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Vanguard Intermediate-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$884K +$161K +1,616 +22%
GPW
27
Genesis Private Wealth
Virginia
$869K -$1.59K -16 -0.2%
FMN
28
Financial Management Network
California
$820K +$160K +1,611 +24%
MMPW
29
Mitchell McLeod Pugh & Williams
Alabama
$812K +$47.8K +480 +6%
BPA
30
Beacon Pointe Advisors
California
$726K +$296K +2,976 +68%
IWS
31
Integrity Wealth Solutions
Colorado
$662K +$667K +6,700 New
LWM
32
Luminvest Wealth Management
Arizona
$652K
SOAG
33
Silver Oak Advisory Group
Oregon
$649K +$432K +4,342 +195%
TFO
34
Timonier Family Office
North Carolina
$632K +$49.1K +493 +8%
2L
35
25 LLC
Missouri
$613K +$1.19K +12 +0.2%
MW
36
Maia Wealth
Colorado
$596K +$20.7K +208 +4%
FPCP
37
Fort Point Capital Partners
California
$518K +$522K +5,244 New
Truist Financial
38
Truist Financial
North Carolina
$510K +$513K +5,160 New
HI
39
Harbour Investments
Wisconsin
$500K -$167K -1,674 -25%
MPW
40
Magnolia Private Wealth
Pennsylvania
$499K
Brown Advisory
41
Brown Advisory
Maryland
$494K +$498K +5,000 New
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$472K
CA
43
CoreCap Advisors
Michigan
$471K +$474K +4,768 New
SMA
44
Sage Mountain Advisors
Georgia
$446K
GA
45
Gordian Advisors
Arizona
$426K
JWA
46
JFS Wealth Advisors
Pennsylvania
$415K +$99.5K +1,000 +31%
IAN
47
Integrated Advisors Network
Texas
$410K +$413K +4,148 New
KPWS
48
Kestra Private Wealth Services
Texas
$398K +$17.1K +172 +4%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$397K +$400K +4,017 New
FLPIM
50
F.L. Putnam Investment Management
Massachusetts
$392K +$395K +3,968 New