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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
601
Sandy Spring Bank
Maryland
$8K
PMFA
602
Plante Moran Financial Advisors
Michigan
$7K
GRP
603
Global Retirement Partners
California
$7K +$6.06K +110 +500%
ADL
604
Asset Dedication LLC
California
$7K +$6.83K +124 New
AA
605
AlphaMark Advisors
Kentucky
$6K -$105K -1,900 -95%
IPW
606
IronBridge Private Wealth
Texas
$6K
JFA
607
JNBA Financial Advisors
Minnesota
$6K
GWS
608
Glassman Wealth Services
Virginia
$5K +$55 +1 +1%
LWM
609
Liberty Wealth Management
California
$4K -$3.58K -65 Closed
LFG
610
Larson Financial Group
Missouri
$3K -$18.7K -339 -86%
FCB
611
First Command Bank
Texas
$3K
FCFS
612
First Command Financial Services
Texas
$3K
WLPWM
613
Walled Lake Planning & Wealth Management
Illinois
$3K
APWA
614
Atlas Private Wealth Advisors
New Jersey
$3K +$2.81K +51 New
HFS
615
Hantz Financial Services
Michigan
$3K +$3.36K +61 New
ASBI
616
American State Bank (Iowa)
Iowa
$2.21K
CPWM
617
Cypress Point Wealth Management
Texas
$2K +$1.98K +36 New
AW
618
Avion Wealth
Texas
$1K +$606 +11 New
RWM
619
Raffa Wealth Management
District of Columbia
$951
LWA
620
LWS Wealth Advisors
New Jersey
-$10.4M -189,981 Closed
BDF
621
Balasa Dinverno & Foltz
-$6.81M -124,678 Closed
BDWCC
622
B&D White Capital Company
Texas
-$3.25M -59,755 Closed
Citadel Advisors
623
Citadel Advisors
Florida
-$2.93M -53,641 Closed
NW
624
NewEdge Wealth
Pennsylvania
-$2.4M -43,862 Closed
UFA
625
US Financial Advisors
Massachusetts
-$1.77M -32,392 Closed