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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
351
JNBA Financial Advisors
Minnesota
$4.54M -$332K -6,575 -7%
FAFN
352
First Affirmative Financial Network
Colorado
$4.54M +$4.59M +90,921 New
BAAM
353
Baker Avenue Asset Management
California
$4.53M +$232K +4,587 +5%
VAF
354
Values Added Financial
District of Columbia
$4.53M +$1.27M +25,084 +38%
SWM
355
Spire Wealth Management
Virginia
$4.51M +$766K +15,176 +20%
BPAMU
356
BTG Pactual Asset Management US
New York
$4.5M -$217K -4,307 -5%
EWA
357
Exencial Wealth Advisors
Oklahoma
$4.49M +$138K +2,727 +3%
EFP
358
Elser Financial Planning
Indiana
$4.48M +$949K +18,790 +26%
DE
359
Diversified Enterprises
Delaware
$4.43M +$15.7K +310 +0.3%
WIA
360
World Investment Advisors
California
$4.43M +$377K +7,461 +9%
OFP
361
OLIO Financial Planning
Virginia
$4.43M +$181K +3,582 +4%
TCM
362
TD Capital Management
Tennessee
$4.42M -$65.2K -1,292 -1%
FAT
363
First American Trust
California
$4.34M +$170K +3,365 +4%
MWM
364
Meridian Wealth Management
Kentucky
$4.32M +$100K +1,982 +2%
RA
365
RFG Advisory
Alabama
$4.3M +$1.43M +28,302 +49%
AIC
366
Allodium Investment Consultants
Minnesota
$4.29M +$382K +7,571 +10%
FPAS
367
Focus Partners Advisor Solutions
Missouri
$4.28M +$2.35M +46,590 +119%
WFP
368
Wrenne Financial Planning
Kentucky
$4.21M -$2.47K -49 -0.1%
APC
369
Aspire Private Capital
North Carolina
$4.17M -$125K -2,466 -3%
GWM
370
Grand Wealth Management
Michigan
$4.17M -$127K -2,522 -3%
KLI
371
Kelman-Lazarov Inc
Tennessee
$4.16M +$156K +3,085 +4%
Janney Montgomery Scott
372
Janney Montgomery Scott
Pennsylvania
$4.16M +$1.47M +29,184 +54%
WPW
373
Watershed Private Wealth
Illinois
$4.13M -$219K -4,344 -5%
VC
374
Vicus Capital
Pennsylvania
$4.13M +$50.8K +1,006 +1%
FLA
375
Financial Life Advisors
Texas
$4.09M +$114K +2,264 +3%