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Vanguard Intermediate-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
126
Summit Financial
New Jersey
$319K +$2.41K +24 +0.8%
SMA
127
Sage Mountain Advisors
Georgia
$301K
SA
128
Sanctuary Advisors
Indiana
$301K +$22.5K +224 +8%
AQR Capital Management
129
AQR Capital Management
Connecticut
$299K
WAM
130
Worth Asset Management
Texas
$296K +$295K +2,931 New
MKW
131
Mullaney, Keating & Wright
Connecticut
$285K +$2.21K +22 +0.8%
WCM
132
Winebrenner Capital Management
Kentucky
$285K
ODA
133
One Degree Advisors
California
$281K -$8.75K -87 -3%
MGW
134
MB Generational Wealth
Washington
$275K +$274K +2,723 New
GM
135
GeoWealth Management
Illinois
$260K +$259K +2,579 New
HTHT
136
Hemenway Trust Hemenway Trust
New Hampshire
$251K
BCA
137
Bay Colony Advisors
Massachusetts
$245K +$244K +2,427 New
EWM
138
Elevatus Welath Management
New York
$243K +$242K +2,402 New
LAM
139
Lakewood Asset Management
Illinois
$241K +$2.11K +21 +0.9%
EWA
140
EverSource Wealth Advisors
Alabama
$240K -$203K -2,022 -46%
SFS
141
Summit Financial Strategies
Ohio
$240K +$239K +2,373 New
WA
142
Westfuller Advisors
New York
$228K +$1.71K +17 +0.8%
DADC
143
D.A. Davidson & Co
Montana
$222K -$101K -1,000 -31%
WWA
144
Wingate Wealth Advisors
Massachusetts
$208K +$1.01K +10 +0.5%
KOMWMG
145
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$204K +$1.61K +16 +0.8%
SWP
146
Stratos Wealth Partners
Ohio
$203K +$203K +2,015 New
NWAG
147
Net Worth Advisory Group
Utah
$203K -$11.7K -116 -5%
NFP
148
Narus Financial Partners
Utah
$202K +$201K +2,000 New
NED
149
Nancy E. Dempze
$201K +$201K +1,994 New
AWM
150
Aberdeen Wealth Management
Illinois
$199K +$198K +1,969 New