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Vanguard Intermediate-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
51
WhitTier Trust Company
Nevada
$936K +$924K +9,341 New
GPW
52
Genesis Private Wealth
Virginia
$881K +$61K +616 +8%
SCM
53
Sheridan Capital Management
California
$865K +$408K +4,125 +92%
AQR Capital Management
54
AQR Capital Management
Connecticut
$845K -$1.12M -11,340 -57%
HSA
55
HBK Sorce Advisory
Pennsylvania
$835K +$821K +8,294 New
STFP
56
Signal Tree Financial Partners
Ohio
$828K
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$773K
Osaic Holdings
58
Osaic Holdings
Arizona
$761K +$395K +3,990 +108%
HI
59
Harbour Investments
Wisconsin
$704K +$208K +2,107 +43%
MW
60
Maia Wealth
Colorado
$658K -$33.2K -336 -5%
EFP
61
Elser Financial Planning
Indiana
$649K +$642K +6,486 New
2L
62
25 LLC
Missouri
$630K +$7.13K +72 +1%
KAS
63
Kestra Advisory Services
Texas
$618K +$401K +4,052 +192%
JWA
64
JFS Wealth Advisors
Pennsylvania
$559K +$552K +5,575 New
OIA
65
OneDigital Investment Advisors
Kansas
$520K +$3.86K +39 +0.8%
WA
66
Waverly Advisors
Alabama
$507K +$500K +5,056 New
CA
67
CoreCap Advisors
Michigan
$484K +$2.57K +26 +0.5%
LWM
68
Luminvest Wealth Management
Arizona
$480K
NA
69
NewEdge Advisors
Louisiana
$474K +$468K +4,726 New
SAM
70
S.A. Mason
Michigan
$451K +$445K +4,500 New
SCM
71
SCS Capital Management
Massachusetts
$440K
CBT
72
Crews Bank & Trust
Florida
$436K
GA
73
Gordian Advisors
Arizona
$433K
IA
74
IFG Advisory
Georgia
$421K
IAN
75
Integrated Advisors Network
Texas
$412K +$407K +4,109 New