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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
351
Dynamic Advisor Solutions
Arizona
$203K -$462K -8,620 -69%
ATFA
352
All Terrain Financial Advisors
Minnesota
$201K -$102K -1,900 -33%
DWM
353
Darwin Wealth Management
Florida
$182K +$184K +3,442 New
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$178K +$36.7K +685 +26%
AP
355
Arlington Partners
Alabama
$177K
CFG
356
Citizens Financial Group
Rhode Island
$175K
SMG
357
Spectrum Management Group
Indiana
$168K
RFA
358
Reilly Financial Advisors
California
$141K
PB
359
Pinnacle Bancorp
Nebraska
$135K
SWM
360
Sugarloaf Wealth Management
Georgia
$115K +$54 +1 +0%
MWM
361
MBE Wealth Management
Wisconsin
$111K +$113K +2,107 New
TFS
362
TrustCore Financial Services
Tennessee
$106K
HB
363
Horizon Bancorp
Indiana
$106K +$107K +2,000 New
CT
364
Caldwell Trust
Florida
$106K
EWM
365
EPG Wealth Management
Georgia
$86K +$5.03K +94 +6%
EP
366
Eudaimonia Partners
Tennessee
$83K +$84.2K +1,572 New
MWP
367
Meridian Wealth Partners
Pennsylvania
$80K +$4.02K +75 +5%
TFGT
368
TS Financial Group (TSFG)
Illinois
$79K
PA
369
Parallel Advisors
California
$72K +$1.34K +25 +2%
TWA
370
TCI Wealth Advisors
Arizona
$65K -$3.64K -68 -5%
PFO
371
Pathstone Family Office
New Jersey
$59K
CFD
372
Creative Financial Designs
Indiana
$58K -$4.98K -93 -8%
CS
373
Capital Square
Tennessee
$53K +$53.5K +1,000 New
LFG
374
LifePlan Financial Group
Ohio
$51K
SCA
375
Stonebridge Capital Advisors
Minnesota
$50K