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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
451
Janney Montgomery Scott
Pennsylvania
$2.61M +$318K +6,464 +14%
RWM
452
Rockwood Wealth Management
Pennsylvania
$2.6M -$471K -9,588 -16%
MSFS
453
Main Street Financial Solutions
Pennsylvania
$2.59M +$186K +3,782 +8%
APW
454
Acima Private Wealth
Virginia
$2.58M +$50.3K +1,024 +2%
SA
455
Sunesis Advisors
Kansas
$2.57M +$2.53M +51,378 New
FA
456
FDx Advisors
Illinois
$2.56M +$90.2K +1,835 +4%
DA
457
Detalus Advisors
Missouri
$2.56M -$235K -4,772 -9%
EA
458
Eclectic Associates
California
$2.55M +$1.18M +24,014 +89%
PPA
459
Pacific Point Advisors
California
$2.54M
AA
460
Alesco Advisors
New York
$2.51M -$95.5K -1,943 -4%
IWM
461
IHT Wealth Management
Illinois
$2.51M -$298K -6,055 -11%
SCG
462
Sonata Capital Group
Washington
$2.49M -$519K -10,555 -18%
B
463
Bailard
California
$2.48M -$472K -9,612 -16%
MHC
464
May Hill Capital
Massachusetts
$2.47M -$361K -7,346 -13%
BFP
465
Brewster Financial Planning
New York
$2.47M +$617K +12,545 +34%
DJSG
466
D.J. St. Germain
Massachusetts
$2.46M +$343K +6,986 +17%
SW
467
SteelPeak Wealth
California
$2.44M -$605K -12,301 -20%
TA
468
TPG Advisors
Illinois
$2.44M -$49.1K -1,000 -2%
SCM
469
Steele Capital Management
Iowa
$2.44M -$172K -3,500 -7%
WJA
470
Willis Johnson & Associates
Texas
$2.44M +$290K +5,892 +14%
PPWP
471
Premier Path Wealth Partners
New Jersey
$2.43M -$261K -5,304 -10%
SW
472
SlateStone Wealth
Florida
$2.42M +$1.72M +35,062 +265%
SWM
473
SigFig Wealth Management
California
$2.41M -$2.35M -47,767 -50%
PFA
474
Pure Financial Advisors
California
$2.41M +$441K +8,969 +23%
TF
475
Theory Financial
Colorado
$2.4M -$406K -8,260 -15%