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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
751
TriaGen Wealth Management
California
$1.17M – – –
TF
752
Tenon Financial
New Jersey
$1.17M +$66.4K +1,322 +6%
RF
753
Rossby Financial
Florida
$1.16M +$52.7K +1,049 +5%
RFP
754
Root Financial Partners
California
$1.16M +$27.2K +542 +2%
BCG
755
Breakwater Capital Group
New Jersey
$1.15M -$31.8K -632 -3%
CFG
756
Carter Financial Group
Illinois
$1.15M +$125K +2,483 +12%
PPC
757
Park Place Capital
Alabama
$1.15M +$9.55K +190 +0.8%
CG
758
CFO4Life Group
Texas
$1.15M +$3.97K +79 +0.4%
DADC
759
D.A. Davidson & Co
Montana
$1.15M +$313K +6,232 +38%
PA
760
Perennial Advisors
New York
$1.14M -$20.1K -401 -2%
WWM
761
Western Wealth Management
Colorado
$1.14M +$174K +3,457 +18%
NWM
762
Navigate Wealth Management
Alabama
$1.14M +$147K +2,930 +15%
XF
763
XML Financial
Maryland
$1.13M +$560K +11,138 +99%
LPP
764
Life Planning Partners
Florida
$1.13M -$84.3K -1,677 -7%
WP
765
WealthShield Partners
North Carolina
$1.12M -$137K -2,723 -11%
TWP
766
Triad Wealth Partners
Kansas
$1.12M +$473K +9,420 +72%
FCIM
767
Fairview Capital Investment Management
California
$1.12M – – –
AWM
768
AE Wealth Management
Kansas
$1.11M +$225K +4,471 +26%
AWA
769
Aletheian Wealth Advisors
Washington
$1.1M – – –
NG
770
Norden Group
Utah
$1.1M -$955 -19 -0.1%
BlackRock
771
BlackRock
New York
$1.1M -$12.7K -252 -1%
FF
772
Farrell Financial
New York
$1.09M +$8.14K +162 +0.8%
CP
773
Canopy Partners
Ohio
$1.09M -$99.7K -1,985 -8%
AIS
774
Accredited Investor Services
Minnesota
$1.08M +$45.4K +903 +4%
DAS
775
Daybright Advisory Services
Florida
$1.08M +$12.2K +243 +1%