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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
151
Mariner
Kansas
$273K +$271K +2,702 New
BWP
152
Burling Wealth Partners
Illinois
$271K +$269K +2,689 New
SWM
153
SigFig Wealth Management
California
$271K +$269K +2,681 New
ESB
154
Essex Savings Bank
Connecticut
$251K
RDFA
155
Ritter Daniher Financial Advisory
Ohio
$247K
LWM
156
Lodestone Wealth Management
Washington
$247K +$245K +2,450 New
LFA
157
Level Financial Advisors
New York
$231K
BFO
158
Boston Family Office
Massachusetts
$227K +$225K +2,250 New
CWG
159
Cornerstone Wealth Group
North Carolina
$227K +$225K +2,249 New
First Manhattan
160
First Manhattan
New York
$226K +$224K +2,240 New
VFG
161
Valley Financial Group
Pennsylvania
$222K
RWM
162
Rialto Wealth Management
New York
$221K +$2.4K +24 +1%
FGA
163
Fortis Group Advisors
New Jersey
$216K +$214K +2,132 New
APC
164
Asset Planning Corporation
Tennessee
$215K +$214K +2,133 New
SCM
165
SCS Capital Management
Massachusetts
$210K -$69.3K -692 -25%
PP
166
PDS Planning
Ohio
$205K +$204K +2,035 New
BA
167
Bristlecone Advisors
Washington
$202K +$200K +2,001 New
BAM
168
BOS Asset Management
Illinois
$201K +$199K +1,990 New
HI
169
Harbour Investments
Wisconsin
$170K +$48.9K +488 +41%
VWM
170
Vermillion Wealth Management
Minnesota
$156K +$1.1K +11 +0.7%
AWM
171
Accredited Wealth Management
Kentucky
$135K -$2.5K -25 -2%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$131K +$110K +1,098 +549%
PWA
173
Principia Wealth Advisory
Texas
$95K
CMBA
174
C.M. Bidwell & Associates
Hawaii
$94.1K +$51K +509 +120%
HDIM
175
Hanson & Doremus Investment Management
Vermont
$83K +$82.2K +821 New