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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
701
Wealth Alliance Advisory Group
Kansas
$320K +$316K +6,464 New
TWM
702
Thrive Wealth Management
Pennsylvania
$316K +$312K +6,385 New
EIP
703
Ellis Investment Partners
Pennsylvania
$316K +$248K +5,073 +388%
CA
704
Calton & Associates
Florida
$315K +$311K +6,362 New
MA
705
Montag & Associates
Georgia
$313K +$6.7K +137 +2%
YIA
706
YHB Investment Advisors
Connecticut
$312K -$272K -5,555 -47%
BAM
707
Baldrige Asset Management
Pennsylvania
$312K -$557K -11,398 -64%
MWP
708
Meredith Wealth Planning
Illinois
$311K +$307K +6,276 New
PA
709
Procyon Advisors
Connecticut
$310K -$1.7M -34,749 -85%
CFO
710
Collective Family Office
Pennsylvania
$309K -$8.02K -164 -3%
CT
711
Colonial Trust
South Carolina
$308K +$15.2K +311 +5%
Comerica Bank
712
Comerica Bank
Texas
$306K +$27.1K +554 +10%
SF
713
Synovus Financial
Georgia
$301K -$49.9K -1,021 -14%
USCWA
714
U.S. Capital Wealth Advisors
Texas
$301K -$73.3K -1,500 -20%
DI
715
Disciplined Investments
Oklahoma
$300K -$744K -15,212 -72%
SMC
716
Smith, Moore & Co
Missouri
$300K
FPCG
717
Forum Private Client Group
Indiana
$299K +$55.2K +1,130 +23%
CFG
718
Citizens Financial Group
Rhode Island
$298K -$479K -9,804 -62%
SB
719
Simmons Bank
Arkansas
$296K +$293K +5,990 New
WHCI
720
W.H. Cornerstone Investments
Massachusetts
$295K -$614K -12,567 -68%
VBFP
721
Valtinson Bruner Financial Planning
Minnesota
$294K +$283K +5,790 New
BBWP
722
Beacon Bridge Wealth Partners
Pennsylvania
$293K +$289K +5,920 New
CAM
723
Cresset Asset Management
Illinois
$292K -$348K -7,108 -55%
CWM
724
Curi Wealth Management
North Carolina
$291K -$57.4K -1,175 -17%
WCA
725
Waypoint Capital Advisors
Minnesota
$290K -$34.5K -705 -11%