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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

Name Holding Trade Value Shares
Change 		Change in
Stake
MGW
176
MB Generational Wealth
Washington
$317K +$93.6K +922 +42%
KPWS
177
Kestra Private Wealth Services
Texas
$314K +$12.7K +125 +4%
MF
178
Midwestern Financial
Iowa
$302K +$2.74K +27 +0.9%
TWM
179
TCFG Wealth Management
California
$300K -$7.11K -70 -2%
IFG
180
Independent Financial Group
California
$300K +$300K +2,950 New
FAI
181
Fiduciary Advisors Inc
Missouri
$290K +$290K +2,859 New
MWM
182
McNaughton Wealth Management
California
$289K +$289K +2,845 New
CAG
183
Compass Advisory Group
New York
$276K +$276K +2,717 New
WJA
184
Willis Johnson & Associates
Texas
$270K – – –
MGIA
185
Moneta Group Investment Advisors
Missouri
$270K – – –
HH
186
Hilltop Holdings
Texas
$267K +$711 +7 +0.3%
MPW
187
Magnolia Private Wealth
Pennsylvania
$263K -$21.8K -215 -8%
MA
188
MCF Advisors
Kentucky
$257K +$257K +2,535 New
ESB
189
Essex Savings Bank
Connecticut
$253K – – –
RFP
190
Root Financial Partners
California
$252K -$32.5K -320 -11%
VT
191
Vise Technologies
New York
$252K +$252K +2,485 New
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$251K -$64.3K -633 -20%
NSIM
193
North Star Investment Management
Illinois
$250K +$250K +2,460 New
LWM
194
Lodestone Wealth Management
Washington
$249K – – –
RDFA
195
Ritter Daniher Financial Advisory
Ohio
$249K – – –
WKWM
196
Walter & Keenan Wealth Management
Indiana
$244K -$25.4K -250 -9%
FGA
197
Fortis Group Advisors
New Jersey
$242K +$1.63K +16 +0.7%
RPGK
198
Retirement Planning Group (Kansas)
Kansas
$241K – – –
PP
199
PDS Planning
Ohio
$241K +$14.7K +145 +7%
CA
200
CGN Advisors
Kansas
$239K +$3.86K +38 +2%
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