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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
376
High Net Worth Advisory Group
Florida
$980K +$978K +17,849 New
OCM
377
One Capital Management
California
$972K -$303K -5,522 -24%
BNP Paribas Financial Markets
378
BNP Paribas Financial Markets
France
$939K +$937K +17,107 New
OMC
379
Old Mission Capital
Illinois
$924K +$922K +16,828 New
SEP
380
Southland Equity Partners
Missouri
$923K
AP
381
Adero Partners
California
$920K +$33.3K +608 +4%
MPW
382
Melone Private Wealth
Michigan
$912K +$910K +16,614 New
CFGS
383
Concourse Financial Group Securities
Alabama
$908K +$300K +5,468 +49%
PJSIMP
384
P.J. Schmidt Investment Management (PJS)
Wisconsin
$908K +$304K +5,542 +49%
CMBA
385
C.M. Bidwell & Associates
Hawaii
$901K +$7.45K +136 +0.8%
Wealth Enhancement Advisory Services
386
Wealth Enhancement Advisory Services
Minnesota
$898K +$618K +11,271 +205%
HFS
387
Heritage Financial Services
Massachusetts
$886K +$885K +16,149 New
DL
388
DOHJ LLC
Washington
$885K -$34.6K -632 -4%
FAT
389
First American Trust
California
$883K +$63.1K +1,151 +8%
LWP
390
Lumature Wealth Partners
Georgia
$875K -$340K -6,206 -28%
SSWM
391
Sheets Smith Wealth Management
North Carolina
$871K -$846K -15,432 -49%
AWM
392
Altavista Wealth Management
North Carolina
$861K +$82.5K +1,505 +11%
SC
393
Savant Capital
Illinois
$858K +$86.3K +1,574 +11%
DHFB
394
Dixon Hubard Feinour & Brown
Virginia
$856K +$98.3K +1,794 +13%
SG
395
StoneX Group
New York
$827K -$120K -2,187 -13%
LL
396
LPWM LLC
Minnesota
$826K
MWA
397
Moser Wealth Advisors
Washington
$824K -$247K -4,500 -23%
WIA
398
World Investment Advisors
California
$815K -$540K -9,859 -39%
HR
399
Howe & Rusling
New York
$815K +$42.4K +773 +5%
GIA
400
Goodwin Investment Advisory
Georgia
$810K +$663K +12,095 +454%