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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
501
Petra Financial Advisors
Colorado
$1.61M
WAL
502
W Advisors LLC
Tennessee
$1.58M -$251K -4,954 -14%
LA
503
Lane & Associates
New Jersey
$1.58M +$14.1K +279 +0.9%
FPF
504
First Pacific Financial
Washington
$1.57M +$264K +5,215 +20%
VCA
505
Verdence Capital Advisors
Maryland
$1.57M -$15.2K -300 -1%
WWP
506
Walden Wealth Partners
Ohio
$1.56M -$180K -3,553 -10%
DL
507
DOHJ LLC
Washington
$1.56M -$420K -8,289 -21%
IPW
508
Intergy Private Wealth
Colorado
$1.56M -$15.5K -305 -1%
KCIC
509
Kuhn & Co Investment Counsel
Illinois
$1.55M +$156K +3,074 +11%
PA
510
Perennial Advisors
New York
$1.55M +$10.3K +204 +0.7%
TF
511
Theory Financial
Colorado
$1.54M -$811 -16 -0.1%
WP
512
WealthShield Partners
North Carolina
$1.53M -$125K -2,472 -8%
Betterment LLC
513
Betterment LLC
New York
$1.53M +$405K +7,999 +36%
CA
514
Continuum Advisory
Idaho
$1.52M -$710K -14,009 -32%
TCM
515
Twele Capital Management
Minnesota
$1.51M -$49.4K -975 -3%
TVM
516
True Vision MN
Minnesota
$1.51M -$1.37K -27 -0.1%
GA
517
GSG Advisors
New Jersey
$1.5M +$288K +5,683 +23%
NG
518
Northstar Group
New York
$1.49M -$9.43K -186 -0.6%
AFS
519
Annapolis Financial Services
Maryland
$1.49M +$49.9K +985 +3%
JBA
520
Johnson Bixby & Associates
Washington
$1.49M +$267K +5,262 +22%
CW
521
CreativeOne Wealth
Kansas
$1.48M +$67.5K +1,331 +5%
PB
522
Pinnacle Bancorp
Nebraska
$1.45M +$76.5K +1,509 +6%
PF
523
Penney Financial
Texas
$1.45M +$76.3K +1,505 +6%
PHWM
524
Pine Harbor Wealth Management
Maryland
$1.44M +$834K +16,460 +136%
SF
525
Summit Financial
New Jersey
$1.44M -$1.46M -28,754 -50%