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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
126
CoreCap Advisors
Michigan
$487K +$2.23K +22 +0.5%
AWE
127
Avidian Wealth Enterprises
Texas
$468K +$101K +998 +28%
RIM
128
Rockbridge Investment Management
New York
$460K +$458K +4,509 New
EIA
129
Eldridge Investment Advisors
New Hampshire
$457K – – –
MF
130
Montis Financial
Massachusetts
$454K – – –
MSFS
131
Main Street Financial Solutions
Pennsylvania
$450K -$18.4K -181 -4%
FFA
132
Fortune Financial Advisors
Kansas
$449K +$448K +4,409 New
HI
133
Harbour Investments
Wisconsin
$428K +$255K +2,509 +149%
PSB
134
Piscataqua Savings Bank
New Hampshire
$408K +$406K +4,000 New
SSW
135
Stone Summit Wealth
Florida
$392K -$113K -1,117 -23%
CFO
136
CVA Family Office
Colorado
$357K – – –
BMCM
137
Bryn Mawr Capital Management
Pennsylvania
$355K – – –
BA
138
Bristlecone Advisors
Washington
$354K +$150K +1,475 +74%
XF
139
XML Financial
Maryland
$348K – – –
BWP
140
Burling Wealth Partners
Illinois
$340K +$66K +650 +24%
FIA
141
Foundations Investment Advisors
Arizona
$339K -$12.7K -125 -4%
TWA
142
Trellis Wealth Advisors
California
$334K -$22K -217 -6%
MW
143
Maia Wealth
Colorado
$327K -$28.8K -284 -8%
SWM
144
SigFig Wealth Management
California
$327K +$53.6K +528 +20%
IWP
145
Innova Wealth Partners
Pennsylvania
$321K +$320K +3,150 New
SFG
146
SNS Financial Group
Minnesota
$320K +$319K +3,139 New
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$316K -$275K -2,707 -47%
TWM
148
TCFG Wealth Management
California
$308K +$307K +3,026 New
ME
149
McIlrath & Eck
Washington
$308K +$10.4K +102 +3%
HWMG
150
Hurlow Wealth Management Group
Indiana
$307K +$306K +3,009 New
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