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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
651
Fiera Capital (Canada)
Quebec, Canada
$477K
PWA
652
Physician Wealth Advisors
Utah
$475K +$4.52K +90 +1%
CAMG
653
CWA Asset Management Group
Florida
$475K -$50.3K -1,001 -10%
HIMC
654
Heritage Investors Management Corp
Maryland
$474K +$7.03K +140 +2%
OWA
655
Opal Wealth Advisors
New York
$472K -$2.11K -42 -0.4%
BBW
656
Blue Barn Wealth
Utah
$471K
SPC
657
Sigma Planning Corp
Michigan
$469K -$52.4K -1,042 -10%
PCWA
658
Pacific Capital Wealth Advisors
California
$464K -$1.02M -20,388 -69%
EFG
659
Erickson Financial Group
Pennsylvania
$464K
PWLP
660
Prio Wealth Limited Partnership
Massachusetts
$454K
BAM
661
Belpointe Asset Management
Nevada
$453K -$520K -10,357 -53%
AIM
662
Alhambra Investment Management
Florida
$452K -$102K -2,028 -18%
CIA
663
Compass Ion Advisors
Pennsylvania
$451K +$451K +8,974 New
SI
664
Saxon Interests
Texas
$451K -$2.86K -57 -0.6%
WAAG
665
Wealth Alliance Advisory Group
Kansas
$448K
CL
666
Cabana LLC
Arkansas
$437K +$437K +8,694 New
BTWM
667
Baker Tilly Wealth Management
Wisconsin
$435K +$58.4K +1,162 +15%
MCM
668
Mattern Capital Management
Colorado
$435K -$11K -218 -2%
MWM
669
Mascoma Wealth Management
New Hampshire
$432K -$54.1K -1,077 -11%
KP
670
Keel Point
Alabama
$431K +$431K +8,579 New
AWM
671
Aspire Wealth Management
Massachusetts
$429K
VFIC
672
Valley Forge Investment Consultants
Pennsylvania
$426K
CBFP
673
Cedar Brook Financial Partners
Ohio
$422K -$15.7K -313 -4%
ECM
674
Exchange Capital Management
Michigan
$420K +$179K +3,560 +74%
APIM
675
Agate Pass Investment Management
Washington
$419K -$39.9K -794 -9%