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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
376
Insight Wealth Strategies
California
$2.98M +$351K +7,150 +14%
OAJ
377
Ogorek Anthony Joseph
New York
$2.96M +$1.08M +22,045 +61%
HW
378
Hancock Whitney
Mississippi
$2.94M +$25K +510 +0.9%
PWP
379
PrairieView Wealth Partners
Illinois
$2.94M +$2.82M +57,528 New
SF
380
Summit Financial
New Jersey
$2.93M +$2.17M +44,234 +339%
JWM
381
Janiczek Wealth Management
Colorado
$2.88M -$532K -10,844 -16%
PA
382
Pinnacle Associates
New York
$2.88M +$346K +7,066 +14%
CFS
383
Cannon Financial Strategists
Georgia
$2.87M +$560K +11,420 +25%
Bessemer Group
384
Bessemer Group
New Jersey
$2.85M +$2.32M +47,329 +555%
PWMAG
385
Pinnacle Wealth Management Advisory Group
New Jersey
$2.85M +$346K +7,066 +14%
CWM
386
Cornerstone Wealth Management
Missouri
$2.85M -$477K -9,736 -15%
MA
387
Mosaic Advisors
Texas
$2.84M -$17.5M -357,074 -87%
FPIS
388
Financial Planning & Information Services
Wisconsin
$2.84M +$438K +8,940 +19%
FA
389
FDx Advisors
Illinois
$2.77M -$152K -3,108 -5%
MMA
390
Miracle Mile Advisors
California
$2.76M +$87.8K +1,790 +3%
CTA
391
Chesley Taft & Associates
Illinois
$2.73M +$2.18M +44,500 +495%
CW
392
Connectus Wealth
Ohio
$2.73M -$954K -19,459 -27%
William Blair & Company
393
William Blair & Company
Illinois
$2.72M +$278K +5,660 +12%
SCG
394
Sonata Capital Group
Washington
$2.71M +$93.2K +1,900 +4%
EWM
395
Elmwood Wealth Management
California
$2.7M +$196K +3,993 +8%
NGA
396
Naples Global Advisors
Florida
$2.68M -$337K -6,875 -12%
BCWM
397
Bartlett & Co Wealth Management
Ohio
$2.67M +$553K +11,275 +27%
BC
398
Bartlett & Co
Ohio
$2.67M +$553K +11,275 +27%
PFA
399
Pure Financial Advisors
California
$2.67M +$16.5K +336 +0.6%
CTWM
400
Cherry Tree Wealth Management
Minnesota
$2.67M +$231K +4,718 +10%