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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
51
Cardiff Park Advisors
California
$1.44M -$46.9K -466 -3%
IIA
52
Integrity Investment Advisors
Colorado
$1.36M +$1.37M +13,574 New
BWA
53
BlueChip Wealth Advisors
Georgia
$1.34M +$512K +5,093 +62%
LWANC
54
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.33M +$151K +1,502 +13%
SFP
55
SwitchPoint Financial Planning
Utah
$1.33M -$15.2K -151 -1%
DWP
56
Daymark Wealth Partners
Ohio
$1.3M +$161K +1,605 +14%
SPP
57
Single Point Partners
Massachusetts
$1.23M +$55.7K +554 +5%
SA
58
Sunesis Advisors
Kansas
$1.2M
APC
59
Aspire Private Capital
North Carolina
$1.2M +$1.2M +11,976 New
KPWS
60
Kestra Private Wealth Services
Texas
$1.1M +$1.1M +10,943 New
PCI
61
Planning Center Inc
Illinois
$1.09M
Luther King Capital Management (LKCM)
62
Luther King Capital Management (LKCM)
Texas
$1.08M
AIC
63
Allodium Investment Consultants
Minnesota
$1.03M +$216K +2,152 +27%
KSWA
64
Kathleen S. Wright Associates
Pennsylvania
$985K +$342K +3,400 +53%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$964K +$447K +4,439 +86%
PCA
66
Prosperity Capital Advisors
Ohio
$956K +$957K +9,514 New
SAI
67
Savvy Advisors Inc
New York
$934K
EFS
68
Essex Financial Services
Connecticut
$821K -$30.2K -300 -4%
PFA
69
Pillar Financial Advisors
Kentucky
$805K +$43K +427 +6%
HL
70
HeadInvest LLC
Maine
$797K
FTUS
71
Flow Traders U.S.
New York
$777K +$360K +3,580 +86%
RFP
72
RCS Financial Planning
Maryland
$762K +$9.46K +94 +1%
MML Investors Services
73
MML Investors Services
Massachusetts
$705K +$350K +3,479 +98%
EFP
74
EnRich Financial Partners
Wisconsin
$703K -$1.51K -15 -0.2%
BA
75
Bridgewater Advisors
New York
$680K +$684K +6,797 New