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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
26
Financial Engines Advisors
California
$1.33M -$55.6K -556 -4%
SA
27
Sunesis Advisors
Kansas
$1.2M
PAG
28
Private Advisor Group
New Jersey
$1.17M +$189K +1,895 +19%
HTC
29
Haverford Trust Company
Pennsylvania
$1.14M +$91.7K +917 +9%
PCI
30
Planning Center Inc
Illinois
$1.11M
SC
31
Sinecera Capital
Texas
$997K +$218K +2,177 +28%
BC
32
Bowman & Company
Wisconsin
$972K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$949K -$116K -1,163 -11%
DWP
34
Daymark Wealth Partners
Ohio
$902K +$524K +5,239 +139%
SAI
35
Savvy Advisors Inc
New York
$890K +$889K +8,892 New
WG
36
Watchman Group
Texas
$874K +$70.6K +706 +9%
LWANC
37
Laurel Wealth Advisors (North Carolina)
North Carolina
$866K -$120K -1,197 -12%
BAG
38
Bridgewealth Advisory Group
California
$853K +$852K +8,523 New
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$812K +$811K +8,118 New
EIA
40
Eldridge Investment Advisors
New Hampshire
$744K -$303K -3,031 -29%
OMC
41
Old Mission Capital
Illinois
$728K +$727K +7,274 New
RFP
42
RCS Financial Planning
Maryland
$619K +$24K +240 +4%
SSW
43
Stone Summit Wealth
Florida
$603K -$82.3K -823 -12%
LPL Financial
44
LPL Financial
California
$539K +$73.1K +731 +16%
IAN
45
Integrated Advisors Network
Texas
$512K
RJFSA
46
Raymond James Financial Services Advisors
Florida
$457K +$300 +3 +0.1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$436K -$326K -3,259 -43%
EFS
48
Essex Financial Services
Connecticut
$432K +$429K +4,290 New
TWA
49
Trellis Wealth Advisors
California
$391K +$391K +3,911 New
PP
50
PrairieView Partners
Minnesota
$388K