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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
576
LJI Wealth Management
Indiana
$1.56M +$314K +6,434 +25%
SCP
577
Stevens Capital Partners
Nebraska
$1.56M +$923K +18,893 +146%
OHWA
578
Oak Hill Wealth Advisors
Virginia
$1.55M -$14.9K -304 -0.9%
MC
579
Middleton & Co
Massachusetts
$1.52M
GRP
580
Global Retirement Partners
California
$1.52M +$1.52M +31,039 New
RPGK
581
Retirement Planning Group (Kansas)
Kansas
$1.52M -$746K -15,276 -33%
LPP
582
Life Planning Partners
Florida
$1.5M +$91.4K +1,870 +7%
First Manhattan
583
First Manhattan
New York
$1.49M +$1.48M +30,379 New
OWA
584
Oak Wealth Advisors
Illinois
$1.49M -$346K -7,077 -19%
KPP
585
Kings Path Partners
Texas
$1.45M +$111K +2,266 +8%
CM
586
Columbus Macro
Pennsylvania
$1.45M +$87.6K +1,794 +6%
PPC
587
Park Place Capital
Alabama
$1.44M +$1.44M +29,393 New
WP
588
WealthShield Partners
North Carolina
$1.44M +$96.4K +1,973 +7%
AF
589
Apexium Financial
Texas
$1.44M +$133K +2,715 +10%
TWA
590
TCI Wealth Advisors
Arizona
$1.43M +$1.42M +29,108 New
NL
591
Navalign LLC
California
$1.43M +$428K +8,753 +43%
AWM
592
Act Wealth Management
Texas
$1.43M -$20.1K -412 -1%
RFG
593
RFP Financial Group
Georgia
$1.42M +$27.8K +569 +2%
MW
594
Maia Wealth
Colorado
$1.42M +$3.81K +78 +0.3%
FPCG
595
Forum Private Client Group
Indiana
$1.42M +$178K +3,634 +14%
FPF
596
First Pacific Financial
Washington
$1.42M -$873K -17,878 -38%
JIR
597
James Investment Research
Ohio
$1.41M +$453K +9,263 +47%
VCA
598
Verdence Capital Advisors
Maryland
$1.41M -$21.9K -449 -2%
IA
599
IFG Advisory
Georgia
$1.4M +$382K +7,823 +38%
BFG
600
Bouchey Financial Group
New York
$1.39M