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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
426
High Net Worth Advisory Group
Florida
$969K +$1.05K +21 +0.1%
HIP
427
HUB Investment Partners
Texas
$967K +$1M +20,096 New
BWM
428
Baystate Wealth Management
Massachusetts
$950K +$987K +19,738 New
Natixis Advisors
429
Natixis Advisors
Massachusetts
$945K +$981K +19,627 New
EWG
430
Executive Wealth Group
Washington
$944K
PCI
431
Planning Center Inc
Illinois
$939K +$466K +9,322 +93%
HFA
432
Highland Financial Advisors
New Jersey
$936K +$29.4K +589 +3%
FSG
433
Financial Strategies Group
Michigan
$928K -$211K -4,223 -18%
IAG
434
Investment Advisory Group
Massachusetts
$924K
ECG
435
Edge Capital Group
Georgia
$917K -$98.1K -1,962 -9%
RWA
436
Ropes Wealth Advisors
Massachusetts
$914K -$7K -140 -0.7%
BBW
437
Blue Barn Wealth
Utah
$910K -$89.1K -1,782 -9%
PGA
438
Portland Global Advisors
Maine
$906K
WJA
439
Willis Johnson & Associates
Texas
$898K +$418K +8,370 +81%
WHCI
440
W.H. Cornerstone Investments
Massachusetts
$894K +$920K +18,401 New
FA
441
FC Advisory
Pennsylvania
$891K -$121K -2,414 -12%
BFO
442
Boston Family Office
Massachusetts
$888K
AWS
443
AJ Wealth Strategies
New York
$886K -$2.95M -58,960 -76%
PA
444
Perennial Advisors
New York
$886K +$920K +18,400 New
SFG
445
Sovereign Financial Group
Connecticut
$885K -$15.5K -310 -2%
AWM
446
Axxcess Wealth Management
California
$884K -$522K -10,444 -36%
CDIA
447
Capital Directions Investment Advisors
Georgia
$875K -$909K -18,177 Closed
TC
448
Tenret Company
Florida
$869K +$392K +7,835 +77%
PP
449
PrairieView Partners
Minnesota
$868K +$22.8K +456 +3%
FAIM
450
Financial Advocates Investment Management
Washington
$868K +$68K +1,361 +8%