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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
701
Bogart Wealth LLC
Virginia
$23K +$53 +1 +0.2%
FP
702
Financial Perspectives
Minnesota
$21.5K +$22.2K +418 New
CA
703
Centerpoint Advisors
Massachusetts
$21K
AssetMark Inc
704
AssetMark Inc
California
$21K +$19.5K +367 +1,019%
MIM
705
MTM Investment Management
South Carolina
$19K
COCM
706
Charter Oak Capital Management
New Hampshire
$18K +$53 +1 +0.3%
RWM
707
Raffa Wealth Management
District of Columbia
$17K +$3.19K +60 +22%
AWM
708
Avior Wealth Management
Nebraska
$17K +$53 +1 +0.3%
CWM
709
Curi Wealth Management
North Carolina
$17K +$18K +339 New
CA
710
Clearstead Advisors
Ohio
$16K +$319 +6 +2%
HA
711
Herold Advisors
New York
$15.5K +$16K +300 New
DC
712
DeDora Capital
California
$15K +$15.3K +288 New
GFPC
713
Global Financial Private Client
Florida
$14.8K
CPFP
714
Clear Perspectives Financial Planning
Ohio
$14K -$2.29K -43 -13%
CHA
715
Carmichael Hill & Associates
Maryland
$13K
LFG
716
Larson Financial Group
Missouri
$12K +$4.79K +90 +63%
AWM
717
AllSquare Wealth Management
New York
$12K +$12.2K +229 New
GI
718
Gradient Investments
Minnesota
$11K +$11K +206 New
TWA
719
TCI Wealth Advisors
Arizona
$9K -$65.5K -1,230 -87%
ADL
720
Asset Dedication LLC
California
$9K +$2.34K +44 +35%
SSB
721
Sandy Spring Bank
Maryland
$8K
SW
722
SVB Wealth
Massachusetts
$8K
MFT
723
Moisand Fitzgerald Tamayo
Florida
$7K -$19K -357 -72%
AA
724
AlphaMark Advisors
Kentucky
$6K +$1.12K +21 +21%
GWS
725
Glassman Wealth Services
Virginia
$5K -$75.8K -1,424 -94%