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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Washington Trust
701
Washington Trust
Rhode Island
$18K -$17.7M -322,997 -100%
CPFP
702
Clear Perspectives Financial Planning
Ohio
$18K -$89.6K -1,635 -84%
Clearstead Advisors
703
Clearstead Advisors
Ohio
$17K – – –
GFPC
704
Global Financial Private Client
Florida
$15.8K – – –
RWM
705
Raffa Wealth Management
District of Columbia
$14.8K +$8.88K +162 +150%
DAM
706
Delta Asset Management
Tennessee
$14K – – –
CHA
707
Carmichael Hill & Associates
Maryland
$13K – – –
ODG
708
O'Dell Group
Ohio
$12K – – –
BFC
709
Bedel Financial Consulting
Indiana
$11K – – –
Larson Financial Group
710
Larson Financial Group
Missouri
$8K -$7.34K -134 -49%
SSB
711
Sandy Spring Bank
Maryland
$8K -$1.64K -30 -17%
Citigroup
712
Citigroup
New York
$8K – – –
SW
713
SVB Wealth
Massachusetts
$8K +$8.82K +161 New
ADL
714
Asset Dedication LLC
California
$7K – – –
JFA
715
JNBA Financial Advisors
Minnesota
$6K – – –
RI
716
Rinkey Investments
California
$6K +$7.01K +128 New
AA
717
AlphaMark Advisors
Kentucky
$5K – – –
IPW
718
IronBridge Private Wealth
Texas
$5K – – –
PMFA
719
Plante Moran Financial Advisors
Michigan
$5K +$1.04K +19 +28%
OA
720
Operose Advisors
Wisconsin
$5K +$4.99K +91 New
EverSource Wealth Advisors
721
EverSource Wealth Advisors
Alabama
$4K +$4.11K +75 New
BA
722
Bellwether Advisors
Nebraska
$3K – – –
FCB
723
First Command Bank
Texas
$3K – – –
AssetMark Inc
724
AssetMark Inc
California
$2K +$1.97K +36 New
AW
725
Avion Wealth
Texas
$1K – – –