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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EPA
351
Element Pointe Advisors
Florida
$5.01M +$371K +7,388 +8%
STA
352
Shade Tree Advisors
New York
$5.01M +$12.3K +245 +0.2%
ML
353
McAdam LLC
Pennsylvania
$5.01M +$1.1M +21,841 +28%
GWM
354
Grand Wealth Management
Michigan
$5M +$776K +15,448 +19%
Luther King Capital Management (LKCM)
355
Luther King Capital Management (LKCM)
Texas
$5M
SW
356
Simplicity Wealth
New Jersey
$4.98M +$1.18M +23,405 +31%
ODA
357
One Degree Advisors
California
$4.98M -$3.34M -66,453 -40%
RFO
358
RiverGlades Family Offices
Florida
$4.92M +$1.85M +36,795 +61%
MWM
359
Modern Wealth Management
Kansas
$4.91M +$862K +17,146 +21%
FA
360
Finhabits Advisors
New York
$4.88M +$267K +5,323 +6%
BWM
361
BCGM Wealth Management
Indiana
$4.87M +$238K +4,727 +5%
TGAM
362
TBH Global Asset Management
Tennessee
$4.86M +$4.12K +82 +0.1%
APP
363
Avantax Planning Partners
Iowa
$4.86M +$123K +2,448 +3%
HPA
364
High Probability Advisors
New York
$4.85M +$1.19M +23,627 +33%
DWP
365
Daymark Wealth Partners
Ohio
$4.81M +$1.98M +39,359 +71%
RFP
366
RCS Financial Planning
Maryland
$4.8M +$47.2K +939 +1%
PA
367
Pinnacle Associates
New York
$4.79M -$370K -7,361 -7%
BAAM
368
Baker Avenue Asset Management
California
$4.76M +$166K +3,305 +4%
ASN
369
Advisory Services Network
Georgia
$4.76M -$79.9K -1,591 -2%
EFN
370
Equita Financial Network
Pennsylvania
$4.75M +$139K +2,774 +3%
SWM
371
Spire Wealth Management
Virginia
$4.74M +$168K +3,335 +4%
DE
372
Diversified Enterprises
Delaware
$4.74M +$239K +4,756 +5%
PWMAG
373
Pinnacle Wealth Management Advisory Group
New Jersey
$4.68M -$343K -6,828 -7%
TFA
374
TPG Financial Advisors
Oregon
$4.67M
LIA
375
LifePlan Investment Advisors
North Carolina
$4.67M -$652K -12,975 -12%