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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
McNaughton Wealth Management
California
$1.36M +$861K +8,516 +172%
WA
102
Waverly Advisors
Alabama
$1.35M +$15.2K +150 +1%
UA
103
URS Advisory
Florida
$1.34M +$417K +4,120 +45%
SPA
104
Sound Portfolio Advisors
Connecticut
$1.3M +$897K +8,872 +222%
CPA
105
Cardiff Park Advisors
California
$1.3M -$100K -993 -7%
TPF
106
Tribridge Partners Financial
Maryland
$1.29M +$142K +1,406 +12%
SFP
107
SwitchPoint Financial Planning
Utah
$1.25M -$10.3K -102 -0.8%
WIC
108
Whitegate Investment Counselors
New Hampshire
$1.25M -$511K -5,050 -29%
PSCM
109
Per Stirling Capital Management
Texas
$1.22M +$98K +969 +9%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$1.22M -$195K -1,929 -14%
FHA
111
Flagship Harbor Advisors
Massachusetts
$1.21M -$6.78K -67 -0.6%
SAW
112
Signal Advisors Wealth
Michigan
$1.2M
AIM
113
Alhambra Investment Management
Florida
$1.19M +$91K +900 +8%
BRPW
114
Ballast Rock Private Wealth
South Carolina
$1.11M -$6.58K -65 -0.6%
AF
115
Allworth Financial
California
$1.1M +$442K +4,373 +67%
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
$1.09M
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$1.09M -$26.3K -260 -2%
MA
118
Mutual Advisors
Nebraska
$1.09M +$1.08M +10,715 New
JP Morgan Chase
119
JP Morgan Chase
New York
$1.03M +$793K +7,841 +336%
PCI
120
Planning Center Inc
Illinois
$1.03M -$50.1K -495 -5%
CPC
121
Congress Park Capital
New York
$1.01M +$202K +2,000 +25%
BC
122
Burney Company
Virginia
$989K +$80.1K +792 +9%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$967K +$31.9K +315 +3%
QCM
124
Quantinno Capital Management
New York
$956K -$200K -1,978 -17%
William Blair & Company
125
William Blair & Company
Illinois
$953K -$89.5K -885 -9%