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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
101
OneDigital Investment Advisors
Kansas
$389K +$31.9K +317 +9%
KAS
102
Kestra Advisory Services
Texas
$388K +$1.11K +11 +0.3%
Cerity Partners
103
Cerity Partners
New York
$381K +$382K +3,794 New
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$378K +$378K +3,761 New
TWA
105
Trellis Wealth Advisors
California
$369K +$1.21K +12 +0.3%
ME
106
McIlrath & Eck
Washington
$367K +$27.8K +276 +8%
BPA
107
Beacon Pointe Advisors
California
$364K -$87.6K -871 -19%
CFO
108
CVA Family Office
Colorado
$352K -$100K -997 -22%
ERIC
109
Eagle Rock Investment Company
Georgia
$352K +$352K +3,500 New
VWA
110
VSM Wealth Advisory
Maryland
$351K +$33.7K +335 +11%
FIA
111
Foundations Investment Advisors
Arizona
$346K +$347K +3,447 New
AWE
112
Avidian Wealth Enterprises
Texas
$336K +$50K +497 +17%
HH
113
Hilltop Holdings
Texas
$306K +$306K +3,043 New
MW
114
Maia Wealth
Colorado
$302K +$11.4K +113 +4%
SNWA
115
Siligmueller & Norvid Wealth Advisors
Illinois
$293K
CIA
116
Concurrent Investment Advisors
Florida
$284K
SCM
117
SCS Capital Management
Massachusetts
$279K +$279K +2,772 New
JWA
118
JFS Wealth Advisors
Pennsylvania
$277K -$201K -2,000 -42%
AF
119
Allworth Financial
California
$269K +$1.11K +11 +0.4%
BC
120
Burney Company
Virginia
$268K +$268K +2,662 New
BWM
121
Brown Wealth Management
Illinois
$266K +$101 +1 +0%
AWM
122
Avaii Wealth Management
Wisconsin
$254K -$15.9K -158 -6%
ESB
123
Essex Savings Bank
Connecticut
$250K
RDFA
124
Ritter Daniher Financial Advisory
Ohio
$246K
HighTower Advisors
125
HighTower Advisors
Illinois
$245K +$38.8K +386 +19%