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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VFIC
701
Valley Forge Investment Consultants
Pennsylvania
$1.15M -$980K -19,470 -46%
BIM
702
Breakwater Investment Management
Washington
$1.14M +$29K +577 +3%
PA
703
Perennial Advisors
New York
$1.14M -$4.78K -95 -0.4%
CG
704
CFO4Life Group
Texas
$1.13M +$45.8K +910 +4%
SFA
705
Souders Financial Advisors
Ohio
$1.13M -$40.7K -808 -3%
AWM
706
AE Wealth Management
Kansas
$1.13M +$480K +9,537 +74%
FF
707
Farrell Financial
New York
$1.13M +$149K +2,968 +15%
HP
708
Hilltop Partners
Indiana
$1.12M -$292K -5,801 -21%
FWA
709
FSM Wealth Advisors
Ohio
$1.12M +$42.5K +844 +4%
LWL
710
Leo Wealth LLC
Texas
$1.12M +$478K +9,502 +74%
AWA
711
Arkadios Wealth Advisors
Georgia
$1.12M -$105K -2,090 -9%
NG
712
Norden Group
Utah
$1.11M +$58K +1,153 +5%
JSW
713
Journey Strategic Wealth
New Jersey
$1.11M +$20K +397 +2%
ETC
714
Exchange Traded Concepts
Oklahoma
$1.11M +$401K +7,979 +56%
OPAM
715
Ocean Park Asset Management
California
$1.11M +$401K +7,979 +56%
CF
716
Cyr Financial
Illinois
$1.11M +$108K +2,152 +11%
BAM
717
Belpointe Asset Management
Nevada
$1.11M -$117K -2,322 -10%
JBA
718
Johnson Bixby & Associates
Washington
$1.1M -$262K -5,202 -19%
LWA
719
LifeGoal Wealth Advisors
New York
$1.1M +$653K +12,986 +147%
TF
720
Tenon Financial
New Jersey
$1.09M +$5.89K +117 +0.5%
PFS
721
Prospera Financial Services
Texas
$1.09M -$1.71K -34 -0.2%
RFP
722
Root Financial Partners
California
$1.09M -$328K -6,525 -23%
SCA
723
Scott Capital Advisors
Oregon
$1.08M +$117K +2,330 +12%
DAS
724
Daybright Advisory Services
Florida
$1.08M +$1.08M +21,459 New
BFG
725
Bouchey Financial Group
New York
$1.07M -$368K -7,307 -26%