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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JAA
226
Joel Adams & Associates
North Carolina
$8.59M -$1.12M -22,822 -12%
TFA
227
Trinity Financial Advisors
Ohio
$8.49M -$1.27M -25,880 -13%
SF
228
Summit Financial
New Jersey
$8.48M -$116K -2,352 -1%
CHA
229
Cooper/Haims Advisors
New York
$8.31M +$292K +5,938 +4%
LWM
230
Level Wealth Management
North Carolina
$8.26M +$793K +16,138 +11%
CFA
231
Capstone Financial Advisors
Illinois
$8.26M -$711K -14,458 -8%
SPIA
232
Steward Partners Investment Advisory
New York
$8.25M -$791K -16,091 -9%
VA
233
Valmark Advisers
Ohio
$8.23M +$500K +10,169 +7%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$8.2M -$868K -17,652 -10%
TC
235
Tenret Company
Florida
$8.17M +$402K +8,175 +5%
KGP
236
Keystone Global Partners
Colorado
$8.15M -$10.3M -209,123 -56%
TPCW
237
TD Private Client Wealth
New York
$8.03M +$321K +6,539 +4%
APP
238
Avantax Planning Partners
Iowa
$7.79M -$604K -12,284 -7%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$7.78M +$2.8M +56,913 +58%
CA
240
Clearstead Advisors
Ohio
$7.73M +$97.3K +1,980 +1%
FWM
241
ForthRight Wealth Management
Georgia
$7.71M +$849K +17,265 +13%
MMA
242
Miracle Mile Advisors
California
$7.66M -$471K -9,584 -6%
WFA
243
Websterrogers Financial Advisors
South Carolina
$7.65M +$178K +3,612 +2%
SDWMA
244
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.61M -$623K -12,680 -8%
HWMG
245
Hurlow Wealth Management Group
Indiana
$7.58M +$182K +3,693 +3%
SC
246
Schiavi & Co
Delaware
$7.56M +$283K +5,766 +4%
TFG
247
Tilson Financial Group
New Jersey
$7.54M -$793K -16,139 -10%
SWG
248
Summit Wealth Group
Vermont
$7.5M +$1.18M +24,009 +19%
BWL
249
Beacon Wealthcare LLC
North Carolina
$7.49M +$364K +7,416 +5%
OAP
250
One Advisory Partners
Kansas
$7.47M -$717K -14,582 -9%