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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HR
301
Howe & Rusling
New York
$947K +$241K +4,394 +34%
Citigroup
302
Citigroup
New York
$945K -$4.29K -78 -0.4%
SWM
303
SigFig Wealth Management
California
$939K +$945K +17,192 New
SG
304
StoneX Group
New York
$935K +$9.89K +180 +1%
FT
305
Fiduciary Trust
Massachusetts
$929K +$157K +2,865 +20%
DL
306
DOHJ LLC
Washington
$910K +$24.6K +447 +3%
SWP
307
Stratos Wealth Partners
Ohio
$875K +$188K +3,420 +27%
SEP
308
Southland Equity Partners
Missouri
$868K +$10.1K +183 +1%
CST
309
Charles Schwab Trust
Nevada
$852K +$217K +3,955 +34%
NA
310
NewEdge Advisors
Louisiana
$850K +$280K +5,098 +49%
CA
311
Claro Advisors
Massachusetts
$847K -$1.59K -29 -0.2%
LL
312
LPWM LLC
Minnesota
$841K -$8.24K -150 -1%
WIA
313
World Investment Advisors
California
$832K +$132K +2,405 +19%
BL
314
BFSG LLC
California
$817K
HWMG
315
Hurlow Wealth Management Group
Indiana
$813K +$373K +6,785 +84%
SIA
316
Soltis Investment Advisors
Utah
$805K +$809K +14,725 New
ACP
317
Aveo Capital Partners
Colorado
$803K +$291K +5,302 +56%
DAS
318
Dynamic Advisor Solutions
Arizona
$795K +$30.4K +553 +4%
AF
319
Affiance Financial
Minnesota
$794K
CWP
320
Concord Wealth Partners
Virginia
$794K
HSA
321
HBK Sorce Advisory
Pennsylvania
$789K -$59K -1,074 -7%
CAMG
322
CWA Asset Management Group
Florida
$789K +$60.7K +1,104 +8%
PWM
323
Perigon Wealth Management
California
$777K +$308K +5,598 +65%
Janney Montgomery Scott
324
Janney Montgomery Scott
Pennsylvania
$771K -$7.14K -130 -0.9%
SC
325
Savant Capital
Illinois
$769K