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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CISOA
276
Capital Investment Services of America
Wisconsin
$5.98M -$217K -4,300 -3%
PS
277
Principal Securities
Iowa
$5.97M +$164K +3,253 +3%
TC
278
TownSquare Capital
Utah
$5.96M +$1.1M +21,750 +22%
VAF
279
Values Added Financial
District of Columbia
$5.95M -$498K -9,856 -8%
GPW
280
Genesis Private Wealth
Virginia
$5.91M +$5.96M +117,969 New
AWM
281
Axxcess Wealth Management
California
$5.91M +$63.8K +1,261 +1%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$5.9M +$526K +10,403 +10%
FFA
283
Farther Finance Advisors
California
$5.76M +$2.14M +42,274 +58%
BOPW
284
Brandywine Oak Private Wealth
Pennsylvania
$5.65M -$277K -5,482 -5%
SHF
285
Stage Harbor Financial
Massachusetts
$5.63M
Nisa Investment Advisors
286
Nisa Investment Advisors
Missouri
$5.62M +$5.67M +112,115 New
PCMC
287
Paragon Capital Management (Colorado)
Colorado
$5.62M +$81.8K +1,618 +1%
SDWMA
288
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.55M +$3.59M +71,053 +179%
UF
289
Univest Financial
Pennsylvania
$5.54M +$2.57M +50,851 +85%
LCM
290
Liberty Capital Management
Michigan
$5.54M +$133K +2,628 +2%
MFS
291
McNamara Financial Services
Massachusetts
$5.48M -$114K -2,255 -2%
DWM
292
Dynasty Wealth Management
Florida
$5.47M +$410K +8,118 +8%
TFA
293
Trinity Financial Advisors
Ohio
$5.44M +$1.09M +21,583 +25%
FCP
294
Fidelis Capital Partners
Florida
$5.42M +$3.49M +69,096 +177%
AFTS
295
American Financial & Tax Strategies
New York
$5.4M +$147K +2,914 +3%
KWM
296
Kingsview Wealth Management
Oregon
$5.32M +$1.65M +32,660 +45%
VT
297
Vise Technologies
New York
$5.31M +$747K +14,781 +16%
SAM
298
Strive Asset Management
Ohio
$5.3M +$5.35M +105,779 New
I
299
INVST
Indiana
$5.3M -$81.6K -1,615 -2%
EH
300
Equitable Holdings
New York
$5.24M -$1.01M -19,888 -16%