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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
251
Cornerstone Wealth Group
North Carolina
$228K
SP
252
Sequent Planning
Nebraska
$227K +$227K +2,241 New
TCIIS
253
TIAA-CREF Individual & Institutional Services
New York
$226K -$55.1K -545 -20%
BRWA
254
B. Riley Wealth Advisors
Florida
$224K +$405 +4 +0.2%
PCM
255
Pennsylvania Capital Management
Pennsylvania
$213K -$485K -4,792 -69%
ASN
256
Advisory Services Network
Georgia
$212K +$303 +3 +0.1%
SWP
257
Stratos Wealth Partners
Ohio
$211K -$417K -4,120 -66%
IAA
258
Independent Advisor Alliance
North Carolina
$206K +$206K +2,036 New
MIAS
259
Mason Investment Advisory Services
Virginia
$206K +$5.36K +53 +3%
PFA
260
Portland Financial Advisors
New York
$204K
PWM
261
Perigon Wealth Management
California
$204K +$204K +2,012 New
MWM
262
Meridian Wealth Management
Kentucky
$203K -$263K -2,600 -57%
LPP
263
Life Planning Partners
Florida
$203K
JWA
264
JFS Wealth Advisors
Pennsylvania
$200K
WS
265
Wedbush Securities
California
$200K +$200K +1,975 New
WETS
266
Wealth Enhancement Trust Services
South Dakota
$200K
3FI
267
3 Factor Indexing
California
$189K
GK
268
Graney & King
New York
$178K +$21.8K +216 +14%
WIM
269
Westside Investment Management
California
$152K +$50.6K +500 +50%
TCM
270
Triumph Capital Management
Colorado
$151K +$49.6K +490 +49%
SIS
271
Strategic Investment Solutions
Illinois
$149K -$48.7K -481 -25%
Fidelity Investments
272
Fidelity Investments
Massachusetts
$147K +$98K +969 +201%
ANBT
273
American National Bank & Trust
Texas
$128K +$41K +405 +47%
RIL
274
Rothschild Investment LLC
Illinois
$127K
AWM
275
AE Wealth Management
Kansas
$117K +$31.7K +313 +37%