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Vanguard Short-Term Tax-Exempt Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TT Thaddeus Toal RCS Financial Planning LLC | 6,656 | $660,410.68 | $662,604.8 | $2,194.12 | 0.33% |
 Andrew Lewis Genesis Private Wealth LLC | 33,706 | $3.39M | $3.36M | -$35,335.19 | -1.04% |
 Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,870 | $1.61M | $1.58M | -$35,339.06 | -2.19% |
| SM Sarah Moore BOS Asset Management LLC | 2,545 | $256,894.36 | $253,443.82 | -$3,450.54 | -1.34% |
 David Gutierrez Gutierrez Wealth Advisory LLC | 8,384 | $846,310.16 | $834,543.36 | -$11,766.8 | -1.39% |
 Courtney Holt Compound Planning, Inc. | 4,143 | $419,226.04 | $412,373.5 | -$6,852.54 | -1.63% |
 ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,442 | $247,425 | $243,101.1 | -$4,323.9 | -1.75% |
| DT Derek Tinnin Altiora Financial Group, LLC | 87,674 | $8.83M | $8.72M | -$110,480.44 | -1.25% |
 Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 22,581 | $2.28M | $2.25M | -$31,978.08 | -1.4% |
 Carrie Miller Trellis Wealth Advisors LLC | 2,984 | $298,654.36 | $297,057.2 | -$1,597.16 | -0.53% |
 Christopher C. Powers Farther Finance Advisors, LLC | 63,017 | $6.35M | $6.25M | -$104,917.27 | -1.65% |
 Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 31 | $3,148.83 | $3,084.5 | -$64.33 | -2.04% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,783 | $684,073.84 | $674,942.41 | -$9,131.43 | -1.33% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 8,137 | $827,955.9 | $809,631.5 | -$18,324.4 | -2.21% |
 James Rankin Modern Wealth Management, LLC | 4,561 | $464,444.53 | $454,070.35 | -$10,374.18 | -2.23% |
 Amir Har-El Savvy Advisors, Inc. | 8,902 | $892,582.48 | $886,194.1 | -$6,388.38 | -0.72% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 6,313 | $636,950.91 | $628,490.71 | -$8,460.2 | -1.33% |
 Andy Bloom MB Generational Wealth, LLC | 18,380 | $1.86M | $1.83M | -$34,230.41 | -1.84% |
 Andrea Butler Sequent Planning LLC | 2,241 | $227,036 | $223,057.93 | -$3,978.07 | -1.75% |
 JORDAN GREEN Valley Financial Group, Inc. | 6,525 | $658,956.2 | $649,433.25 | -$9,522.95 | -1.45% |
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