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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OA
601
Operose Advisors
Wisconsin
$1.02M +$999K +19,709 +3,934%
LIWM
602
Long Island Wealth Management
New York
$1.02M +$7.3K +144 +0.7%
RWP
603
Revolve Wealth Partners
New Jersey
$1.02M +$82.7K +1,631 +9%
HFS
604
Heritage Financial Services
Massachusetts
$1.02M -$291K -5,742 -22%
BB
605
Bell Bank
North Dakota
$1.01M
PA
606
PFW Advisors
Georgia
$1.01M -$21.9K -433 -2%
MRWM
607
ML&R Wealth Management
Texas
$1.01M -$184K -3,639 -15%
ECM
608
Exchange Capital Management
Michigan
$1M +$560K +11,040 +126%
Qube Research & Technologies (QRT)
609
Qube Research & Technologies (QRT)
United Kingdom
$1M -$22.2K -438 -2%
WFM
610
Wolff Financial Management
Michigan
$999K +$2.89K +57 +0.3%
PTC
611
Private Trust Company
Ohio
$992K +$51.5K +1,017 +5%
EA
612
Evolution Advisers
Virginia
$992K -$14.9K -294 -1%
ML
613
Mayport LLC
Massachusetts
$988K
ATC
614
Argent Trust Co
Tennessee
$983K -$11.3K -222 -1%
SAI
615
Savvy Advisors Inc
New York
$983K +$984K +19,421 New
CG
616
CFO4Life Group
Texas
$982K -$112K -2,211 -10%
HI
617
Human Investing
Oregon
$973K +$84.4K +1,666 +9%
FA
618
FC Advisory
Pennsylvania
$971K +$36.5K +721 +4%
FF
619
Farrell Financial
New York
$955K +$304K +5,992 +47%
EFA
620
Evernest Financial Advisors
Indiana
$953K +$458K +9,027 +90%
AF
621
Advisornet Financial
Minnesota
$947K
FSG
622
Financial Strategies Group
Michigan
$947K +$134K +2,651 +16%
OL
623
Optas LLC
Texas
$940K +$6.89K +136 +0.7%
FA
624
Fiducient Advisors
Illinois
$939K -$18.9K -372 -2%
PPW
625
Presilium Private Wealth
Pennsylvania
$935K +$411K +8,104 +78%