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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
476
Grand Wealth Management
Michigan
$2.46M -$871K -17,406 -26%
BCWM
477
Bartlett & Co Wealth Management
Ohio
$2.45M -$32.8K -656 -1%
WFP
478
Wrenne Financial Planning
Kentucky
$2.45M +$105K +2,098 +4%
PFA
479
Pure Financial Advisors
California
$2.42M +$747K +14,922 +44%
FA
480
FDx Advisors
Illinois
$2.42M -$159K -3,180 -6%
LNWTC
481
Laird Norton Wetherby Trust Company
Washington
$2.39M
OWM
482
Opes Wealth Management
California
$2.36M +$102K +2,040 +4%
FSG
483
Financial Strategies Group
Michigan
$2.36M +$158K +3,166 +7%
EWA
484
EverSource Wealth Advisors
Alabama
$2.32M +$510K +10,200 +28%
FPF
485
First Pacific Financial
Washington
$2.32M +$262K +5,243 +13%
MSFS
486
Main Street Financial Solutions
Pennsylvania
$2.31M +$144K +2,875 +7%
VA
487
VestGen Advisors
Illinois
$2.29M +$2.31M +46,226 New
RPGK
488
Retirement Planning Group (Kansas)
Kansas
$2.29M +$2.31M +46,177 New
LKBC
489
L.K. Benson & Company
Maryland
$2.25M +$249K +4,973 +12%
CCB
490
Country Club Bank
Missouri
$2.2M -$84.8K -1,695 -4%
AWP
491
Avid Wealth Partners
Texas
$2.18M -$522K -10,432 -19%
FPAS
492
Focus Partners Advisor Solutions
Missouri
$2.18M -$385K -7,700 -15%
CB
493
Commerce Bank
Missouri
$2.17M +$202K +4,030 +10%
GKIM
494
GW&K Investment Management
Massachusetts
$2.17M +$1.6M +31,935 +272%
HF
495
HRT Financial
New York
$2.16M -$641K -12,813 -23%
SFG
496
Snider Financial Group
Washington
$2.15M +$509K +10,165 +31%
GMA
497
Glassy Mountain Advisors
Maryland
$2.14M +$156K +3,119 +8%
PSA
498
Plum Street Advisors
Louisiana
$2.13M -$51.6K -1,032 -2%
SHGA
499
Sand Hill Global Advisors
California
$2.09M -$1.46M -29,132 -41%
WTC
500
WhitTier Trust Company
Nevada
$2.09M -$322K -6,440 -13%