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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
Exencial Wealth Advisors
Oklahoma
$795K +$785K +16,054 New
MRWM
527
ML&R Wealth Management
Texas
$784K +$193K +3,943 +33%
KAM
528
Kraft Asset Management
Tennessee
$784K
TW
529
Towerpoint Wealth
California
$784K +$774K +15,832 New
FTS
530
Fifth Third Securities
Ohio
$782K -$8.85K -181 -1%
AW
531
Alaethes Wealth
Nevada
$778K -$421K -8,610 -35%
LC
532
Landaas & Company
Wisconsin
$777K +$525K +10,741 +217%
FMC
533
First Merchants Corp
Indiana
$777K +$352K +7,200 +85%
BF
534
BOK Financial
Oklahoma
$776K -$2.44M -49,859 -76%
VAM
535
Verity Asset Management
North Carolina
$776K -$103K -2,107 -12%
ACS
536
Archford Capital Strategies
Illinois
$776K +$766K +15,672 New
DADC
537
D.A. Davidson & Co
Montana
$772K -$101K -2,070 -12%
BWA
538
BDO Wealth Advisors
Florida
$772K -$743K -15,200 -49%
CAM
539
Clark Asset Management
New Hampshire
$770K +$760K +15,551 New
BRWA
540
B. Riley Wealth Advisors
Florida
$769K -$38.2K -782 -5%
G
541
GenTrust
Florida
$769K +$518K +10,588 +214%
MCA
542
MSH Capital Advisors
Arizona
$764K +$294K +6,016 +64%
SFA
543
Souders Financial Advisors
Ohio
$764K -$27.7K -566 -4%
Betterment LLC
544
Betterment LLC
New York
$762K -$688K -14,067 -48%
PGA
545
Portland Global Advisors
Maine
$756K -$173K -3,545 -19%
AR
546
Apeiron RIA
Texas
$750K +$217K +4,433 +41%
HNWAG
547
High Net Worth Advisory Group
Florida
$750K -$243K -4,964 -25%
BDFN
548
Bond & Devick Financial Network
Minnesota
$736K +$357K +7,304 +96%
MA
549
MCF Advisors
Kentucky
$733K -$587K -12,003 -45%
AAG
550
Armstrong Advisory Group
Massachusetts
$733K +$724K +14,805 New