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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Calton & Associates
Florida
$393K +$2.9K +53 +0.7%
RZH
527
Relyea Zuckerberg Hanson
Connecticut
$390K +$22.5K +411 +6%
WCWM
528
Willow Creek Wealth Management
California
$387K +$24.1K +439 +7%
MPCL
529
My Personal CFO LLC
Washington
$384K +$384K +7,000 New
RTS
530
Round Table Services
New Jersey
$383K -$28.9K -527 -7%
CPA
531
Cardiff Park Advisors
California
$381K +$380K +6,934 New
CFA
532
Cahill Financial Advisors
Minnesota
$374K -$21.4K -390 -5%
EFG
533
Everhart Financial Group
Ohio
$370K +$5.32K +97 +1%
CAM
534
Crestone Asset Management
Colorado
$368K -$42.5K -775 -10%
AWA
535
Archvest Wealth Advisors
California
$368K +$367K +6,700 New
LPWM
536
Lake Point Wealth Management
Texas
$366K – – –
XF
537
XML Financial
Maryland
$362K +$82.2K +1,500 +29%
CF
538
Centaurus Financial
California
$360K +$16.8K +306 +5%
OA
539
Oxbow Advisors
Texas
$359K -$21.5K -393 -6%
IAIM
540
International Assets Investment Management
Florida
$355K – – –
SAM
541
Stone Asset Management
Texas
$355K +$355K +6,474 New
1WA
542
180 Wealth Advisors
Washington
$353K -$6.58K -120 -2%
Axiom Advisory
543
Axiom Advisory
California
$350K +$350K +6,379 New
JIP
544
Jaffetilchin Investment Partners
Florida
$342K +$1.59K +29 +0.5%
InterOcean Capital Group
545
InterOcean Capital Group
Tennessee
$339K +$338K +6,166 New
HW
546
Hamilton Wealth
California
$336K – – –
OBWG
547
Onyx Bridge Wealth Group
New York
$336K +$335K +6,115 New
MCM
548
Maryland Capital Management
Maryland
$333K – – –
Tidal Investments
549
Tidal Investments
Wisconsin
$329K – – –
LCM
550
Leisure Capital Management
California
$325K -$66.9K -1,221 -17%