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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$665K +$232K +2,307 +54%
BCI
77
Brinker Capital Investments
Pennsylvania
$630K +$631K +6,270 New
OPS
78
Orion Portfolio Solutions
Nebraska
$630K +$631K +6,270 New
PSCM
79
Per Stirling Capital Management
Texas
$622K +$222K +2,205 +55%
AWM
80
Avior Wealth Management
Nebraska
$612K +$562K +5,590 +1,118%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$611K +$612K +6,080 New
NA
82
NewEdge Advisors
Louisiana
$597K +$331K +3,291 +124%
EC
83
Eaton-Cambridge
Arizona
$574K +$575K +5,715 New
WA
84
Waverly Advisors
Alabama
$569K -$7.54K -75 -1%
CBT
85
Crews Bank & Trust
Florida
$558K
OA
86
Oxbow Advisors
Texas
$538K -$26.4K -262 -5%
CA
87
Clearstead Advisors
Ohio
$534K +$517K +5,141 +2,938%
IWS
88
Integrity Wealth Solutions
Colorado
$531K +$283K +2,810 +113%
Creative Planning
89
Creative Planning
Kansas
$505K +$506K +5,027 New
LKBC
90
L.K. Benson & Company
Maryland
$504K +$302 +3 +0.1%
LAM
91
Lakewood Asset Management
Illinois
$490K +$19.8K +197 +4%
AIM
92
Alhambra Investment Management
Florida
$482K
CA
93
CoreCap Advisors
Michigan
$475K +$475K +4,721 New
EIA
94
Eldridge Investment Advisors
New Hampshire
$469K +$25.1K +250 +6%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$450K +$8.25K +82 +2%
MF
96
Montis Financial
Massachusetts
$448K +$448K +4,456 New
MSFS
97
Main Street Financial Solutions
Pennsylvania
$447K +$123K +1,218 +38%
SSW
98
Stone Summit Wealth
Florida
$436K -$134K -1,333 -23%
Truist Financial
99
Truist Financial
North Carolina
$405K +$83K +825 +26%
CWAF
100
Core Wealth Advisors (Florida)
Florida
$399K +$100K +994 +33%