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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
EP Wealth Advisors
California
$859K -$21.5M -428,473 -98%
AAS
527
Avantax Advisory Services
Texas
$856K -$402 -8 -0%
SEP
528
Southland Equity Partners
Missouri
$852K
CAM
529
Clark Asset Management
New Hampshire
$844K +$55.4K +1,103 +7%
AA
530
Advisory Alpha
Michigan
$843K +$93.2K +1,857 +13%
ME
531
McIlrath & Eck
Washington
$843K +$359K +7,145 +75%
CB
532
Cadence Bank
Mississippi
$840K
Bank of Montreal
533
Bank of Montreal
Ontario, Canada
$835K +$536K +10,678 +184%
HI
534
Human Investing
Oregon
$832K -$81.3K -1,620 -9%
IAG
535
Investment Advisory Group
Massachusetts
$830K
WT
536
Whittier Trust
California
$824K -$7.73K -154 -0.9%
KAM
537
Kraft Asset Management
Tennessee
$821K +$18.6K +370 +2%
RIA
538
Retirement Investment Advisors
Oklahoma
$812K +$402K +8,018 +100%
EWA
539
Exencial Wealth Advisors
Oklahoma
$809K -$3.81K -76 -0.5%
MA
540
Montag & Associates
Georgia
$809K +$485K +9,652 +153%
AAG
541
Armstrong Advisory Group
Massachusetts
$804K +$53.7K +1,070 +7%
TW
542
Towerpoint Wealth
California
$802K
FPF
543
First Pacific Financial
Washington
$799K -$92.1K -1,834 -10%
AWM
544
Avaii Wealth Management
Wisconsin
$798K +$245K +4,880 +45%
MCA
545
MSH Capital Advisors
Arizona
$796K +$13.8K +274 +2%
FMC
546
First Merchants Corp
Indiana
$795K
HNWAG
547
High Net Worth Advisory Group
Florida
$795K +$26.6K +529 +3%
GWM
548
Geneos Wealth Management
Colorado
$795K +$689K +13,731 +702%
LC
549
Landaas & Company
Wisconsin
$791K -$3.97K -79 -0.5%
BWA
550
BDO Wealth Advisors
Florida
$790K