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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
351
Level Four Advisory Services
Texas
$344K +$104K +1,910 +43%
BP
352
BBR Partners
New York
$343K -$261K -4,775 -43%
IAIM
353
International Assets Investment Management
Florida
$343K +$55.9K +1,025 +19%
SWA
354
Stratos Wealth Advisors
Ohio
$341K +$341K +6,255 New
OIA
355
OneDigital Investment Advisors
Kansas
$333K +$437 +8 +0.1%
CF
356
Centaurus Financial
California
$328K +$329K +6,027 New
22CM
357
20/20 Capital Management
California
$327K
DADC
358
D.A. Davidson & Co
Montana
$325K +$326K +5,970 New
GWMIA
359
Global Wealth Management Investment Advisory
Florida
$318K +$319K +5,838 New
SFSG
360
Stearns Financial Services Group
North Carolina
$310K +$1.53K +28 +0.5%
APP
361
Avantax Planning Partners
Iowa
$306K
CA
362
Calton & Associates
Florida
$306K
DI
363
Disciplined Investments
Oklahoma
$306K +$215K +3,931 +233%
PCG
364
Private Capital Group
Connecticut
$299K
GWM
365
Geneos Wealth Management
Colorado
$298K
MMA
366
Miracle Mile Advisors
California
$295K -$171K -3,128 -37%
PFA
367
Paradigm Financial Advisors
Missouri
$295K +$79.9K +1,464 +37%
FVWA
368
Foster Victor Wealth Advisors
South Carolina
$288K -$10.5K -193 -4%
RWM
369
RKL Wealth Management
Pennsylvania
$288K -$3.66K -67 -1%
IC
370
Intersect Capital
California
$286K -$123K -2,260 -30%
SLG
371
Stanley-Laman Group
Pennsylvania
$286K +$287K +5,251 New
BAM
372
Belpointe Asset Management
Nevada
$286K +$287K +5,253 New
DWT
373
Dorsey & Whitney Trust
South Dakota
$284K +$285K +5,224 New
BJL
374
Brighton Jones LLC
Washington
$283K -$50.4K -924 -15%
FWIA
375
Fort Washington Investment Advisors
Ohio
$282K