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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAG
51
Bridgewealth Advisory Group
California
$963K +$100K +994 +12%
SAI
52
Savvy Advisors Inc
New York
$932K
GG
53
Gleason Group
Kentucky
$917K +$921K +9,144 New
Stifel Financial
54
Stifel Financial
Missouri
$915K +$920K +9,131 New
Wells Fargo
55
Wells Fargo
California
$852K +$856K +8,497 New
BB
56
Berkshire Bank
Massachusetts
$850K -$80.6K -800 -9%
EFS
57
Essex Financial Services
Connecticut
$849K -$9.07K -90 -1%
BWA
58
BlueChip Wealth Advisors
Georgia
$825K +$367K +3,640 +79%
AIC
59
Allodium Investment Consultants
Minnesota
$809K +$813K +8,065 New
HL
60
HeadInvest LLC
Maine
$795K +$799K +7,934 New
PFA
61
Pillar Financial Advisors
Kentucky
$760K +$764K +7,586 New
RFP
62
RCS Financial Planning
Maryland
$750K +$50K +496 +7%
HF
63
HRT Financial
New York
$731K +$735K +7,300 New
DWM
64
Dakota Wealth Management
Florida
$712K +$715K +7,100 New
EFP
65
EnRich Financial Partners
Wisconsin
$702K +$351K +3,480 +99%
JSA
66
Jacobson & Schmitt Advisors
Wisconsin
$684K +$687K +6,822 New
KSWA
67
Kathleen S. Wright Associates
Pennsylvania
$642K +$343K +3,400 +113%
WA
68
Waverly Advisors
Alabama
$575K +$578K +5,740 New
SSW
69
Stone Summit Wealth
Florida
$569K -$12K -119 -2%
OA
70
Oxbow Advisors
Texas
$563K
CBT
71
Crews Bank & Trust
Florida
$556K +$559K +5,550 New
Jones Financial Companies
72
Jones Financial Companies
Missouri
$518K +$521K +5,168 New
WG
73
Watchman Group
Texas
$502K +$13.1K +130 +3%
LKBC
74
L.K. Benson & Company
Maryland
$502K +$504K +5,007 New
AIM
75
Alhambra Investment Management
Florida
$481K +$484K +4,800 New