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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Avior Wealth Management
751
Avior Wealth Management
Nebraska
$17K – – –
CWM
752
Curi Wealth Management
North Carolina
$17K +$50 +1 +0.3%
GFPC
753
Global Financial Private Client
Florida
$14.4K – – –
Larson Financial Group
754
Larson Financial Group
Missouri
$13K +$1.6K +32 +14%
AWM
755
AllSquare Wealth Management
New York
$11K – – –
TCI Wealth Advisors
756
TCI Wealth Advisors
Arizona
$9K – – –
CI
757
Cordant Inc
Oregon
$8K +$7.97K +159 New
SSB
758
Sandy Spring Bank
Maryland
$7K – – –
AA
759
AlphaMark Advisors
Kentucky
$5K -$1.05K -21 -17%
OA
760
Operose Advisors
Wisconsin
$5K – – –
TC
761
Truvestments Capital
Florida
$5K +$5.51K +110 New
PMFA
762
Plante Moran Financial Advisors
Michigan
$4K -$61.3K -1,223 -93%
MBFW
763
Morton Brown Family Wealth
Pennsylvania
$4K – – –
PB
764
Pinnacle Bancorp
Nebraska
$2K – – –
EI
765
Ellevest Inc
New York
$1K -$249K -4,972 -100%
Tower Research Capital (TRC)
766
Tower Research Capital (TRC)
New York
$1K -$49.3K -984 -98%
CPFP
767
Clear Perspectives Financial Planning
Ohio
$1K -$12.8K -255 -91%
AW
768
Avion Wealth
Texas
$1K – – –
BBPWM
769
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
HFS
770
HBC Financial Services
Washington
$1K +$1.15K +23 New
AIC
771
Archer Investment Corporation
Indiana
$500 +$501 +10 New
Vanguard Group
772
Vanguard Group
Pennsylvania
– -$40.1M -777,760 Closed
BOH
773
Bank of Hawaii
Hawaii
– -$18.4M -356,894 Closed
CIA
774
Compass Ion Advisors
Pennsylvania
– -$15.1M -292,969 Closed
FPOC
775
Financial Planners of Cleveland
Ohio
– -$8.66M -167,953 Closed