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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
751
Wingate Wealth Advisors
Massachusetts
$833K +$840K +16,624 New
FWM
752
Fairhaven Wealth Management
Illinois
$833K -$4.55K -90 -0.5%
CWC
753
Carolinas Wealth Consulting
North Carolina
$826K +$46.9K +928 +6%
RFN
754
RDA Financial Network
Iowa
$819K +$17.5K +346 +2%
SMA
755
Sage Mountain Advisors
Georgia
$813K +$132K +2,607 +19%
TC
756
Trust Company
Kansas
$812K +$808K +15,980 +7,297%
AF
757
Aldebaran Financial
$812K +$818K +16,188 New
SF
758
SageOak Financial
Oklahoma
$812K +$819K +16,191 New
WWM
759
Western Wealth Management
Colorado
$812K +$169K +3,349 +26%
SPC
760
Sigma Planning Corp
Michigan
$808K +$495K +9,798 +155%
NWAG
761
Net Worth Advisory Group
Utah
$804K +$516K +10,202 +175%
LSA
762
Lansing Street Advisors
Pennsylvania
$801K +$90.3K +1,787 +13%
CFGS
763
Concourse Financial Group Securities
Alabama
$794K -$159K -3,142 -17%
AFPL
764
Advus Financial Partners, LLC
Florida
$793K +$21K +415 +3%
EWA
765
Elevate Wealth Advisory
Georgia
$792K +$15K +297 +2%
BWMG
766
Barnes Wealth Management Group
California
$792K +$798K +15,793 New
IA
767
IFG Advisory
Georgia
$789K -$229K -4,530 -22%
AL
768
ADE LLC
Maryland
$789K
SKK
769
Shepherd Kaplan Krochuk
Massachusetts
$788K
TW
770
Towerpoint Wealth
California
$786K -$8.19K -162 -1%
QPWM
771
Quadrant Private Wealth Management
Pennsylvania
$781K +$154K +3,050 +24%
BDFN
772
Bond & Devick Financial Network
Minnesota
$779K
OPWM
773
Oregon Pacific Wealth Management
Oregon
$779K +$785K +15,530 New
AIP
774
Ameritas Investment Partners
Nebraska
$778K +$21.5K +426 +3%
RTC
775
Riverview Trust Company
Washington
$778K