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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
701
Martel Wealth Advisors
Washington
$358K -$351K -6,997 -50%
PMG
702
ProVise Management Group
Florida
$355K -$12.8K -254 -3%
TGCMU
703
Titan Global Capital Management USA
New York
$352K +$349K +6,948 New
BWM
704
Baron Wealth Management
Michigan
$348K +$1.56K +31 +0.5%
HWM
705
Horizons Wealth Management
North Carolina
$345K
AA
706
AlphaQ Advisors
Florida
$344K +$75.5K +1,505 +28%
IPW
707
Intergy Private Wealth
Colorado
$339K +$336K +6,693 New
AFP
708
Ausdal Financial Partners
Iowa
$337K -$2.66K -53 -0.8%
AC
709
Avestar Capital
New York
$332K +$2.31K +46 +0.7%
AG
710
Ascent Group
Virginia
$331K -$5.52K -110 -2%
WMA
711
Wealth Management Associates
New Jersey
$328K
DC
712
Destiny Capital
Colorado
$323K
FPCG
713
Forum Private Client Group
Indiana
$322K +$16K +319 +5%
SCA
714
Stonebridge Capital Advisors
Minnesota
$322K +$319K +6,350 New
MCCA
715
Mill Creek Capital Advisors
Pennsylvania
$321K -$101K -2,019 -24%
USCWA
716
U.S. Capital Wealth Advisors
Texas
$318K +$9.84K +196 +3%
CT
717
Colonial Trust
South Carolina
$315K
IWN
718
Independent Wealth Network
Iowa
$315K +$101K +2,010 +48%
FCM
719
Fortis Capital Management
Washington
$314K +$311K +6,200 New
VF
720
Vawter Financial
Ohio
$313K -$186K -3,700 -37%
HI
721
Hudock Inc
Pennsylvania
$311K -$288K -5,740 -48%
WA
722
WBH Advisory
Maryland
$310K +$307K +6,119 New
MWM
723
Meridian Wealth Management
Kentucky
$309K +$20.2K +402 +7%
SG
724
StoneX Group
New York
$308K -$118K -2,347 -28%
SMC
725
Smith, Moore & Co
Missouri
$307K