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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
201
Hanson & Doremus Investment Management
Vermont
$410K +$260K +2,568 +173%
PRAG
202
Portfolio Resources Advisor Group
Florida
$383K +$383K +3,784 New
FPI
203
Financial Plan Inc
Washington
$383K +$101K +995 +36%
BH
204
Burk Holdings
Oklahoma
$381K +$56.4K +558 +17%
IAN
205
Integrated Advisors Network
Texas
$375K +$375K +3,704 New
OA
206
Oxbow Advisors
Texas
$373K -$99.8K -987 -21%
BMCM
207
Bryn Mawr Capital Management
Pennsylvania
$373K
SF
208
Summit Financial
New Jersey
$371K +$2.43K +24 +0.7%
TIA
209
TCFG Investment Advisors
California
$370K +$70.8K +700 +24%
MWM
210
Modera Wealth Management
New Jersey
$360K +$359K +3,550 New
SFA
211
Sequoia Financial Advisors
Ohio
$360K -$83.1K -822 -19%
WAM
212
Worth Asset Management
Texas
$354K +$354K +3,497 New
CAG
213
Compass Advisory Group
New York
$352K +$52.7K +521 +18%
AWA
214
Acumen Wealth Advisors
Tennessee
$351K +$350K +3,460 New
DT
215
Diversified Trust
Tennessee
$347K +$347K +3,429 New
WTC
216
WhitTier Trust Company
Nevada
$341K +$341K +3,370 New
MPW
217
Magnolia Private Wealth
Pennsylvania
$327K -$32.9K -325 -9%
GAMC
218
Garner Asset Management Corp
Texas
$324K
BJL
219
Brighton Jones LLC
Washington
$321K +$16.7K +165 +5%
GRP
220
Global Retirement Partners
California
$318K +$317K +3,135 New
RDFA
221
Ritter Daniher Financial Advisory
Ohio
$309K +$60.7K +600 +24%
HF
222
HRT Financial
New York
$305K +$305K +3,019 New
MF
223
Midwestern Financial
Iowa
$305K +$2.02K +20 +0.7%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$304K +$303K +3,000 New
TWA
225
Trellis Wealth Advisors
California
$302K