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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
176
Cornerstone Wealth Group
North Carolina
$229K
BFO
177
Boston Family Office
Massachusetts
$229K
PP
178
PDS Planning
Ohio
$227K +$19.7K +194 +10%
MGW
179
MB Generational Wealth
Washington
$224K +$223K +2,200 New
WTA
180
Washington Trust Advisors
Massachusetts
$224K +$223K +2,195 New
HighTower Advisors
181
HighTower Advisors
Illinois
$219K +$218K +2,147 New
VWM
182
Vermillion Wealth Management
Minnesota
$219K +$60.9K +600 +39%
EFP
183
Elser Financial Planning
Indiana
$215K +$215K +2,117 New
AWM
184
Avaii Wealth Management
Wisconsin
$210K -$105K -1,034 -33%
BAM
185
BOS Asset Management
Illinois
$203K
CWAF
186
Core Wealth Advisors (Florida)
Florida
$202K +$201K +1,979 New
JWA
187
JFS Wealth Advisors
Pennsylvania
$202K -$79.4K -782 -28%
WS
188
Wedbush Securities
California
$201K +$201K +1,975 New
HDIM
189
Hanson & Doremus Investment Management
Vermont
$149K +$65.1K +641 +78%
AWM
190
Accredited Wealth Management
Kentucky
$146K -$83.2K -819 -61%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$132K
RIL
192
Rothschild Investment LLC
Illinois
$127K +$76.2K +750 +150%
Morgan Stanley
193
Morgan Stanley
New York
$118K +$110K +1,084 +1,408%
PWA
194
Principia Wealth Advisory
Texas
$95.9K
GRP
195
Global Retirement Partners
California
$81.4K +$70.9K +698 +691%
FMP
196
Financial Management Professionals
Texas
$71.3K
JP Morgan Chase
197
JP Morgan Chase
New York
$53.9K -$14.3K -141 -21%
EB
198
Eastern Bank
Massachusetts
$51K
CMBA
199
C.M. Bidwell & Associates
Hawaii
$45.2K -$49.7K -489 -52%
GK
200
Graney & King
New York
$40.5K -$16.2K -160 -29%