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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
226
American National Bank & Trust
Texas
$66.1K +$35.6K +351 +117%
AWM
227
AE Wealth Management
Kansas
$59.5K +$59.5K +586 New
VWM
228
Vermillion Wealth Management
Minnesota
$54.6K -$163K -1,607 -75%
EB
229
Eastern Bank
Massachusetts
$50.8K – – –
GC
230
Gould Capital
Washington
$50.8K +$50.8K +500 New
CMBA
231
C.M. Bidwell & Associates
Hawaii
$45K – – –
RF
232
Rossby Financial
Florida
$41.6K +$8.94K +88 +27%
PWA
233
Physician Wealth Advisors
Utah
$38.3K – – –
BFP
234
Birchwood Financial Partners
Minnesota
$35.6K +$35.5K +350 New
NL
235
NEPC LLC
Massachusetts
$30.4K +$30.4K +299 New
MCM
236
MAI Capital Management
Ohio
$30.4K – – –
IA
237
IFP Advisors
Florida
$26.2K +$203 +2 +0.8%
SIS
238
Strategic Investment Solutions
Illinois
$22K +$21.9K +216 New
SPIA
239
Steward Partners Investment Advisory
New York
$20.3K – – –
HNB
240
Huntington National Bank
Ohio
$19.7K – – –
OC
241
Optima Capital
Oregon
$19K +$19K +187 New
RWM
242
Raffa Wealth Management
District of Columbia
$16.8K +$16.8K +165 New
FPAS
243
Focus Partners Advisor Solutions
Missouri
– -$3.79M -37,212 Closed
EC
244
Elequin Capital
New York
– -$1.91M -18,697 Closed
PWS
245
Physician Wealth Solutions
Nevada
– -$829K -8,130 Closed
PPWM
246
PFG Private Wealth Management
Florida
– -$656K -6,434 Closed
LAM
247
Lakewood Asset Management
Illinois
– -$503K -4,932 Closed
FIA
248
Foundations Investment Advisors
Arizona
– -$339K -3,322 Closed
MW
249
Maia Wealth
Colorado
– -$327K -3,229 Closed
IWP
250
Innova Wealth Partners
Pennsylvania
– -$321K -3,150 Closed
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