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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
176
Montis Financial
Massachusetts
$538K
RCAG
177
Rehmann Capital Advisory Group
Michigan
$537K +$3.54K +35 +0.7%
SSW
178
Stone Summit Wealth
Florida
$535K -$13.5K -133 -2%
VA
179
VestGen Advisors
Illinois
$534K +$101 +1 +0%
SA
180
Sanctuary Advisors
Indiana
$528K +$75.8K +749 +17%
LKBC
181
L.K. Benson & Company
Maryland
$525K +$2.43K +24 +0.5%
QFPS
182
Quantum Financial Planning Services
Washington
$515K
FHC
183
First Heartland Consultants
Missouri
$507K -$70.3K -695 -12%
PSB
184
Piscataqua Savings Bank
New Hampshire
$507K
MMA
185
Miracle Mile Advisors
California
$501K +$500K +4,946 New
FTUS
186
Flow Traders U.S.
New York
$496K -$484K -4,787 -49%
CW
187
CreativeOne Wealth
Kansas
$485K +$78.8K +779 +19%
Cerity Partners
188
Cerity Partners
New York
$474K +$50K +494 +12%
MWM
189
Modern Wealth Management
Kansas
$462K -$486K -4,805 -51%
SC
190
Slow Capital
California
$453K +$452K +4,472 New
IFG
191
Independent Financial Group
California
$443K +$124K +1,221 +39%
BAMG
192
Brand Asset Management Group
Missouri
$440K +$439K +4,344 New
EFS
193
Essex Financial Services
Connecticut
$439K +$202K +2,000 +86%
SWM
194
SigFig Wealth Management
California
$437K +$44.3K +438 +11%
KPWS
195
Kestra Private Wealth Services
Texas
$437K +$71.1K +703 +19%
XF
196
XML Financial
Maryland
$432K
DAM
197
Directional Asset Management
Illinois
$428K -$236K -2,329 -36%
CFD
198
Creative Financial Designs
Indiana
$427K -$107K -1,056 -20%
AFG
199
Atomi Financial Group
New York
$420K +$121K +1,194 +40%
LHWM
200
Lake Hills Wealth Management
Texas
$413K +$412K +4,072 New