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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EA
551
Evergreen Advisors
Tennessee
$469K
FCA
552
FinTrust Capital Advisors
South Carolina
$456K +$450K +8,977 New
RTS
553
Round Table Services
New Jersey
$452K +$6.22K +124 +1%
PWLP
554
Prio Wealth Limited Partnership
Massachusetts
$452K +$5.01K +100 +1%
TPCW
555
TD Private Client Wealth
New York
$450K -$88.7K -1,769 -16%
USCWA
556
U.S. Capital Wealth Advisors
Texas
$450K -$40.2K -802 -8%
TAM
557
Tocqueville Asset Management
New York
$447K
Franklin Resources
558
Franklin Resources
California
$443K
PMG
559
ProVise Management Group
Florida
$439K -$113K -2,259 -20%
BL
560
BFSG LLC
California
$436K +$35.1K +700 +9%
HWMA
561
Heritage Wealth Management (Arizona)
Arizona
$434K
QWM
562
Quaker Wealth Management
New Jersey
$433K -$16.9M -336,904 -97%
AFP
563
Ausdal Financial Partners
Iowa
$433K -$99.7K -1,988 -19%
VCM
564
Versant Capital Management
Arizona
$432K +$501 +10 +0.1%
PWA
565
Physician Wealth Advisors
Utah
$432K +$424K +8,468 New
ORC
566
O'Rourke & Company
Massachusetts
$431K +$433K +8,643 New
VWM
567
Valley Wealth Managers
New Jersey
$429K +$430K +8,584 New
ARC
568
Advisor Resource Council
Texas
$429K +$431K +8,596 New
S
569
SignatureFD
Georgia
$422K -$389K -7,764 -48%
WWM
570
Western Wealth Management
Colorado
$421K -$144K -2,865 -25%
BSB
571
Bangor Savings Bank
Maine
$414K -$201K -4,019 -33%
MWM
572
Maltin Wealth Management
New Jersey
$409K +$411K +8,190 New
MWA
573
Moser Wealth Advisors
Washington
$407K -$196K -3,905 -32%
Lido Advisors
574
Lido Advisors
California
$407K +$7.52K +150 +2%
MWM
575
Mission Wealth Management
California
$407K +$72.6K +1,448 +22%