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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FPIS
426
Financial Planning & Information Services
Wisconsin
$677K -$13K -238 -2%
SC
427
Seldon Capital
California
$670K +$669K +12,200 New
FNWM
428
Financial Network Wealth Management
Utah
$669K +$94.9K +1,731 +17%
SSW
429
Stone Summit Wealth
Florida
$665K +$666K +12,145 New
BA
430
Bristlecone Advisors
Washington
$662K +$4.99K +91 +0.8%
KTA
431
Keeley-Teton Advisors
Illinois
$655K
WLIM
432
White Lighthouse Investment Management
Massachusetts
$653K +$13.6K +248 +2%
AF
433
Affiance Financial
Minnesota
$652K +$6.03K +110 +0.9%
IWM
434
IHT Wealth Management
Illinois
$650K +$15.8K +289 +3%
EFA
435
Evernest Financial Advisors
Indiana
$641K +$694K +12,661 New
Lido Advisors
436
Lido Advisors
California
$636K +$129K +2,353 +25%
HWMG
437
Hurlow Wealth Management Group
Indiana
$635K -$556K -10,150 -47%
GWMIA
438
Global Wealth Management Investment Advisory
Florida
$633K
CCMD
439
Cypress Capital Management (Delaware)
Delaware
$631K +$630K +11,500 New
AC
440
ASB Consultores
Florida
$630K +$629K +11,475 New
BPA
441
Beacon Pointe Advisors
California
$627K -$12.5K -229 -2%
Renaissance Technologies
442
Renaissance Technologies
New York
$621K +$620K +11,315 New
HIF
443
Hill Island Financial
Michigan
$620K +$619K +11,290 New
TFS
444
TrustCore Financial Services
Tennessee
$619K -$16.5K -301 -3%
VIA
445
Vickerman Investment Advisors
Washington
$612K
PP
446
PDS Planning
Ohio
$612K +$2.74K +50 +0.5%
AR
447
Apeiron RIA
Texas
$611K +$610K +11,124 New
EFG
448
Erickson Financial Group
Pennsylvania
$609K +$608K +11,091 New
HL
449
HeadInvest LLC
Maine
$604K
PFO
450
Pathstone Family Office
New Jersey
$602K +$104K +1,893 +21%