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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
76
The Family Firm
Maryland
$201K +$201K +2,012 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$179K -$2K -20 -1%
GFPC
78
Global Financial Private Client
Florida
$123K
FMP
79
Financial Management Professionals
Texas
$70K
AWM
80
Avior Wealth Management
Nebraska
$50K
RIL
81
Rothschild Investment LLC
Illinois
$50K
FFA
82
Farther Finance Advisors
California
$49.8K
AFS
83
Annapolis Financial Services
Maryland
$42.3K +$15.5K +155 +58%
UBS Group
84
UBS Group
Switzerland
$36.1K -$18.9K -189 -34%
HI
85
Harbour Investments
Wisconsin
$25K
IA
86
IFP Advisors
Florida
$25K +$25K +250 New
CC
87
Cultivar Capital
Texas
$24K +$24K +240 New
BFEC
88
Benjamin F. Edwards & Company
Missouri
$21K +$200 +2 +1%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$20K
CA
90
Clearstead Advisors
Ohio
$13.8K
CFO
91
CVA Family Office
Colorado
$11.1K +$11.1K +111 New
S
92
SignatureFD
Georgia
$10K +$10K +100 New
Morgan Stanley
93
Morgan Stanley
New York
$7.61K
SPP
94
Single Point Partners
Massachusetts
-$993K -9,864 Closed
FF
95
Francis Financial
-$463K -4,599 Closed
HSA
96
HBK Sorce Advisory
Pennsylvania
-$457K -4,539 Closed
LEA
97
Legacy Edge Advisors
New York
-$410K -4,069 Closed
FTUS
98
Flow Traders U.S.
New York
-$376K -3,737 Closed
RJT
99
Raymond James Trust
Florida
-$312K -3,096 Closed
EWM
100
Empirical Wealth Management
Washington
-$227K -2,258 Closed