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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HL
101
HeadInvest LLC
Maine
$809K
TPF
102
Tribridge Partners Financial
Maryland
$797K +$474K +4,672 +147%
ERIC
103
Eagle Rock Investment Company
Georgia
$788K +$440K +4,331 +127%
Betterment LLC
104
Betterment LLC
New York
$784K +$472K +4,645 +153%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$722K +$258K +2,543 +56%
RFP
106
RCS Financial Planning
Maryland
$712K
EFP
107
EnRich Financial Partners
Wisconsin
$704K -$5.48K -54 -0.8%
BA
108
Bridgewater Advisors
New York
$689K
TWM
109
Thrive Wealth Management
Pennsylvania
$687K +$199K +1,961 +41%
Mariner
110
Mariner
Kansas
$683K +$406K +4,000 +148%
IWS
111
Integrity Wealth Solutions
Colorado
$656K -$13.2K -130 -2%
PPWM
112
PFG Private Wealth Management
Florida
$656K +$653K +6,434 New
PSCM
113
Per Stirling Capital Management
Texas
$641K
VWA
114
VSM Wealth Advisory
Maryland
$628K +$122K +1,197 +24%
CBT
115
Crews Bank & Trust
Florida
$566K
FHC
116
First Heartland Consultants
Missouri
$549K +$39.7K +391 +8%
OA
117
Oxbow Advisors
Texas
$546K
KAS
118
Kestra Advisory Services
Texas
$527K -$1.01K -10 -0.2%
APC
119
Asset Planning Corporation
Tennessee
$525K +$307K +3,021 +142%
QFPS
120
Quantum Financial Planning Services
Washington
$518K
LKBC
121
L.K. Benson & Company
Maryland
$516K +$2.54K +25 +0.5%
EPP
122
ETF Portfolio Partners
Kansas
$509K
LAM
123
Lakewood Asset Management
Illinois
$503K +$2.94K +29 +0.6%
Envestnet Portfolio Solutions
124
Envestnet Portfolio Solutions
Illinois
$503K +$46.1K +454 +10%
MML Investors Services
125
MML Investors Services
Massachusetts
$498K -$174K -1,712 -26%