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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WFM
701
Wolff Financial Management
Michigan
$984K -$15K -297 -1%
MFG
702
Magnus Financial Group
New York
$982K +$385K +7,614 +64%
SWP
703
ShoreHaven Wealth Partners
New Jersey
$980K +$47.6K +941 +5%
FIA
704
Foundations Investment Advisors
Arizona
$972K +$475K +9,400 +94%
FF
705
Farrell Financial
New York
$969K +$5K +99 +0.5%
MFG
706
MidWestOne Financial Group
Iowa
$968K +$758K +15,000 +348%
WIA
707
Wetzel Investment Advisors
Indiana
$967K -$19.4K -384 -2%
EA
708
Eclectic Associates
California
$962K +$49.1K +972 +5%
LPAM
709
Lodestar Private Asset Management
California
$961K +$21.3K +422 +2%
LFG
710
Lockerman Financial Group
California
$960K +$14.1K +278 +1%
MGIA
711
Moneta Group Investment Advisors
Missouri
$955K -$45.4K -899 -5%
RFS
712
Richardson Financial Services
Massachusetts
$948K -$1.32M -26,034 -58%
HCP
713
Hexagon Capital Partners
Arkansas
$947K +$21.6K +427 +2%
SWA
714
Sax Wealth Advisors
New Jersey
$947K +$8.64K +171 +0.9%
WFA
715
Wells Financial Advisors
Massachusetts
$946K +$651K +12,880 +215%
CIC
716
Cutler Investment Counsel
Oregon
$946K +$692K +13,689 +264%
FAIM
717
Financial Advocates Investment Management
Washington
$946K +$148K +2,937 +18%
UAG
718
United Advisor Group
Ohio
$943K +$287K +5,679 +43%
EFA
719
Evernest Financial Advisors
Indiana
$940K +$32.1K +635 +4%
PI
720
PFG Investments
New York
$938K +$13.8K +273 +1%
BPAMU
721
BTG Pactual Asset Management US
New York
$931K +$216K +4,278 +30%
WSFS
722
Wilmington Savings Fund Society
Delaware
$930K -$809 -16 -0.1%
STFP
723
Signal Tree Financial Partners
Ohio
$927K +$935K +18,494 New
C
724
Croban
Ohio
$927K +$935K +18,493 New
FRA
725
Frank Rimerman Advisors
California
$924K