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Vanguard Intermediate-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$370K -$536K -5,386 -59%
CBT
52
Crews Bank & Trust
Florida
$365K +$228K +2,290 +164%
Comerica Bank
53
Comerica Bank
Texas
$363K +$11.1K +112 +3%
NRC
54
New Republic Capital
North Carolina
$342K
SWM
55
SigFig Wealth Management
California
$321K +$324K +3,251 New
BMCM
56
Bryn Mawr Capital Management
Pennsylvania
$296K +$299K +3,000 New
OWA
57
Oak Wealth Advisors
Illinois
$290K -$2.98K -30 -1%
IA
58
IFG Advisory
Georgia
$287K +$29.9K +300 +12%
Corient Private Wealth
59
Corient Private Wealth
Florida
$282K +$796 +8 +0.3%
SMG
60
Smart Money Group
Texas
$269K +$271K +2,726 New
WCM
61
Winebrenner Capital Management
Kentucky
$267K
LAM
62
Lakewood Asset Management
Illinois
$257K +$9.15K +92 +4%
HTHT
63
Hemenway Trust Hemenway Trust
New Hampshire
$245K
CAM
64
Cresset Asset Management
Illinois
$217K +$218K +2,195 New
WA
65
Westfuller Advisors
New York
$214K +$995 +10 +0.5%
KAS
66
Kestra Advisory Services
Texas
$209K +$210K +2,113 New
AWM
67
Aberdeen Wealth Management
Illinois
$201K +$202K +2,033 New
Osaic Holdings
68
Osaic Holdings
Arizona
$189K -$113K -1,139 -37%
SIC
69
SJS Investment Consulting
Ohio
$112K
MWA
70
Moser Wealth Advisors
Washington
$93.9K -$4.98K -50 -5%
GK
71
Graney & King
New York
$48.8K
DPW
72
DiNuzzo Private Wealth
Pennsylvania
$47.1K +$4.98K +50 +12%
JP Morgan Chase
73
JP Morgan Chase
New York
$41.4K +$41.7K +419 New
SWM
74
Spire Wealth Management
Virginia
$22.7K +$19.9K +200 +667%
ANBT
75
American National Bank & Trust
Texas
$8.3K +$3.38K +34 +68%