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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
626
Kingsview Wealth Management
Oregon
$226K +$160 +3 +0.1%
C
627
CEDRUS
Colorado
$225K +$233K +4,369 New
JPLA
628
Joseph P. Lucia & Associates
New York
$225K -$24K -450 -9%
SLA
629
Silver Lake Advisory
Utah
$225K +$639 +12 +0.3%
BFEC
630
Benjamin F. Edwards & Company
Missouri
$225K +$105K +1,971 +82%
KFGK
631
Keystone Financial Group (Kentucky)
Kentucky
$220K -$2.5K -47 -1%
BRWM
632
B. Riley Wealth Management
Tennessee
$220K +$160 +3 +0.1%
BFA
633
Beaumont Financial Advisors
Massachusetts
$220K +$227K +4,274 New
TB
634
Treynor Bancshares
Iowa
$215K
LFA
635
Level Financial Advisors
New York
$212K +$218K +4,103 New
IWM
636
IHT Wealth Management
Illinois
$211K -$413K -7,753 -65%
MWM
637
Meridian Wealth Management
Kentucky
$211K
IGWM
638
ICA Group Wealth Management
Colorado
$211K +$221K +4,148 New
WAM
639
WNY Asset Management
New York
$208K
WAM
640
Walker Asset Management
Missouri
$206K
AA
641
Apriem Advisors
California
$206K +$213K +4,000 New
DI
642
Diligent Investors
California
$202K +$106 +2 +0.1%
JFGIW
643
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$195K
NL
644
NVWM LLC
Pennsylvania
$186K +$35.2K +662 +22%
MCC
645
Money Concepts Capital
Florida
$178K +$183K +3,446 New
AP
646
Arlington Partners
Alabama
$173K
SC
647
SouthState Corp
Florida
$168K +$111K +2,084 +177%
SMG
648
Spectrum Management Group
Indiana
$164K
EPM
649
Elm Partners Management
Pennsylvania
$139K +$144K +2,703 New
SIC
650
Salem Investment Counselors
North Carolina
$123K -$8.62K -162 -6%