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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PP
301
PDS Planning
Ohio
$320K +$324K +6,054 New
SGCA
302
Steel Grove Capital Advisors
Tennessee
$316K +$320K +5,981 New
22CM
303
20/20 Capital Management
California
$316K +$321K +6,001 New
ATPW
304
Ashton Thomas Private Wealth
Arizona
$310K -$1.77K -33 -0.6%
GWM
305
Geneos Wealth Management
Colorado
$309K +$148K +2,755 +91%
MG
306
MilWealth Group
Wisconsin
$308K
BDF
307
Black Diamond Financial
Maryland
$305K
WLIM
308
White Lighthouse Investment Management
Massachusetts
$302K
SFSG
309
Stearns Financial Services Group
North Carolina
$298K +$1.02K +19 +0.3%
APP
310
Avantax Planning Partners
Iowa
$297K -$14.9K -279 -5%
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$297K +$22.7K +424 +8%
DC
312
Davenport & Co
Virginia
$296K
HR
313
Howe & Rusling
New York
$291K -$152K -2,830 -34%
PCG
314
Private Capital Group
Connecticut
$291K
F
315
F3Logic
Minnesota
$289K +$292K +5,450 New
APA
316
American Portfolios Advisors
New York
$287K -$3.43K -64 -1%
VAG
317
VisionPoint Advisory Group
Texas
$286K
AAP
318
Arax Advisory Partners
Colorado
$284K -$7.76K -145 -3%
RWM
319
RKL Wealth Management
Pennsylvania
$283K -$34.5K -644 -11%
FVWA
320
Foster Victor Wealth Advisors
South Carolina
$278K -$6.96K -130 -2%
IA
321
IFG Advisory
Georgia
$277K
WI
322
Wintrust Investments
Illinois
$275K +$278K +5,198 New
FSG
323
Financial Strategies Group
Michigan
$273K +$277K +5,168 New
IWM
324
IHT Wealth Management
Illinois
$272K +$24.4K +455 +11%
EA
325
Efficient Advisors
Ohio
$267K -$8.19K -153 -3%