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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
226
ForthRight Wealth Management
Georgia
$6.62M -$744K -15,174 -10%
ML
227
McAdam LLC
Pennsylvania
$6.57M +$736K +15,009 +13%
VBFG
228
Vishria Bird Financial Group
Tennessee
$6.52M -$352K -7,173 -5%
SHF
229
Stage Harbor Financial
Massachusetts
$6.45M +$6.2M +126,367 New
EWM
230
Executive Wealth Management
Michigan
$6.44M -$3.41M -69,556 -36%
Luther King Capital Management (LKCM)
231
Luther King Capital Management (LKCM)
Texas
$6.4M
SQA
232
Simon Quick Advisors
New Jersey
$6.38M -$96.7K -1,973 -2%
AWM
233
Axxcess Wealth Management
California
$6.31M +$1.34M +27,393 +28%
DP
234
Divergent Planning
Maryland
$6.29M +$156K +3,172 +3%
SC
235
Schiavi & Co
Delaware
$6.28M -$249K -5,082 -4%
CA
236
Cetera Advisors
Colorado
$6.23M +$439K +8,957 +8%
KMWM
237
Keudell/Morrison Wealth Management
Oregon
$6.2M -$149K -3,031 -2%
FG
238
Foster Group
Iowa
$6.15M
Natixis Advisors
239
Natixis Advisors
Massachusetts
$6.1M +$868K +17,706 +17%
SHGA
240
Sand Hill Global Advisors
California
$5.94M +$5.7M +116,329 New
SAM
241
SP Asset Management
California
$5.92M -$15.1K -307 -0.3%
PA
242
PFG Advisors
Arizona
$5.91M +$565K +11,515 +11%
TFP
243
Traction Financial Partners
Wyoming
$5.78M +$5.55M +113,237 New
DB
244
Dravo Bay
Delaware
$5.67M +$1.8M +36,786 +49%
TCM
245
TD Capital Management
Tennessee
$5.63M +$65.3K +1,331 +1%
JSA
246
Jacobson & Schmitt Advisors
Wisconsin
$5.59M -$386K -7,874 -7%
WP
247
WealthSource Partners
California
$5.52M +$2.61M +53,141 +97%
HPFG
248
Hart & Patterson Financial Group
Massachusetts
$5.52M +$5.3M +108,048 New
BOPW
249
Brandywine Oak Private Wealth
Pennsylvania
$5.5M +$155K +3,165 +3%
OWA
250
Opal Wealth Advisors
New York
$5.47M +$4.85M +98,809 +1,173%