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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
126
Wedmont Private Capital
Pennsylvania
$804K +$810K +7,939 New
HL
127
HeadInvest LLC
Maine
$802K
IAS
128
Integrity Advisory Solutions
Texas
$800K +$807K +7,913 New
DWA
129
Delos Wealth Advisors
Texas
$794K +$801K +7,852 New
RCP
130
Roan Capital Partners
Tennessee
$775K +$781K +7,662 New
FFA
131
Fortune Financial Advisors
Kansas
$766K +$52.1K +511 +7%
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$741K -$168K -1,647 -18%
VWA
133
VSM Wealth Advisory
Maryland
$731K +$62.2K +610 +9%
WP
134
WealthSpring Partners
California
$729K +$735K +7,207 New
KAS
135
Kestra Advisory Services
Texas
$723K +$202K +1,979 +38%
RIM
136
Rockbridge Investment Management
New York
$714K
PCM
137
Pennsylvania Capital Management
Pennsylvania
$697K +$315K +3,084 +81%
EFP
138
EnRich Financial Partners
Wisconsin
$691K -$5.41K -53 -0.8%
WP
139
Westmount Partners
California
$687K +$693K +6,797 New
TWM
140
Thrive Wealth Management
Pennsylvania
$682K
IWS
141
Integrity Wealth Solutions
Colorado
$680K +$26.9K +264 +4%
RFP
142
RCS Financial Planning
Maryland
$673K -$34.1K -334 -5%
AIA
143
Arbor Investment Advisors
North Carolina
$672K
DAM
144
Directional Asset Management
Illinois
$663K +$58.6K +575 +10%
AF
145
Allworth Financial
California
$659K +$214K +2,102 +48%
EH
146
Equitable Holdings
New York
$657K +$267K +2,615 +68%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$653K +$714 +7 +0.1%
EWA
148
EverSource Wealth Advisors
Alabama
$641K -$958K -9,391 -60%
SFG
149
SNS Financial Group
Minnesota
$629K +$263K +2,579 +71%
SWP
150
Stratos Wealth Partners
Ohio
$627K +$632K +6,200 New