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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
326
Thrivent Financial for Lutherans
Minnesota
$4.38M +$703K +13,871 +19%
FLA
327
Financial Life Advisors
Texas
$4.31M -$44.5K -878 -1%
SIM
328
Studio Investment Management
Illinois
$4.23M -$69.2K -1,365 -2%
CIA
329
Concurrent Investment Advisors
Florida
$4.19M +$301K +5,936 +8%
CHA
330
Carmichael Hill & Associates
Maryland
$4.15M +$192K +3,781 +5%
SWG
331
Summit Wealth Group
Vermont
$4.13M +$783K +15,445 +24%
W
332
WealthCollab
Washington
$4.13M -$138K -2,720 -3%
MWM
333
McNaughton Wealth Management
California
$4.09M +$136K +2,693 +3%
CTA
334
Chesley Taft & Associates
Illinois
$4.08M +$308K +6,075 +8%
EP
335
Edgestream Partners
New Jersey
$4.05M +$2.08M +41,141 +108%
ASN
336
Advisory Services Network
Georgia
$4.04M
BEI
337
Benjamin Edwards Inc
Missouri
$4.01M +$3.98M +78,536 New
SAG
338
SageView Advisory Group
California
$3.95M +$3.92M +77,335 New
SFO
339
Stokes Family Office
Louisiana
$3.95M -$80.8K -1,595 -2%
DC
340
Davenport & Co
Virginia
$3.93M +$183K +3,607 +5%
PPH
341
Pure Portfolios Holdings
Oregon
$3.91M +$3.88M +76,562 New
IWS
342
Insight Wealth Strategies
California
$3.91M +$452K +8,919 +13%
PP
343
PrairieView Partners
Minnesota
$3.9M +$818K +16,144 +27%
William Blair & Company
344
William Blair & Company
Illinois
$3.88M -$2.09M -41,305 -35%
CTWM
345
Cherry Tree Wealth Management
Minnesota
$3.87M +$21.6K +426 +0.6%
SWA
346
Stratos Wealth Advisors
Ohio
$3.83M -$146K -2,872 -4%
SC
347
Steph & Co
Wisconsin
$3.82M -$10.7K -212 -0.3%
BWM
348
Brown Wealth Management
Illinois
$3.82M +$361K +7,120 +11%
OFP
349
OLIO Financial Planning
Virginia
$3.81M +$14.1K +279 +0.4%
HPA
350
High Probability Advisors
New York
$3.8M +$219K +4,326 +6%