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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
426
Sigma Planning Corp
Michigan
$758K -$792K -14,882 -50%
OIA
427
OneDigital Investment Advisors
Kansas
$755K +$256K +4,815 +49%
MPW
428
Melone Private Wealth
Michigan
$752K -$85.9K -1,614 -10%
ACP
429
Aveo Capital Partners
Colorado
$745K +$537K +10,085 +231%
DP
430
Denver PWM
Colorado
$744K +$380K +7,147 +98%
FPIS
431
Financial Planning & Information Services
Wisconsin
$733K +$101K +1,892 +15%
SG
432
StoneX Group
New York
$726K -$51.9K -976 -6%
Vanguard Personalized Indexing Management
433
Vanguard Personalized Indexing Management
California
$724K -$1.21M -22,707 -62%
HWM
434
Hohimer Wealth Management
Washington
$715K -$35.7K -670 -5%
CAMG
435
CWA Asset Management Group
Florida
$713K +$74.5K +1,400 +11%
CWS
436
Cypress Wealth Services
California
$710K -$31K -583 -4%
AC
437
ASB Consultores
Florida
$709K +$121K +2,276 +20%
OAJ
438
Ogorek Anthony Joseph
New York
$705K
DL
439
DOHJ LLC
Washington
$704K -$131K -2,470 -15%
SWM
440
SeaCrest Wealth Management
New York
$695K +$145K +2,733 +25%
BWFA
441
Baltimore-Washington Financial Advisors
Maryland
$687K -$48.9K -919 -7%
SHFA
442
SC&H Financial Advisors
Maryland
$686K +$140K +2,635 +25%
ECM
443
Exchange Capital Management
Michigan
$686K +$200K +3,750 +39%
AIA
444
Alera Investment Advisors
Illinois
$671K
CFO
445
Collective Family Office
Pennsylvania
$657K -$795K -14,932 -54%
AWM
446
Atticus Wealth Management
Florida
$650K
BCP
447
Blue Chip Partners
Michigan
$650K +$671K +12,600 New
BSB
448
Bangor Savings Bank
Maine
$634K +$164K +3,075 +33%
FNWM
449
Financial Network Wealth Management
Utah
$631K +$2.87K +54 +0.4%
AF
450
Affiance Financial
Minnesota
$623K +$11.3K +213 +2%