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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BG
401
Benedetti & Gucer
Georgia
$1.11M +$1.11M +22,208 New
WFA
402
Wade Financial Advisory
California
$1.1M -$888K -17,709 -44%
PP
403
Patron Partners
Texas
$1.1M -$41.4K -826 -4%
BCM
404
Blume Capital Management
California
$1.1M -$208K -4,150 -16%
ECM
405
Exchange Capital Management
Michigan
$1.09M +$423K +8,440 +63%
SIA
406
Soltis Investment Advisors
Utah
$1.08M
CAWM
407
Capital Advisors Wealth Management
Washington
$1.08M -$46.2K -921 -4%
SF
408
Synovus Financial
Georgia
$1.06M -$2.32M -46,298 -69%
OL
409
Optas LLC
Texas
$1.06M +$3.76K +75 +0.4%
PTC
410
Philadelphia Trust Company
Pennsylvania
$1.05M -$2.14M -42,720 -67%
CP
411
Corbenic Partners
Pennsylvania
$1.05M -$8.32K -166 -0.8%
ECG
412
Edge Capital Group
Georgia
$1.05M -$90K -1,796 -8%
RF
413
Resolute Financial
Massachusetts
$1.04M +$1.05M +20,941 New
FA
414
FC Advisory
Pennsylvania
$1.04M -$394K -7,853 -27%
BBW
415
Blue Barn Wealth
Utah
$1.03M +$1.6K +32 +0.2%
WCFA
416
Walkner Condon Financial Advisors
Wisconsin
$1.03M -$20.7K -412 -2%
AWAG
417
ARS Wealth Advisors Group
Florida
$1.01M
APP
418
Avantax Planning Partners
Iowa
$1M +$756K +15,087 +298%
HNWAG
419
High Net Worth Advisory Group
Florida
$1M +$12.4K +247 +1%
BWA
420
Burt Wealth Advisors
Maryland
$998K -$966K -19,269 -49%
MW
421
Marcum Wealth
Ohio
$996K +$235K +4,683 +31%
PWMAG
422
Pinnacle Wealth Management Advisory Group
New Jersey
$984K -$327K -6,520 -25%
EWG
423
Executive Wealth Group
Washington
$978K
SSW
424
Stone Summit Wealth
Florida
$975K +$622K +12,413 +175%
MWA
425
Martel Wealth Advisors
Washington
$958K -$1.13M -22,510 -54%