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Vanguard Intermediate-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
76
Focus Partners Advisor Solutions
Missouri
$846K +$858K +8,461 New
IIA
77
Integrity Investment Advisors
Colorado
$838K +$850K +8,380 New
KPWS
78
Kestra Private Wealth Services
Texas
$833K +$453K +4,469 +116%
NA
79
NewEdge Advisors
Louisiana
$799K -$27.9K -275 -3%
PGFC
80
Peapack-Gladstone Financial Corp
New Jersey
$770K
RPC
81
Rossmore Private Capital
Connecticut
$768K +$69.7K +687 +10%
TPF
82
Tribridge Partners Financial
Maryland
$740K +$106K +1,048 +17%
AA
83
Alesco Advisors
New York
$725K +$287K +2,830 +64%
SP
84
Sequent Planning
Nebraska
$718K +$345K +3,406 +90%
EFP
85
Elser Financial Planning
Indiana
$703K +$2.43K +24 +0.3%
HNB
86
Huntington National Bank
Ohio
$692K +$702K +6,922 New
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$681K +$101K +1,000 +17%
AFG
88
Atomi Financial Group
New York
$638K +$647K +6,382 New
2L
89
25 LLC
Missouri
$631K
KAS
90
Kestra Advisory Services
Texas
$616K +$101 +1 +0%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$615K +$196K +1,935 +46%
GWP
92
Gateway Wealth Partners
Wisconsin
$614K +$623K +6,140 New
BEI
93
Benjamin Edwards Inc
Missouri
$606K +$85.6K +844 +16%
TCIIS
94
TIAA-CREF Individual & Institutional Services
New York
$595K +$604K +5,957 New
CBT
95
Crews Bank & Trust
Florida
$551K
WP
96
WealthSpring Partners
California
$527K +$535K +5,276 New
OIA
97
OneDigital Investment Advisors
Kansas
$526K +$2.64K +26 +0.5%
DBRC
98
D.B. Root & Company
Pennsylvania
$502K +$510K +5,025 New
PSCM
99
Per Stirling Capital Management
Texas
$492K +$499K +4,923 New
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$492K +$171K +1,687 +59%