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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
401
MGO Private Wealth
California
$3.39M +$62.4K +1,234 +2%
CMBA
402
C.M. Bidwell & Associates
Hawaii
$3.39M +$192K +3,794 +6%
EWM
403
Elmwood Wealth Management
California
$3.38M +$279K +5,525 +9%
TFA
404
TPG Financial Advisors
Oregon
$3.38M
FFP
405
FourThought Financial Partners
Florida
$3.38M +$3.41M +67,422 New
RFP
406
RCS Financial Planning
Maryland
$3.38M +$1.58M +31,243 +86%
FFL
407
Financial Freedom LLC
Ohio
$3.37M -$113K -2,237 -3%
GGS
408
Galvin Gaustad & Stein
Arizona
$3.37M +$95.6K +1,891 +3%
MA
409
Mosaic Advisors
Texas
$3.36M +$19.6K +387 +0.6%
GWM
410
Grand Wealth Management
Michigan
$3.35M +$759K +15,016 +29%
SAM
411
SP Asset Management
California
$3.33M -$1.14M -22,537 -25%
CAAS
412
Capital Asset Advisory Services
Michigan
$3.32M +$21K +416 +0.6%
CPIG
413
Chicago Partners Investment Group
Illinois
$3.32M +$1.62M +32,097 +93%
CWM
414
Cornerstone Wealth Management
Missouri
$3.31M +$302K +5,969 +10%
EWA
415
Exencial Wealth Advisors
Oklahoma
$3.31M -$136K -2,698 -4%
PP
416
PrairieView Partners
Minnesota
$3.27M -$554K -10,949 -14%
VWM
417
Verus Wealth Management
Wisconsin
$3.24M +$3.27M +64,703 New
GFM
418
GEN Financial Management
Minnesota
$3.23M +$3.26M +64,518 New
MHC
419
May Hill Capital
Massachusetts
$3.23M +$3.26M +64,498 New
CAAM
420
Cornerstone Advisors Asset Management
Pennsylvania
$3.23M +$756K +14,951 +30%
CAM
421
Cresset Asset Management
Illinois
$3.22M +$1.38M +27,311 +74%
AIS
422
American Investment Services
Massachusetts
$3.2M -$401K -7,927 -11%
SVWG
423
Shared Vision Wealth Group
United States
$3.18M +$89.7K +1,774 +3%
AWM
424
Apex Wealth Management
New Hampshire
$3.18M +$3.21M +63,427 New
HIF
425
Hill Island Financial
Michigan
$3.18M +$2.93M +57,959 +1,062%