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Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAI
201
Fiduciary Advisors Inc
Missouri
$311K +$22K +216 +8%
BJL
202
Brighton Jones LLC
Washington
$304K +$307K +3,007 New
MF
203
Midwestern Financial
Iowa
$302K +$1.33K +13 +0.4%
TWA
204
Trellis Wealth Advisors
California
$302K -$30.1K -295 -9%
HWA
205
Heartwood Wealth Advisors
Virginia
$301K +$304K +2,980 New
TWM
206
TCFG Wealth Management
California
$299K
TIA
207
TCFG Investment Advisors
California
$299K +$301K +2,956 New
CAG
208
Compass Advisory Group
New York
$298K +$23.8K +233 +9%
AFG
209
Atomi Financial Group
New York
$298K +$301K +2,949 New
Creative Planning
210
Creative Planning
Kansas
$295K +$297K +2,913 New
TIAA Trust, National Association
211
TIAA Trust, National Association
North Carolina
$285K -$28.4M -278,349 -99%
AA
212
Alesco Advisors
New York
$283K +$46.9K +460 +20%
FPI
213
Financial Plan Inc
Washington
$281K +$51.8K +508 +22%
TCIIS
214
TIAA-CREF Individual & Institutional Services
New York
$280K +$283K +2,771 New
WJA
215
Willis Johnson & Associates
Texas
$269K
MGIA
216
Moneta Group Investment Advisors
Missouri
$269K
MA
217
MCF Advisors
Kentucky
$256K
1WA
218
180 Wealth Advisors
Washington
$253K +$255K +2,500 New
ATC
219
Argent Trust Co
Tennessee
$253K +$255K +2,500 New
VT
220
Vise Technologies
New York
$252K
BAM
221
BOS Asset Management
Illinois
$252K +$51.4K +504 +25%
NSIM
222
North Star Investment Management
Illinois
$249K
VP
223
Verum Partners
North Carolina
$249K +$251K +2,457 New
LWM
224
Lodestone Wealth Management
Washington
$248K
RDFA
225
Ritter Daniher Financial Advisory
Ohio
$248K