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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mission Wealth Management
California
$293K +$288K +2,890 New
Osaic Holdings
52
Osaic Holdings
Arizona
$287K +$33.4K +335 +13%
FA
53
FC Advisory
Pennsylvania
$278K +$274K +2,746 New
UBS Group
54
UBS Group
Switzerland
$254K +$247K +2,480 +8,552%
BWM
55
Brown Wealth Management
Illinois
$254K +$250K +2,507 New
RDFA
56
Ritter Daniher Financial Advisory
Ohio
$248K +$244K +2,450 New
LFA
57
Level Financial Advisors
New York
$232K +$147K +1,471 +179%
GSAM
58
Grant Street Asset Management
Pennsylvania
$232K +$228K +2,291 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$231K -$229K -2,297 -50%
TC
60
TownSquare Capital
Utah
$223K +$220K +2,203 New
CAN
61
Cetera Advisor Networks
California
$222K +$218K +2,185 New
CFD
62
Creative Financial Designs
Indiana
$211K +$207K +2,080 New
CWC
63
Carolinas Wealth Consulting
North Carolina
$205K +$1.3K +13 +0.6%
RPGK
64
Retirement Planning Group (Kansas)
Kansas
$200K +$197K +1,977 New
GFPC
65
Global Financial Private Client
Florida
$125K +$123K +1,230 New
CT
66
Cambridge Trust
Massachusetts
$89.4K +$88K +882 New
AWM
67
Avior Wealth Management
Nebraska
$50.7K +$49.9K +500 New
FFA
68
Farther Finance Advisors
California
$50.7K +$49.9K +500 New
RIL
69
Rothschild Investment LLC
Illinois
$50.7K +$49.9K +500 New
AA
70
Ancora Advisors
Ohio
$35.3K
FMP
71
Financial Management Professionals
Texas
$30K +$29.9K +300 New
HI
72
Harbour Investments
Wisconsin
$25.4K
RCM
73
Richardson Capital Management
Wisconsin
$10.1K +$9.97K +100 New
Morgan Stanley
74
Morgan Stanley
New York
$7.71K +$7.58K +76 New
PCM
75
Penserra Capital Management
California
$7K +$7.28K +73 New