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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
576
Gateway Wealth Partners
Wisconsin
$642K +$635K +12,982 New
FAIM
577
Financial Advocates Investment Management
Washington
$640K -$250K -5,108 -28%
TWM
578
TriaGen Wealth Management
California
$638K +$70.9K +1,450 +13%
GWMIA
579
Global Wealth Management Investment Advisory
Florida
$637K +$37.6K +769 +6%
CLG
580
Cooperman Leon G
$637K +$629K +12,876 New
FPIS
581
Financial Planning & Information Services
Wisconsin
$635K +$298K +6,088 +90%
Lido Advisors
582
Lido Advisors
California
$635K -$768K -15,717 -55%
SIC
583
Sigma Investment Counselors
Michigan
$627K -$120K -2,460 -16%
FFN
584
Focus Financial Network
Minnesota
$612K -$169K -3,467 -22%
LSIA
585
LaSalle St. Investment Advisors
Illinois
$610K +$603K +12,326 New
WT
586
Washington Trust
Rhode Island
$610K
LFG
587
Lockerman Financial Group
California
$609K +$16.1K +330 +3%
LPAM
588
Lodestar Private Asset Management
California
$608K +$600K +12,282 New
HR
589
Howe & Rusling
New York
$596K -$194K -3,961 -25%
KTA
590
Keeley-Teton Advisors
Illinois
$590K
PC
591
Prairiewood Capital
North Dakota
$590K +$583K +11,916 New
HI
592
Hudock Inc
Pennsylvania
$587K +$255K +5,216 +78%
AA
593
Addison Advisors
Vermont
$587K -$628K -12,852 -52%
CT
594
Coastline Trust
Rhode Island
$580K -$3.5M -71,642 -86%
WAOI
595
Wealth Advisors of Iowa
Iowa
$576K +$569K +11,635 New
CFP
596
Catalyst Financial Partners
Massachusetts
$574K +$567K +11,600 New
AWM
597
Atticus Wealth Management
Florida
$571K +$50.1K +1,025 +10%
JIR
598
James Investment Research
Ohio
$566K +$294K +6,020 +111%
CFMC
599
Curbstone Financial Management Corp
New Hampshire
$564K -$44K -900 -7%
BC
600
Burney Company
Virginia
$564K +$17.8K +365 +3%