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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AW
301
Alaethes Wealth
Nevada
$4.29M +$45.2K +921 +1%
FFL
302
Financial Freedom LLC
Ohio
$4.26M -$37.8K -771 -0.9%
SWA
303
Stratos Wealth Advisors
Ohio
$4.21M +$1.19M +24,289 +42%
CIA
304
Concurrent Investment Advisors
Florida
$4.18M +$4.01M +81,797 New
W
305
WealthCollab
Washington
$4.16M +$4M +81,480 New
TFG
306
Tilson Financial Group
New Jersey
$4.14M +$1.04M +21,275 +36%
AA
307
Alesco Advisors
New York
$4.13M -$110K -2,249 -3%
SPIA
308
Steward Partners Investment Advisory
New York
$4.11M +$2.1M +42,829 +114%
CHA
309
Carmichael Hill & Associates
Maryland
$4.09M -$248K -5,060 -6%
NW
310
NewEdge Wealth
Pennsylvania
$4.06M +$3.9M +79,561 New
CA
311
CGN Advisors
Kansas
$4.04M -$138K -2,811 -3%
AAS
312
Annex Advisory Services
Wisconsin
$4.04M +$3.1M +63,216 +399%
SP
313
Symmetry Partners
Connecticut
$4.03M -$138K -2,816 -3%
TC
314
TAGStone Capital
North Carolina
$4.03M +$38.8K +791 +1%
PA
315
Procyon Advisors
Connecticut
$4.02M +$3.21M +65,522 +499%
RIA
316
Retirement Investment Advisors
Oklahoma
$4.01M +$3.07M +62,574 +390%
TIM
317
Tortoise Investment Management
New York
$3.97M +$748K +15,255 +24%
AP
318
Americana Partners
Texas
$3.95M -$558K -11,385 -13%
SC
319
Steph & Co
Wisconsin
$3.95M +$1.04M +21,126 +38%
AIS
320
American Investment Services
Massachusetts
$3.88M -$1.02M -20,725 -21%
AWM
321
AE Wealth Management
Kansas
$3.87M -$1.06M -21,522 -22%
MLA
322
My Legacy Advisors
Oregon
$3.85M +$351K +7,154 +10%
AAS
323
Avantax Advisory Services
Texas
$3.85M +$1.81M +36,888 +96%
TPCW
324
TD Private Client Wealth
New York
$3.84M -$62.5K -1,275 -2%
CFD
325
Creative Financial Designs
Indiana
$3.83M -$1.53M -31,260 -29%