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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
76
Daymark Wealth Partners
Ohio
$1.37M +$11.9K +117 +0.9%
EC
77
Eaton-Cambridge
Arizona
$1.37M +$785K +7,727 +135%
IIA
78
Integrity Investment Advisors
Colorado
$1.34M -$27.7K -273 -2%
EWA
79
EverSource Wealth Advisors
Alabama
$1.33M +$414K +4,078 +46%
PCA
80
Prosperity Capital Advisors
Ohio
$1.28M +$192K +1,895 +18%
SFP
81
SwitchPoint Financial Planning
Utah
$1.22M +$5.48K +54 +0.5%
BC
82
Burney Company
Virginia
$1.14M -$373K -3,678 -25%
TC
83
TAGStone Capital
North Carolina
$1.14M -$317K -3,126 -22%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$1.13M +$1.12M +11,050 New
AIM
85
Alhambra Investment Management
Florida
$1.1M +$305K +3,000 +38%
Luther King Capital Management (LKCM)
86
Luther King Capital Management (LKCM)
Texas
$1.1M
SA
87
Sunesis Advisors
Kansas
$1.09M +$1.08M +10,674 New
PCI
88
Planning Center Inc
Illinois
$1.09M
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$1.07M -$3.34M -32,858 -76%
FFA
90
Farther Finance Advisors
California
$1.05M +$695K +6,847 +196%
AWM
91
Avior Wealth Management
Nebraska
$1.01M +$279K +2,750 +38%
BAG
92
Bridgewealth Advisory Group
California
$997K +$10.2K +100 +1%
WA
93
Waverly Advisors
Alabama
$977K +$234K +2,301 +32%
FHA
94
Flagship Harbor Advisors
Massachusetts
$952K
SAI
95
Savvy Advisors Inc
New York
$947K
William Blair & Company
96
William Blair & Company
Illinois
$913K -$209K -2,055 -19%
PFA
97
Pillar Financial Advisors
Kentucky
$869K +$103K +1,015 +14%
PWS
98
Physician Wealth Solutions
Nevada
$829K
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$825K -$130K -1,285 -14%
CIA
100
Concurrent Investment Advisors
Florida
$815K +$536K +5,274 +193%