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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
526
Donaldson Capital Management
Indiana
$405K -$9.15K -172 -2%
MCM
527
Mattern Capital Management
Colorado
$405K +$418K +7,851 New
WWM
528
Wolff Wiese Magana
California
$404K -$28.8K -541 -6%
WLIM
529
White Lighthouse Investment Management
Massachusetts
$402K -$218K -4,100 -34%
SC
530
Schiavi & Co
Delaware
$402K +$415K +7,790 New
Charles Schwab
531
Charles Schwab
California
$402K +$415K +7,796 New
DFC
532
DBK Financial Counsel
Ohio
$401K +$99.7K +1,873 +32%
AAP
533
Arax Advisory Partners
Colorado
$400K -$54.1K -1,017 -12%
MSFS
534
Main Street Financial Solutions
Pennsylvania
$400K -$1.92K -36 -0.5%
SBH
535
Segall Bryant & Hamill
Illinois
$388K +$401K +7,533 New
WMA
536
Wealth Management Associates
New Jersey
$387K
SP
537
Successful Portfolios
Florida
$386K
PWP
538
Personal Wealth Partners
Minnesota
$380K
KA
539
Kovack Advisors
Florida
$374K -$24.7K -465 -6%
FIBT
540
First International Bank & Trust
North Dakota
$372K -$36.4K -683 -9%
WWP
541
Waypoint Wealth Partners
California
$368K +$380K +7,138 New
SSW
542
Stone Summit Wealth
Florida
$367K -$268K -5,038 -41%
SIC
543
Sterling Investment Counsel
New York
$367K +$379K +7,129 New
AP
544
Adero Partners
California
$366K -$515K -9,668 -58%
CYG
545
Clean Yield Group
Vermont
$366K -$133K -2,500 -26%
FAFN
546
First Affirmative Financial Network
Colorado
$364K +$376K +7,066 New
IC
547
IEQ Capital
California
$363K +$375K +7,037 New
WCA
548
Waypoint Capital Advisors
Minnesota
$362K -$53.1K -997 -12%
CPA
549
Cardiff Park Advisors
California
$357K
VCA
550
Verdence Capital Advisors
Maryland
$350K +$361K +6,786 New