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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAG
101
Bridgewealth Advisory Group
California
$933K -$60.9K -600 -6%
PSCM
102
Per Stirling Capital Management
Texas
$925K +$286K +2,816 +45%
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$911K +$89.3K +879 +11%
CIA
104
Concurrent Investment Advisors
Florida
$890K +$77.2K +760 +10%
TAWM
105
Three Arch Wealth Management
California
$877K +$877K +8,636 New
GWA
106
Gutierrez Wealth Advisory
Arkansas
$844K -$728K -7,167 -46%
Betterment LLC
107
Betterment LLC
New York
$818K +$37.2K +366 +5%
HL
108
HeadInvest LLC
Maine
$806K
SAI
109
Savvy Advisors Inc
New York
$802K -$142K -1,400 -15%
QCM
110
Quantinno Capital Management
New York
$763K +$513K +5,050 +205%
UA
111
URS Advisory
Florida
$760K +$760K +7,480 New
FFA
112
Fortune Financial Advisors
Kansas
$718K +$270K +2,658 +60%
RIM
113
Rockbridge Investment Management
New York
$717K +$259K +2,553 +57%
RFP
114
RCS Financial Planning
Maryland
$710K
EFP
115
EnRich Financial Partners
Wisconsin
$699K -$2.34K -23 -0.3%
BA
116
Bridgewater Advisors
New York
$693K
TWM
117
Thrive Wealth Management
Pennsylvania
$685K
AIA
118
Arbor Investment Advisors
North Carolina
$675K +$675K +6,644 New
ERIC
119
Eagle Rock Investment Company
Georgia
$673K -$113K -1,109 -14%
VWA
120
VSM Wealth Advisory
Maryland
$672K +$46.1K +454 +7%
MML Investors Services
121
MML Investors Services
Massachusetts
$667K +$171K +1,680 +34%
CFM
122
Cornerstone Financial Management
Massachusetts
$665K +$665K +6,545 New
IWS
123
Integrity Wealth Solutions
Colorado
$656K +$2.54K +25 +0.4%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$655K +$655K +6,448 New
CFD
125
Creative Financial Designs
Indiana
$637K -$3.18M -31,349 -83%