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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Alesco Advisors
New York
$238K +$238K +2,340 New
EFS
202
Essex Financial Services
Connecticut
$238K
WETS
203
Wealth Enhancement Trust Services
South Dakota
$237K +$237K +2,336 New
LFA
204
Level Financial Advisors
New York
$233K
FPI
205
Financial Plan Inc
Washington
$231K +$231K +2,275 New
BFO
206
Boston Family Office
Massachusetts
$229K
CWG
207
Cornerstone Wealth Group
North Carolina
$228K
WTA
208
Washington Trust Advisors
Massachusetts
$225K +$1.52K +15 +0.7%
BRWA
209
B. Riley Wealth Advisors
Florida
$224K +$224K +2,206 New
SWM
210
SeaCrest Wealth Management
New York
$219K +$218K +2,148 New
PFA
211
Portland Financial Advisors
New York
$205K +$205K +2,017 New
LPP
212
Life Planning Partners
Florida
$203K -$61.2K -603 -23%
BAM
213
BOS Asset Management
Illinois
$202K
CWAF
214
Core Wealth Advisors (Florida)
Florida
$201K
WS
215
Wedbush Securities
California
$201K
JWA
216
JFS Wealth Advisors
Pennsylvania
$201K -$102 -1 -0.1%
MIAS
217
Mason Investment Advisory Services
Virginia
$200K +$200K +1,970 New
RIL
218
Rothschild Investment LLC
Illinois
$168K +$41.2K +406 +32%
GK
219
Graney & King
New York
$159K +$119K +1,173 +295%
JP Morgan Chase
220
JP Morgan Chase
New York
$155K +$101K +993 +188%
HDIM
221
Hanson & Doremus Investment Management
Vermont
$150K +$1.22K +12 +0.8%
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$132K
PWA
223
Principia Wealth Advisory
Texas
$95.6K
SEP
224
Signature Equity Partners
Ohio
$90.6K +$90.5K +891 New
FMP
225
Financial Management Professionals
Texas
$71.1K