.94M -25,388 Closed