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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
401
TPG Financial Advisors
Oregon
$3.15M -$1.2M -24,647 -28%
EFP
402
Elser Financial Planning
Indiana
$3.14M +$3.13M +64,086 New
CPIG
403
Chicago Partners Investment Group
Illinois
$3.14M +$10.8K +221 +0.3%
EWM
404
Elmwood Wealth Management
California
$3.13M +$54.5K +1,115 +2%
WMA
405
William Mack & Associates
Michigan
$3.13M +$22K +450 +0.7%
CAAM
406
Cornerstone Advisors Asset Management
Pennsylvania
$3.13M -$20K -410 -0.6%
VAF
407
Values Added Financial
District of Columbia
$3.12M -$2.14M -43,734 -41%
LL
408
LPWM LLC
Minnesota
$3.12M +$2.34M +47,996 +306%
MWM
409
McNaughton Wealth Management
California
$3.11M -$934K -19,121 -23%
SC
410
Sepio Capital
Utah
$3.1M -$576K -11,782 -16%
MWM
411
Meridian Wealth Management
Kentucky
$3.09M -$94.9K -1,942 -3%
SFP
412
Sterling Financial Planning
New Jersey
$3.09M +$26.3K +539 +0.9%
EFN
413
Equita Financial Network
Pennsylvania
$3.09M -$1.34M -27,389 -30%
CAAS
414
Capital Asset Advisory Services
Michigan
$3.07M -$303K -6,194 -9%
LW
415
Linscomb Wealth
Texas
$3.06M +$77.2K +1,580 +3%
RWM
416
Rockwood Wealth Management
Pennsylvania
$3.02M -$2.25M -45,969 -43%
PP
417
PrairieView Partners
Minnesota
$3.01M -$1.26M -25,722 -30%
SW
418
SteelPeak Wealth
California
$3M +$97.2K +1,989 +3%
SCG
419
Sonata Capital Group
Washington
$2.96M +$53.7K +1,100 +2%
EP
420
Edgestream Partners
New Jersey
$2.94M -$196K -4,016 -6%
GWM
421
Grand Wealth Management
Michigan
$2.94M +$508K +10,395 +21%
HW
422
Hancock Whitney
Mississippi
$2.93M
AIM
423
Advyzon Investment Management
Illinois
$2.92M -$293K -6,001 -9%
SA
424
Sincerus Advisory
New York
$2.91M +$989K +20,244 +51%
Kovitz Investment Group Partners
425
Kovitz Investment Group Partners
Illinois
$2.91M +$1.51M +30,833 +108%