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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCFP
226
Mallini Complete Financial Planning
Florida
$8.57M +$8.65M +171,017 New
CC
227
Capstone Capital
Nevada
$8.57M +$286K +5,658 +3%
VA
228
Valmark Advisers
Ohio
$8.47M +$556K +10,998 +7%
AIM
229
AMI Investment Management
Indiana
$8.42M +$127K +2,513 +2%
XF
230
XML Financial
Maryland
$8.41M +$562K +11,118 +7%
SB
231
Strategic Blueprint
Georgia
$8.36M -$457K -9,046 -5%
SIA
232
Soltis Investment Advisors
Utah
$8.22M -$51.6K -1,020 -0.6%
GWS
233
Glassman Wealth Services
Virginia
$8.1M +$569K +11,249 +7%
FMWA
234
Forvis Mazars Wealth Advisors
Missouri
$8.02M -$799K -15,803 -9%
AFG
235
Altiora Financial Group
Ohio
$7.97M +$18.2K +360 +0.2%
GVAG
236
Great Valley Advisor Group
Delaware
$7.76M +$527K +10,425 +7%
SWG
237
Summit Wealth Group
Vermont
$7.72M +$3.7M +73,254 +91%
NDSI
238
Newman Dignan & Sheerar Inc
Rhode Island
$7.66M +$334K +6,606 +5%
CA
239
CoreCap Advisors
Michigan
$7.64M +$1.11M +21,976 +17%
OAP
240
One Advisory Partners
Kansas
$7.61M +$201K +3,973 +3%
DWT
241
Dorsey & Whitney Trust
South Dakota
$7.53M +$1.58M +31,276 +26%
TPCW
242
TD Private Client Wealth
New York
$7.5M -$40.6K -803 -0.5%
FWM
243
ForthRight Wealth Management
Georgia
$7.45M +$242K +4,780 +3%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$7.38M -$860K -17,017 -10%
RA
245
Riversedge Advisors
Delaware
$7.35M -$79.5K -1,573 -1%
MIS
246
Morningstar Investment Services
Illinois
$7.3M -$60M -1,186,804 -89%
BRIA
247
Balanced Rock Investment Advisors
Massachusetts
$7.3M +$842K +16,659 +13%
KPWS
248
Kestra Private Wealth Services
Texas
$7.13M +$680K +13,458 +10%
HWMG
249
Hurlow Wealth Management Group
Indiana
$7.1M +$356K +7,041 +5%
CFP
250
Cascade Financial Partners
California
$7.02M -$32.4K -640 -0.5%