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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
626
Aspen Wealth Strategies
Colorado
$610K +$20.6K +416 +3%
CWS
627
Cypress Wealth Services
California
$602K +$76.2K +1,538 +14%
FWP
628
Falcon Wealth Planning
California
$602K
SIC
629
Sigma Investment Counselors
Michigan
$601K -$30.3K -612 -5%
PWMG
630
Provence Wealth Management Group
California
$600K +$219K +4,423 +55%
WWA
631
WCG Wealth Advisors
Nevada
$597K +$1.54K +31 +0.3%
LSIA
632
LaSalle St. Investment Advisors
Illinois
$596K +$22.8K +461 +4%
BAM
633
Belpointe Asset Management
Nevada
$593K +$163K +3,300 +37%
USCWA
634
U.S. Capital Wealth Advisors
Texas
$593K +$299K +6,045 +96%
WT
635
Washington Trust
Rhode Island
$592K
TGCMU
636
Titan Global Capital Management USA
New York
$583K +$102K +2,067 +21%
EA
637
Evolution Advisers
Virginia
$577K
KTA
638
Keeley-Teton Advisors
Illinois
$574K
CWM
639
Certus Wealth Management
California
$573K +$590K +11,919 New
MWP
640
Madison Wealth Partners
Wisconsin
$573K -$280K -5,645 -32%
PCMC
641
Private Capital Management (Colorado)
Colorado
$573K +$338K +6,815 +134%
FWA
642
Freedom Wealth Alliance
Wisconsin
$570K -$7.93K -160 -1%
HI
643
Horizon Investments
North Carolina
$563K -$9.1M -183,631 -94%
Fisher Asset Management
644
Fisher Asset Management
Washington
$563K -$88.8K -1,792 -13%
WA
645
Wealth Alliance
New York
$560K +$576K +11,635 New
CFP
646
Catalyst Financial Partners
Massachusetts
$558K
CFMC
647
Curbstone Financial Management Corp
New Hampshire
$556K
BC
648
Burney Company
Virginia
$553K +$17.6K +356 +3%
DI
649
Disciplined Investments
Oklahoma
$552K +$5.8K +117 +1%
UCFA
650
United Capital Financial Advisors
Texas
$547K -$611K -12,324 -52%