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Vanguard Intermediate-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Aberdeen Wealth Management
Illinois
$200K
EWA
77
EverSource Wealth Advisors
Alabama
$185K -$182K -1,858 -50%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$152K +$152K +1,549 New
MWA
79
Moser Wealth Advisors
Washington
$113K +$19.6K +200 +21%
SIC
80
SJS Investment Consulting
Ohio
$112K +$196 +2 +0.2%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$86.2K +$85.7K +875 New
DPW
82
DiNuzzo Private Wealth
Pennsylvania
$71.9K +$24.8K +253 +53%
GK
83
Graney & King
New York
$48.9K +$196 +2 +0.4%
SWM
84
Spire Wealth Management
Virginia
$22.7K
ANBT
85
American National Bank & Trust
Texas
$22.2K +$13.8K +141 +168%
HNB
86
Huntington National Bank
Ohio
$11.5K
Wells Fargo
87
Wells Fargo
California
$5.94K
Morgan Stanley
88
Morgan Stanley
New York
$105 +$98 +1 New
EFP
89
Elser Financial Planning
Indiana
-$933K -9,445 Closed
BPA
90
Beacon Pointe Advisors
California
-$726K -7,351 Closed
MPW
91
Magnolia Private Wealth
Pennsylvania
-$499K -5,050 Closed
JWA
92
JFS Wealth Advisors
Pennsylvania
-$415K -4,195 Closed
IAN
93
Integrated Advisors Network
Texas
-$410K -4,148 Closed
SMG
94
Smart Money Group
Texas
-$269K -2,726 Closed
CAM
95
Cresset Asset Management
Illinois
-$217K -2,195 Closed
JP Morgan Chase
96
JP Morgan Chase
New York
-$41.4K -419 Closed
AWM
97
AE Wealth Management
Kansas
-$1K -10 Closed