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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EIA
726
Eldridge Investment Advisors
New Hampshire
$1.12M +$195K +3,863 +21%
SCA
727
Scott Capital Advisors
Oregon
$1.12M +$42.8K +848 +4%
RFP
728
Root Financial Partners
California
$1.12M +$37.5K +742 +3%
WA
729
WBH Advisory
Maryland
$1.12M -$866K -17,160 -43%
FCIM
730
Fairview Capital Investment Management
California
$1.1M -$121K -2,400 -10%
RF
731
Rossby Financial
Florida
$1.1M +$1.07M +21,132 +2,522%
BlackRock
732
BlackRock
New York
$1.09M -$76.2M -1,508,706 -99%
FLPIM
733
F.L. Putnam Investment Management
Massachusetts
$1.09M -$242K -4,792 -18%
AWA
734
Aletheian Wealth Advisors
Washington
$1.09M +$1.1M +21,809 New
TF
735
Tenon Financial
New Jersey
$1.09M
NG
736
Norden Group
Utah
$1.08M -$23K -455 -2%
LWA
737
LifeGoal Wealth Advisors
New York
$1.08M -$5K -99 -0.5%
DAS
738
Daybright Advisory Services
Florida
$1.08M +$6.21K +123 +0.6%
CW
739
CreativeOne Wealth
Kansas
$1.07M -$196K -3,878 -15%
FF
740
Farrell Financial
New York
$1.06M -$53.5K -1,060 -5%
HFO
741
Heritage Family Offices
Arizona
$1.06M +$1.07M +21,151 New
CIC
742
Cutler Investment Counsel
Oregon
$1.05M -$90.9K -1,800 -8%
LFA
743
Legacy Financial Advisors
Kentucky
$1.04M -$184K -3,637 -15%
FWP
744
Fiduciary Wealth Partners
Massachusetts
$1.04M -$2.92M -57,738 -73%
HI
745
Human Investing
Oregon
$1.04M +$45.2K +896 +5%
KWM
746
KRM Wealth Management
Nevada
$1.04M +$12.9K +255 +1%
LWL
747
Leo Wealth LLC
Texas
$1.03M -$85.6K -1,696 -8%
AIS
748
Accredited Investor Services
Minnesota
$1.02M -$5.15K -102 -0.5%
CWS
749
Cypress Wealth Services
California
$1.02M -$1.21K -24 -0.1%
BV
750
Boxwood Ventures
Illinois
$1.02M