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Vanguard Intermediate-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$392K +$300K +3,032 +347%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$381K +$376K +3,800 New
CB
78
Cadence Bank
Mississippi
$347K +$342K +3,459 New
KPWS
79
Kestra Private Wealth Services
Texas
$346K -$59.5K -601 -15%
BEI
80
Benjamin Edwards Inc
Missouri
$316K +$311K +3,142 New
SMA
81
Sage Mountain Advisors
Georgia
$299K
Corient Private Wealth
82
Corient Private Wealth
Florida
$295K +$1.98K +20 +0.7%
TPF
83
Tribridge Partners Financial
Maryland
$288K +$284K +2,872 New
WCM
84
Winebrenner Capital Management
Kentucky
$271K
LAM
85
Lakewood Asset Management
Illinois
$265K +$2.18K +22 +0.8%
BPA
86
Beacon Pointe Advisors
California
$261K +$257K +2,597 New
EFS
87
Essex Financial Services
Connecticut
$253K +$250K +2,525 New
HTHT
88
Hemenway Trust Hemenway Trust
New Hampshire
$249K
SA
89
Sanctuary Advisors
Indiana
$231K +$228K +2,306 New
JWCA
90
J.W. Cole Advisors
Florida
$231K +$228K +2,302 New
Comerica Bank
91
Comerica Bank
Texas
$225K
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$223K +$220K +2,226 New
WA
93
Westfuller Advisors
New York
$221K +$1.58K +16 +0.7%
P
94
&Partners
Tennessee
$204K +$201K +2,036 New
BHWA
95
Beacon Harbor Wealth Advisors
Virginia
$201K +$198K +2,000 New
FAG
96
Financial Architects (Georgia)
Georgia
$201K +$198K +2,000 New
NFP
97
Narus Financial Partners
Utah
$201K +$198K +2,000 New
EWA
98
EverSource Wealth Advisors
Alabama
$163K -$25.3K -256 -14%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$140K +$138K +1,399 New
SIC
100
SJS Investment Consulting
Ohio
$113K -$495 -5 -0.4%