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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Soundmark Wealth Management
Washington
$4.29M -$1.19K -24 -0%
PAS
252
Park Avenue Securities
New York
$4.29M +$460K +9,286 +12%
AP
253
Americana Partners
Texas
$4.27M +$641K +12,948 +17%
MFS
254
McNamara Financial Services
Massachusetts
$4.18M +$277K +5,589 +7%
KWM
255
Keebeck Wealth Management
Illinois
$4.16M +$4.28M +86,494 New
QCG
256
Quadrant Capital Group
Ohio
$4.16M -$413K -8,327 -9%
LA
257
LVW Advisors
New York
$4.16M +$129K +2,594 +3%
CHA
258
Carmichael Hill & Associates
Maryland
$4.1M +$45.7K +922 +1%
FFL
259
Financial Freedom LLC
Ohio
$4.05M +$4.11K +83 +0.1%
DAS
260
Dynamic Advisor Solutions
Arizona
$4.01M +$1.83M +37,003 +80%
AW
261
Alaethes Wealth
Nevada
$4M +$1.12M +22,705 +38%
AA
262
Alesco Advisors
New York
$4M +$23.3K +470 +0.6%
BWM
263
Brown Wealth Management
Illinois
$3.95M -$3.53M -71,358 -46%
CA
264
CGN Advisors
Kansas
$3.95M -$2.32M -46,819 -36%
GGS
265
Galvin Gaustad & Stein
Arizona
$3.93M +$143K +2,895 +4%
SP
266
Symmetry Partners
Connecticut
$3.93M -$131K -2,653 -3%
DL
267
DOHJ LLC
Washington
$3.88M -$1.04M -21,027 -21%
HPA
268
High Probability Advisors
New York
$3.83M -$156K -3,156 -4%
KAS
269
Kestra Advisory Services
Texas
$3.77M +$313K +6,322 +9%
SWP
270
Stratos Wealth Partners
Ohio
$3.76M +$223K +4,496 +6%
TC
271
TAGStone Capital
North Carolina
$3.75M -$251K -5,059 -6%
BWA
272
Burt Wealth Advisors
Maryland
$3.75M +$1.28M +25,900 +50%
BAAM
273
Baker Avenue Asset Management
California
$3.74M +$1.12M +22,561 +41%
I
274
INVST
Indiana
$3.74M +$18K +364 +0.5%
MA
275
Mutual Advisors
Nebraska
$3.72M +$325K +6,560 +9%