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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
51
Lakewood Asset Management
Illinois
$381K +$140K +1,403 +58%
OIA
52
OneDigital Investment Advisors
Kansas
$375K +$22.6K +226 +6%
AWM
53
Avaii Wealth Management
Wisconsin
$361K -$7.1K -71 -2%
MML Investors Services
54
MML Investors Services
Massachusetts
$359K +$359K +3,591 New
EFP
55
EnRich Financial Partners
Wisconsin
$354K -$48.7K -487 -12%
BWA
56
BlueChip Wealth Advisors
Georgia
$351K +$351K +3,510 New
DDPIC
57
Deroy & Devereaux Private Investment Counsel
Michigan
$350K +$350K +3,500 New
IWS
58
Integrity Wealth Solutions
Colorado
$345K +$2K +20 +0.6%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$315K -$363K -3,635 -54%
FCA
60
FinTrust Capital Advisors
South Carolina
$305K
KSWA
61
Kathleen S. Wright Associates
Pennsylvania
$300K +$300K +3,000 New
MSFS
62
Main Street Financial Solutions
Pennsylvania
$292K +$75.2K +752 +35%
Osaic Holdings
63
Osaic Holdings
Arizona
$288K -$9.8K -98 -3%
Corient Private Wealth
64
Corient Private Wealth
Florida
$279K -$20.5K -205 -7%
BWM
65
Brown Wealth Management
Illinois
$273K +$20.9K +209 +8%
BPA
66
Beacon Pointe Advisors
California
$264K +$264K +2,637 New
RFG
67
RFP Financial Group
Georgia
$262K -$231K -2,306 -47%
RDFA
68
Ritter Daniher Financial Advisory
Ohio
$245K
AI
69
Atria Investments
North Carolina
$241K +$241K +2,412 New
CIC
70
Cutler Investment Counsel
Oregon
$238K +$238K +2,377 New
LFA
71
Level Financial Advisors
New York
$229K
TC
72
TownSquare Capital
Utah
$224K +$2.3K +23 +1%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$210K +$1.01M +10,125 +484%
Citadel Advisors
74
Citadel Advisors
Florida
$208K +$208K +2,077 New
CWC
75
Carolinas Wealth Consulting
North Carolina
$205K +$1K +10 +0.5%