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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
51
Raymond James Trust
Florida
$312K -$143K -1,416 -31%
FCA
52
FinTrust Capital Advisors
South Carolina
$307K
Corient Private Wealth
53
Corient Private Wealth
Florida
$301K -$62.7K -621 -17%
Osaic Holdings
54
Osaic Holdings
Arizona
$299K +$14.4K +143 +5%
BWM
55
Brown Wealth Management
Illinois
$253K +$909 +9 +0.4%
RDFA
56
Ritter Daniher Financial Advisory
Ohio
$247K
LAM
57
Lakewood Asset Management
Illinois
$243K +$243K +2,409 New
LFA
58
Level Financial Advisors
New York
$231K
EWM
59
Empirical Wealth Management
Washington
$227K -$193K -1,911 -46%
TC
60
TownSquare Capital
Utah
$223K +$808 +8 +0.4%
MSFS
61
Main Street Financial Solutions
Pennsylvania
$218K +$219K +2,168 New
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$211K +$211K +2,092 New
CWC
63
Carolinas Wealth Consulting
North Carolina
$205K +$1.01K +10 +0.5%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$182K +$183K +1,811 New
GFPC
65
Global Financial Private Client
Florida
$123K
CT
66
Cambridge Trust
Massachusetts
$91.4K +$2.63K +26 +3%
FMP
67
Financial Management Professionals
Texas
$70K +$40.4K +400 +133%
UBS Group
68
UBS Group
Switzerland
$55.4K -$198K -1,959 -78%
AWM
69
Avior Wealth Management
Nebraska
$50.4K
RIL
70
Rothschild Investment LLC
Illinois
$50.4K
FFA
71
Farther Finance Advisors
California
$50.2K
AA
72
Ancora Advisors
Ohio
$35K
AFS
73
Annapolis Financial Services
Maryland
$27K +$27.1K +268 New
HI
74
Harbour Investments
Wisconsin
$25.2K
BFEC
75
Benjamin F. Edwards & Company
Missouri
$21K +$21K +208 New