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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
$867K +$493K +9,855 +121%
JBA
452
Johnson Bixby & Associates
Washington
$867K +$495K +9,894 +122%
PFA
453
Pure Financial Advisors
California
$857K +$21.1K +422 +2%
VAM
454
Verity Asset Management
North Carolina
$856K +$889K +17,788 New
EWA
455
ERTS Wealth Advisors
Michigan
$855K -$770K -15,402 -46%
BAM
456
Baldrige Asset Management
Pennsylvania
$852K -$474K -9,481 -35%
ACM
457
Armbruster Capital Management
New York
$852K
DADC
458
D.A. Davidson & Co
Montana
$851K +$31K +620 +4%
BCA
459
Bray Capital Advisors
Florida
$833K +$272K +5,450 +46%
WLIM
460
White Lighthouse Investment Management
Massachusetts
$828K +$378K +7,560 +78%
CAMG
461
CWA Asset Management Group
Florida
$827K +$87.6K +1,753 +11%
RTS
462
Round Table Services
New Jersey
$827K +$406K +8,122 +90%
CWAF
463
Core Wealth Advisors (Florida)
Florida
$825K +$49K +980 +6%
SWA
464
Sax Wealth Advisors
New Jersey
$818K +$850K +16,999 New
SEP
465
Southland Equity Partners
Missouri
$809K
FAT
466
First American Trust
California
$809K +$171K +3,430 +26%
GDP
467
Great Diamond Partners
Maine
$804K
NRI
468
NFP Retirement Inc
California
$803K +$237K +4,740 +40%
CFA
469
Cahill Financial Advisors
Minnesota
$797K +$79K +1,580 +11%
NSIM
470
North Star Investment Management
Illinois
$793K -$1.28M -25,600 -61%
BRWA
471
B. Riley Wealth Advisors
Florida
$786K +$146K +2,918 +22%
GP
472
Girard Partners
Pennsylvania
$776K +$807K +16,137 New
APIM
473
Agate Pass Investment Management
Washington
$774K -$1.82M -36,396 -69%
HR
474
Howe & Rusling
New York
$770K +$25K +501 +3%
SFA
475
Souders Financial Advisors
Ohio
$770K +$135K +2,704 +20%