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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Vivaldi Capital Management
Illinois
$563K +$548K +11,208 New
AWM
602
Aspire Wealth Management
Massachusetts
$561K +$554K +11,340 New
GDP
603
Great Diamond Partners
Maine
$558K -$266K -5,445 -33%
WMA
604
West Michigan Advisors
Michigan
$558K -$20.8K -426 -4%
CI
605
CX Institutional
Indiana
$557K -$18M -368,817 -97%
MLA
606
My Legacy Advisors
Oregon
$556K -$107K -2,185 -17%
BWM
607
BCS Wealth Management
Tennessee
$549K +$542K +11,087 New
AIM
608
Alhambra Investment Management
Florida
$546K -$2.67M -54,630 -83%
FA
609
Financial Alternatives
California
$544K +$537K +10,993 New
AWM
610
Avaii Wealth Management
Wisconsin
$538K +$286K +5,844 +116%
LL
611
LPWM LLC
Minnesota
$531K -$219K -4,470 -30%
AWS
612
Aspen Wealth Strategies
Colorado
$530K +$523K +10,702 New
TFS
613
TrustCore Financial Services
Tennessee
$529K -$978 -20 -0.2%
PGFC
614
Peapack-Gladstone Financial Corp
New Jersey
$524K +$517K +10,580 New
BJL
615
Brighton Jones LLC
Washington
$519K +$513K +10,486 New
CAMG
616
CWA Asset Management Group
Florida
$517K -$329K -6,723 -39%
OWM
617
Opes Wealth Management
California
$516K +$105K +2,155 +26%
SI
618
Saxon Interests
Texas
$509K -$222K -4,543 -31%
CFFP
619
Center for Financial Planning
Michigan
$508K +$472K +9,650 +1,579%
PWA
620
Physician Wealth Advisors
Utah
$507K +$42.8K +876 +10%
WWM
621
Western Wealth Management
Colorado
$502K +$205K +4,190 +70%
APA
622
Astoria Portfolio Advisors
New York
$501K -$1.12M -22,880 -70%
SPC
623
Sigma Planning Corp
Michigan
$493K -$32.4K -662 -6%
VF
624
Vawter Financial
Ohio
$489K +$483K +9,875 New
LAM
625
LifePro Asset Management
California
$485K +$587 +12 +0.1%