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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPW
601
Surience Private Wealth
Washington
$1.91M -$177K -3,514 -9%
BDF
602
Black Diamond Financial
Maryland
$1.89M -$400K -7,967 -18%
IAS
603
Insigneo Advisory Services
Florida
$1.89M +$143K +2,851 +8%
CWA
604
Cascade Wealth Advisors
Washington
$1.87M +$733K +14,594 +64%
SWM
605
Silverlake Wealth Management
Vermont
$1.86M +$14.9K +296 +0.8%
IWS
606
Integrity Wealth Solutions
Colorado
$1.85M -$25.9K -516 -1%
PFA
607
Perryman Financial Advisory
Texas
$1.85M +$10.8K +214 +0.6%
BJL
608
Brighton Jones LLC
Washington
$1.85M -$306K -6,093 -14%
PWMG
609
Prestige Wealth Management Group
New Jersey
$1.85M -$389K -7,735 -17%
DI
610
Disciplined Investments
Oklahoma
$1.83M +$205K +4,072 +13%
GA
611
GSG Advisors
New Jersey
$1.82M +$10.5K +208 +0.6%
NL
612
Navalign LLC
California
$1.82M +$17.4K +347 +1%
PTC
613
Private Trust Company
Ohio
$1.82M -$55.2K -1,099 -3%
BCWM
614
Bartlett & Co Wealth Management
Ohio
$1.81M -$66.9K -1,331 -4%
HIP
615
HUB Investment Partners
Texas
$1.79M -$305K -6,067 -15%
IFG
616
Independent Financial Group
California
$1.78M +$1M +19,931 +131%
FNBOO
617
First National Bank of Omaha
Nebraska
$1.77M -$11.3K -225 -0.6%
E
618
Evansbrook
Illinois
$1.77M – – –
BF
619
Brucke Financial
Indiana
$1.77M +$236K +4,704 +16%
HWP
620
Highline Wealth Partners
California
$1.76M -$13.8K -274 -0.8%
PPA
621
Pacific Point Advisors
California
$1.75M – – –
SSW
622
Stone Summit Wealth
Florida
$1.75M +$207K +4,127 +14%
FM
623
Family Management
New York
$1.75M +$149K +2,962 +9%
AWA
624
Arkadios Wealth Advisors
Georgia
$1.73M -$390K -7,763 -18%
RDFA
625
Ritter Daniher Financial Advisory
Ohio
$1.73M -$474K -9,435 -22%