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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FGG
301
Financial Guidance Group
Florida
$4.47M -$319K -6,368 -7%
JWM
302
Janiczek Wealth Management
Colorado
$4.47M +$1.18M +23,536 +36%
TC
303
TownSquare Capital
Utah
$4.41M +$355K +7,094 +9%
GLLW
304
Graves Light Lenhart Wealth
Virginia
$4.4M +$4.41M +88,171 New
Citigroup
305
Citigroup
New York
$4.39M -$960K -19,188 -18%
EFN
306
Equita Financial Network
Pennsylvania
$4.3M +$1.07M +21,365 +33%
FLA
307
Financial Life Advisors
Texas
$4.27M +$61.9K +1,238 +1%
BWM
308
Benchmark Wealth Management
Connecticut
$4.22M -$60.9K -1,217 -1%
SIM
309
Studio Investment Management
Illinois
$4.21M -$32.1K -642 -0.8%
RIA
310
Retirement Investment Advisors
Oklahoma
$4.2M +$4.2M +83,878 New
BSW
311
Buckingham Strategic Wealth
Missouri
$4.19M -$443K -8,863 -10%
W
312
WealthCollab
Washington
$4.18M +$54.8K +1,095 +1%
SPIA
313
Steward Partners Investment Advisory
New York
$4.07M -$351K -7,017 -8%
SAG
314
SageView Advisory Group
California
$4.05M -$1.82M -36,377 Closed
ASN
315
Advisory Services Network
Georgia
$4.04M +$109K +2,184 +3%
CISOA
316
Capital Investment Services of America
Wisconsin
$3.98M +$575K +11,500 +17%
MLA
317
My Legacy Advisors
Oregon
$3.97M +$214K +4,280 +6%
SFO
318
Stokes Family Office
Louisiana
$3.95M +$474K +9,470 +14%
WWM
319
Waterway Wealth Management
Texas
$3.93M +$1.77M +35,460 +82%
SWA
320
Stratos Wealth Advisors
Ohio
$3.9M -$70.3K -1,404 -2%
CHA
321
Carmichael Hill & Associates
Maryland
$3.88M -$42.7K -854 -1%
MWM
322
McNaughton Wealth Management
California
$3.88M +$194K +3,878 +5%
EH
323
Equitable Holdings
New York
$3.84M +$518K +10,362 +16%
IWM
324
IHT Wealth Management
Illinois
$3.84M +$222K +4,446 +6%
MA
325
Mutual Advisors
Nebraska
$3.82M +$326K +6,515 +9%