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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
151
Kestra Private Wealth Services
Texas
$302K -$791K -7,790 -72%
AF
152
Allworth Financial
California
$301K +$25.7K +253 +9%
MF
153
Midwestern Financial
Iowa
$300K +$2.13K +21 +0.7%
HNWAG
154
High Net Worth Advisory Group
Florida
$291K +$289K +2,851 New
MPW
155
Magnolia Private Wealth
Pennsylvania
$286K -$138K -1,361 -33%
RFP
156
Root Financial Partners
California
$286K – – –
SA
157
Sanctuary Advisors
Indiana
$285K +$284K +2,792 New
VFG
158
Valley Financial Group
Pennsylvania
$280K +$55.1K +543 +25%
WJA
159
Willis Johnson & Associates
Texas
$271K -$47.9K -472 -15%
MGIA
160
Moneta Group Investment Advisors
Missouri
$271K +$270K +2,655 New
WKWM
161
Walter & Keenan Wealth Management
Indiana
$270K -$10.2K -100 -4%
HH
162
Hilltop Holdings
Texas
$268K -$11.2K -110 -4%
LPP
163
Life Planning Partners
Florida
$265K +$264K +2,603 New
MWS
164
MFA Wealth Services
California
$264K +$263K +2,592 New
ESB
165
Essex Savings Bank
Connecticut
$254K – – –
QCM
166
Quantinno Capital Management
New York
$251K +$250K +2,459 New
RDFA
167
Ritter Daniher Financial Advisory
Ohio
$250K – – –
LWM
168
Lodestone Wealth Management
Washington
$250K – – –
FAFN
169
First Affirmative Financial Network
Colorado
$245K +$244K +2,402 New
RPGK
170
Retirement Planning Group (Kansas)
Kansas
$242K +$241K +2,377 New
FGA
171
Fortis Group Advisors
New Jersey
$239K +$22.1K +218 +10%
EFS
172
Essex Financial Services
Connecticut
$239K -$160K -1,580 -40%
CA
173
CGN Advisors
Kansas
$236K +$235K +2,311 New
LFA
174
Level Financial Advisors
New York
$234K – – –
SFA
175
Sequoia Financial Advisors
Ohio
$232K +$231K +2,277 New
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