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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
501
First Citizens Bank & Trust
North Carolina
$994K +$512K +10,200 +108%
BAM
502
Belpointe Asset Management
Nevada
$982K +$68.3K +1,361 +8%
OCM
503
One Capital Management
California
$978K -$44.1K -879 -4%
RWA
504
Ropes Wealth Advisors
Massachusetts
$978K +$16.2K +323 +2%
GIA
505
Goodwin Investment Advisory
Georgia
$969K -$51.7K -1,029 -5%
LCC
506
Lincoln Capital Corp
Rhode Island
$968K +$959K +19,110 New
BCA
507
Bray Capital Advisors
Florida
$961K
FAT
508
First American Trust
California
$949K -$5.92K -118 -0.6%
ACS
509
Archford Capital Strategies
Illinois
$947K +$147K +2,934 +19%
AIP
510
Ameritas Investment Partners
Nebraska
$942K +$38.6K +769 +4%
AWAP
511
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$937K
AFPL
512
Advus Financial Partners, LLC
Florida
$925K -$698K -13,896 -43%
FFA
513
Farther Finance Advisors
California
$924K +$724K +14,430 +378%
FTS
514
Fifth Third Securities
Ohio
$916K +$115K +2,294 +15%
NCM
515
Northwest Capital Management
Oregon
$910K +$50 +1 +0%
HIGP
516
Hill Investment Group Partners
Missouri
$905K +$50 +1 +0%
SFG
517
Sterling Financial Group
California
$901K
OA
518
Oxbow Advisors
Texas
$894K +$886K +17,647 New
LPAM
519
Lodestar Private Asset Management
California
$888K +$263K +5,244 +43%
SWA
520
Sax Wealth Advisors
New Jersey
$886K +$18.4K +366 +2%
MRWM
521
ML&R Wealth Management
Texas
$884K +$80.3K +1,599 +10%
HCM
522
Hollencrest Capital Management
California
$883K
NSIM
523
North Star Investment Management
Illinois
$876K
BJL
524
Brighton Jones LLC
Washington
$870K +$336K +6,696 +64%
EWA
525
Encompass Wealth Advisors
Oregon
$862K