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Vanguard Intermediate-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
Elevate Wealth Advisory
Georgia
$181K +$181K +1,795 New
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$173K – – –
PWA
153
Provenance Wealth Advisors
Florida
$160K +$145K +1,439 +986%
FA
154
Fedenia Advisers
Wisconsin
$158K +$157K +1,562 New
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$151K – – –
ANBT
156
American National Bank & Trust
Texas
$129K +$40.9K +407 +47%
IFP Advisors
157
IFP Advisors
Florida
$126K – – –
SIC
158
SJS Investment Consulting
Ohio
$113K -$101K -1,000 -47%
PTC
159
Private Trust Company
Ohio
$102K +$704 +7 +0.7%
NSIM
160
North Star Investment Management
Illinois
$83.3K +$603 +6 +0.7%
TC
161
Trust Company
Kansas
$53.2K +$12.5K +124 +31%
GK
162
Graney & King
New York
$51.7K +$402 +4 +0.8%
ATS
163
Ashton Thomas Securities
New York
$49.7K +$49.5K +492 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$35K -$5.83K -58 -14%
WP
165
WealthShield Partners
North Carolina
$24.9K – – –
Spire Wealth Management
166
Spire Wealth Management
Virginia
$23.2K +$20.1K +200 +667%
Steward Partners Investment Advisory
167
Steward Partners Investment Advisory
New York
$16.1K +$16K +159 New
RWM
168
Raffa Wealth Management
District of Columbia
$13.9K +$101 +1 +0.7%
Wells Fargo
169
Wells Fargo
California
$10.8K +$10.7K +106 +10,600%
Vanguard Advisers Inc
170
Vanguard Advisers Inc
Pennsylvania
$6.53K – – –
AssetMark Inc
171
AssetMark Inc
California
$5.65K +$5.63K +56 New
TIAA Trust, National Association
172
TIAA Trust, National Association
North Carolina
$4.85K -$380K -3,779 -99%
APFP
173
Action Point Financial Planning
Michigan
$4.08K +$4.02K +40 New
Morgan Stanley
174
Morgan Stanley
New York
$170 +$101 +1 New
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
– -$2.89M -28,877 Closed