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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
451
Moser Wealth Advisors
Washington
$621K -$157K -2,950 -20%
DADC
452
D.A. Davidson & Co
Montana
$618K -$66.5K -1,250 -9%
GSWM
453
Greenup Street Wealth Management
Michigan
$617K -$748K -14,055 -54%
BA
454
Bristlecone Advisors
Washington
$616K -$5.59K -105 -0.9%
KTA
455
Keeley-Teton Advisors
Illinois
$615K
GRP
456
Global Retirement Partners
California
$611K +$650K +12,214 New
GWMIA
457
Global Wealth Management Investment Advisory
Florida
$608K +$14.3K +268 +2%
SW
458
StrongBox Wealth
Missouri
$607K -$532K -9,990 -46%
FPAS
459
Focus Partners Advisor Solutions
Missouri
$597K +$616K +11,569 New
CCMD
460
Cypress Capital Management (Delaware)
Delaware
$593K
CSPIA
461
Cary Street Partners Investment Advisory
Virginia
$593K +$131K +2,465 +27%
Fisher Asset Management
462
Fisher Asset Management
Washington
$591K -$110K -2,071 -15%
WT
463
Washington Trust
Rhode Island
$584K +$585K +11,000 +3,385%
TFS
464
TrustCore Financial Services
Tennessee
$581K
PA
465
Parallel Advisors
California
$581K +$205K +3,856 +52%
WWM
466
Western Wealth Management
Colorado
$580K +$391K +7,349 +188%
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$574K +$303K +5,698 +105%
JFA
468
JNBA Financial Advisors
Minnesota
$573K +$586K +11,008 +9,656%
EFG
469
Erickson Financial Group
Pennsylvania
$572K
CA
470
Calton & Associates
Florida
$572K +$210K +3,946 +55%
PMG
471
ProVise Management Group
Florida
$569K -$123K -2,306 -17%
GT
472
Glenview Trust
Kentucky
$569K +$587K +11,035 New
BRWA
473
B. Riley Wealth Advisors
Florida
$568K +$80.3K +1,509 +16%
HL
474
HeadInvest LLC
Maine
$567K
AIP
475
Ameritas Investment Partners
Nebraska
$566K +$11.9K +223 +2%