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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWL
576
Leo Wealth LLC
Texas
$1.16M +$1.11M +22,675 New
CFGS
577
Concourse Financial Group Securities
Alabama
$1.16M -$52.8K -1,077 -5%
1IA
578
1834 Investment Advisors
Wisconsin
$1.15M +$763K +15,560 +221%
ACP
579
Aviance Capital Partners
Florida
$1.15M -$104K -2,123 -9%
WPWM
580
Windward Private Wealth Management
Kansas
$1.14M -$895K -18,244 -45%
MWP
581
Meredith Wealth Planning
Illinois
$1.13M +$414K +8,442 +61%
Betterment LLC
582
Betterment LLC
New York
$1.13M +$29.3K +597 +3%
WPW
583
Watershed Private Wealth
Illinois
$1.12M
PP
584
Patron Partners
Texas
$1.11M -$104K -2,111 -9%
WA
585
WBH Advisory
Maryland
$1.11M +$342K +6,979 +47%
LFP
586
Leeward Financial Partners
Washington
$1.1M +$102K +2,073 +11%
CG
587
CFO4Life Group
Texas
$1.1M +$1.06M +21,624 New
CCFCSB
588
Cape Cod Five Cents Savings Bank
Massachusetts
$1.1M -$1.73M -35,305 -62%
ACS
589
Archford Capital Strategies
Illinois
$1.1M -$89.5K -1,826 -8%
GWM
590
Geneos Wealth Management
Colorado
$1.09M +$115K +2,346 +12%
PP
591
Prosperity Planning
Missouri
$1.09M
GFWA
592
Grey Fox Wealth Advisors
Delaware
$1.08M -$124K -2,528 -11%
TWM
593
TriaGen Wealth Management
California
$1.08M +$10.1K +206 +1%
SIG
594
Sargent Investment Group
Maryland
$1.07M +$584K +11,900 +131%
HP
595
Hilltop Partners
Indiana
$1.07M -$213K -4,344 -17%
RWM
596
Revisor Wealth Management
Ohio
$1.06M +$681K +13,882 +203%
SAM
597
S.A. Mason
Michigan
$1.04M -$34.3K -700 -3%
TFA
598
TPG Financial Advisors
Oregon
$1.04M +$13.8K +282 +1%
IA
599
IFG Advisory
Georgia
$1.04M +$175K +3,577 +21%
BV
600
Boxwood Ventures
Illinois
$1.04M