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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
351
Baker Avenue Asset Management
California
$3.76M +$521K +10,287 +16%
KWM
352
Kingsview Wealth Management
Oregon
$3.75M +$2.2M +43,437 +145%
Prudential Financial
353
Prudential Financial
New Jersey
$3.74M +$94K +1,855 +3%
FLPIM
354
F.L. Putnam Investment Management
Massachusetts
$3.72M +$100K +1,977 +3%
FFA
355
Farther Finance Advisors
California
$3.72M +$360K +7,099 +11%
AIS
356
American Investment Services
Massachusetts
$3.67M +$152K +3,003 +4%
WPW
357
Watershed Private Wealth
Illinois
$3.62M +$384K +7,577 +12%
PWMAG
358
Pinnacle Wealth Management Advisory Group
New Jersey
$3.62M +$395K +7,789 +12%
GWWM
359
Great Waters Wealth Management
Minnesota
$3.61M -$82K -1,619 -2%
WA
360
Wealth Alliance
New York
$3.57M -$11.4K -224 -0.3%
FFL
361
Financial Freedom LLC
Ohio
$3.56M -$172K -3,394 -5%
TIM
362
Tortoise Investment Management
New York
$3.55M -$141K -2,780 -4%
SHGA
363
Sand Hill Global Advisors
California
$3.52M -$15K -296 -0.4%
EWA
364
Exencial Wealth Advisors
Oklahoma
$3.51M -$65.5K -1,292 -2%
CFD
365
Creative Financial Designs
Indiana
$3.51M -$229K -4,522 -6%
HFA
366
High Falls Advisors
New York
$3.51M -$7.91K -156 -0.2%
VC
367
Vicus Capital
Pennsylvania
$3.5M -$36.1K -713 -1%
HF
368
HRT Financial
New York
$3.48M +$3.45M +68,160 New
VAG
369
Vannoy Advisory Group
Texas
$3.46M +$90K +1,776 +3%
TFA
370
TPG Financial Advisors
Oregon
$3.45M +$2.15M +42,373 +169%
PWMG
371
Prestige Wealth Management Group
New Jersey
$3.44M +$7.5K +148 +0.2%
MA
372
Mosaic Advisors
Texas
$3.41M +$26.2K +517 +0.8%
SWM
373
Spire Wealth Management
Virginia
$3.4M +$40.1K +792 +1%
MPW
374
MGO Private Wealth
California
$3.39M -$13K -256 -0.4%
GGS
375
Galvin Gaustad & Stein
Arizona
$3.34M -$226K -4,451 -6%