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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OFP
351
OLIO Financial Planning
Virginia
$4.28M +$128K +2,537 +3%
UF
352
Univest Financial
Pennsylvania
$4.28M +$914K +18,167 +27%
FPN
353
Financial Planning Navigators
Minnesota
$4.27M +$4.27M +84,934 New
MWM
354
Meridian Wealth Management
Kentucky
$4.26M +$224K +4,451 +6%
WFP
355
Wrenne Financial Planning
Kentucky
$4.25M -$420K -8,346 -9%
FAT
356
First American Trust
California
$4.21M +$250K +4,968 +6%
WAP
357
Wealthcare Advisory Partners
Pennsylvania
$4.19M +$362K +7,200 +9%
AIS
358
American Investment Services
Massachusetts
$4.16M +$303K +6,019 +8%
VC
359
Vicus Capital
Pennsylvania
$4.11M +$10.2K +202 +0.2%
William Blair & Company
360
William Blair & Company
Illinois
$4.11M +$228K +4,526 +6%
MSWM
361
Master's Wealth Management
Pennsylvania
$4.1M +$4.11M +81,608 New
GT
362
Glenview Trust
Kentucky
$4.1M +$704K +13,991 +21%
WIA
363
World Investment Advisors
California
$4.09M +$833K +16,562 +26%
HWM
364
Hassell Wealth Management
Louisiana
$4.09M +$257K +5,106 +7%
Bessemer Group
365
Bessemer Group
New Jersey
$4.06M +$367K +7,288 +10%
CAG
366
Compass Advisory Group
New York
$4.06M +$144K +2,864 +4%
EFH
367
Eaton Financial Holdings
Florida
$4.06M -$91.3K -1,815 -2%
BWM
368
BCGM Wealth Management
Indiana
$4.04M +$14.3K +285 +0.4%
KLI
369
Kelman-Lazarov Inc
Tennessee
$4.04M +$74.4K +1,479 +2%
FLA
370
Financial Life Advisors
Texas
$4.01M +$17.6K +349 +0.4%
ML
371
McAdam LLC
Pennsylvania
$4M +$80.7K +1,603 +2%
TC
372
TAGStone Capital
North Carolina
$3.99M -$604K -11,998 -13%
TFP
373
Traction Financial Partners
Wyoming
$3.99M +$44.6K +886 +1%
CA
374
Cambridge Associates
Massachusetts
$3.98M +$877K +17,438 +28%
CISOA
375
Capital Investment Services of America
Wisconsin
$3.96M -$815K -16,200 -17%