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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LA
226
LVW Advisors
New York
$3.42M -$154K -3,069 -4%
CAG
227
Compass Advisory Group
New York
$3.4M -$853K -17,014 -20%
GIA
228
Goodwin Investment Advisory
Georgia
$3.4M +$1.72M +34,256 +101%
PIFP
229
Partners in Financial Planning
Virginia
$3.39M +$2.26M +45,171 +192%
OFP
230
OLIO Financial Planning
Virginia
$3.38M +$2.36M +47,110 +228%
TCM
231
TD Capital Management
Tennessee
$3.36M +$1.36M +27,214 +68%
BC
232
Bowman & Company
Wisconsin
$3.32M +$932K +18,592 +39%
RW
233
Rede Wealth
Virginia
$3.29M +$3.31M +65,954 New
FCM
234
Firestone Capital Management
Florida
$3.28M -$760K -15,153 -19%
PFM
235
Phillips Financial Management
Indiana
$3.27M -$2.08M -41,422 -39%
EWM
236
Executive Wealth Management
Michigan
$3.2M -$32.4K -646 -1%
MWP
237
Meridian Wealth Partners
Pennsylvania
$3.18M -$24.5M -488,882 -88%
Luther King Capital Management (LKCM)
238
Luther King Capital Management (LKCM)
Texas
$3.16M
GWM
239
Grand Wealth Management
Michigan
$3.13M -$1.09M -21,727 -26%
SWA
240
Stratos Wealth Advisors
Ohio
$3.1M -$61.4K -1,224 -2%
PJSIMP
241
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.08M +$2.03M +40,499 +195%
AR
242
Apeiron RIA
Texas
$3.07M +$614K +12,257 +236%
AIM
243
Alhambra Investment Management
Florida
$3.07M +$633K +12,629 +26%
CT
244
Coastline Trust
Rhode Island
$3.06M -$2.19M -43,610 -42%
WEG
245
World Equity Group
Illinois
$3.06M -$418K -8,344 -12%
LBC
246
Lowe Brockenbrough & Co
Virginia
$3.04M
RCA
247
Resonant Capital Advisors
Wisconsin
$3M -$775K -15,469 -20%
AWM
248
AE Wealth Management
Kansas
$2.98M +$90.5K +1,805 +3%
VWA
249
Visionary Wealth Advisors
Illinois
$2.96M -$3.22M -64,205 -52%
CFD
250
Creative Financial Designs
Indiana
$2.95M -$1.29M -25,645 -30%