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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
76
JFS Wealth Advisors
Pennsylvania
$477K +$278K +2,759 +138%
LAM
77
Lakewood Asset Management
Illinois
$469K -$16.8K -167 -3%
CFO
78
CVA Family Office
Colorado
$451K +$243K +2,415 +116%
BPA
79
Beacon Pointe Advisors
California
$450K
EIA
80
Eldridge Investment Advisors
New Hampshire
$444K
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$441K +$19K +189 +4%
UBS Group
82
UBS Group
Switzerland
$432K +$2.52K +25 +0.6%
FTUS
83
Flow Traders U.S.
New York
$416K -$1.7M -16,923 -80%
PSCM
84
Per Stirling Capital Management
Texas
$399K +$401K +3,985 New
KAS
85
Kestra Advisory Services
Texas
$385K +$387K +3,845 New
ECG
86
Edge Capital Group
Georgia
$372K +$374K +3,712 New
TWA
87
Trellis Wealth Advisors
California
$367K +$2.52K +25 +0.7%
OIA
88
OneDigital Investment Advisors
Kansas
$357K -$56.9K -565 -14%
MML Investors Services
89
MML Investors Services
Massachusetts
$354K +$42.1K +418 +13%
Osaic Holdings
90
Osaic Holdings
Arizona
$347K +$26.3K +261 +8%
ME
91
McIlrath & Eck
Washington
$338K +$213K +2,111 +167%
MSFS
92
Main Street Financial Solutions
Pennsylvania
$324K +$13K +129 +4%
Truist Financial
93
Truist Financial
North Carolina
$322K +$323K +3,207 New
VWA
94
VSM Wealth Advisory
Maryland
$317K +$318K +3,159 New
Lido Advisors
95
Lido Advisors
California
$300K +$302K +2,993 New
CWAF
96
Core Wealth Advisors (Florida)
Florida
$298K +$300K +2,975 New
MW
97
Maia Wealth
Colorado
$294K +$294K +2,916 New
SNWA
98
Siligmueller & Norvid Wealth Advisors
Illinois
$293K +$294K +2,920 New
AWE
99
Avidian Wealth Enterprises
Texas
$285K +$287K +2,847 New
CIA
100
Concurrent Investment Advisors
Florida
$283K +$6.85K +68 +2%