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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$5.73M +$864K +17,163 +18%
RIA
302
Retirement Investment Advisors
Oklahoma
$5.61M +$712K +14,158 +15%
BC
303
Bowman & Company
Wisconsin
$5.57M -$62.3K -1,238 -1%
CFP
304
Cascade Financial Partners
California
$5.54M -$5.94K -118 -0.1%
VFP
305
Vested Financial Planning
California
$5.53M +$392K +7,790 +8%
MOS
306
MGO One Seven
Ohio
$5.52M +$1.81M +36,017 +49%
SFO
307
Stokes Family Office
Louisiana
$5.47M -$46.2K -918 -0.8%
SIG
308
Sargent Investment Group
Maryland
$5.46M +$408K +8,115 +8%
VWM
309
Verus Wealth Management
Wisconsin
$5.37M +$674K +13,395 +14%
NL
310
NWAM LLC
Washington
$5.33M -$440K -8,742 -8%
EF
311
Envision Financial
Wisconsin
$5.33M +$572K +11,361 +12%
Luther King Capital Management (LKCM)
312
Luther King Capital Management (LKCM)
Texas
$5.33M
LWPC
313
Legacy Wealth Partners (Colorado)
Colorado
$5.29M +$5.29M +105,194 New
TFG
314
Tilson Financial Group
New Jersey
$5.28M -$2.29M -45,509 -30%
VAG
315
Vannoy Advisory Group
Texas
$5.24M +$389K +7,731 +8%
BMC
316
Bear Mountain Capital
Washington
$5.19M +$4.16M +82,764 +418%
KF
317
K2 Financial
California
$5.16M -$62.1K -1,235 -1%
1WM
318
1900 Wealth Management
Texas
$5.15M +$132K +2,626 +3%
EWA
319
EverSource Wealth Advisors
Alabama
$5.11M +$534K +10,612 +12%
STA
320
Shade Tree Advisors
New York
$5.11M +$267K +5,316 +6%
DPI
321
Diversified Portfolios Inc
Michigan
$5.1M -$65.6K -1,304 -1%
PIMG
322
Patriot Investment Management Group
Tennessee
$5.08M +$68K +1,351 +1%
I
323
INVST
Indiana
$5.07M +$252K +5,011 +5%
NFS
324
NewCorp Financial Services
Georgia
$4.98M +$4.98M +99,043 New
UBS AM
325
UBS AM
Illinois
$4.97M +$4.97M +98,848 New