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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FLA
226
Financial Life Advisors
Texas
$4.97M +$2.52M +50,170 +103%
CAM
227
Clark Asset Management
New Hampshire
$4.91M +$4.08M +81,114 +487%
DI
228
DFPG Investments
Utah
$4.84M -$134K -2,662 -3%
GWWM
229
Great Waters Wealth Management
Minnesota
$4.83M -$57.6K -1,146 -1%
WFA
230
Websterrogers Financial Advisors
South Carolina
$4.83M +$48.7K +969 +1%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$4.82M -$4.17M -83,082 -46%
MFG
232
Merit Financial Group
Georgia
$4.82M -$4.59M -91,275 -49%
S
233
SignatureFD
Georgia
$4.81M -$5.38K -107 -0.1%
QCG
234
Quadrant Capital Group
Ohio
$4.76M +$66K +1,314 +1%
AWM
235
AE Wealth Management
Kansas
$4.74M +$691K +13,759 +17%
WTA
236
Washington Trust Advisors
Massachusetts
$4.73M -$152K -3,035 -3%
LWM
237
LJI Wealth Management
Indiana
$4.7M
CA
238
Clearstead Advisors
Ohio
$4.68M +$181K +3,593 +4%
BWM
239
Benchmark Wealth Management
Connecticut
$4.66M +$209K +4,153 +5%
CA
240
Cetera Advisors
Colorado
$4.63M -$62.1K -1,235 -1%
BC
241
Bowman & Company
Wisconsin
$4.62M +$170K +3,388 +4%
CA
242
CoreCap Advisors
Michigan
$4.58M +$4.59M +91,267 New
NWM
243
NEIRG Wealth Management
Massachusetts
$4.56M -$982K -19,550 -18%
Natixis Advisors
244
Natixis Advisors
Massachusetts
$4.53M +$813K +16,186 +22%
EWM
245
Executive Wealth Management
Michigan
$4.51M +$596K +11,858 +15%
SWM
246
Soundmark Wealth Management
Washington
$4.48M -$2.51K -50 -0.1%
AIS
247
American Investment Services
Massachusetts
$4.43M +$204K +4,070 +5%
3IP
248
3Chopt Investment Partners
Virginia
$4.43M +$541K +10,776 +14%
PJSIMP
249
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.38M -$27.7K -551 -0.6%
AT
250
Arden Trust
Delaware
$4.34M +$3.12M +62,176 +256%