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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
776
Boyd Wealth Management
California
$1.08M -$254K -5,064 -19%
KWM
777
KRM Wealth Management
Nevada
$1.07M +$23.8K +474 +2%
PAS
778
PKS Advisory Services
New York
$1.07M +$163K +3,240 +18%
CIC
779
Cutler Investment Counsel
Oregon
$1.07M
DFP
780
Donalies Financial Planning
District of Columbia
$1.07M +$311K +6,186 +42%
ACP
781
Aviance Capital Partners
Florida
$1.06M -$221K -4,407 -17%
PFS
782
Prospera Financial Services
Texas
$1.06M -$130K -2,583 -11%
FWP
783
Firethorn Wealth Partners
Georgia
$1.06M +$90.8K +1,806 +9%
AR
784
Apeiron RIA
Texas
$1.05M -$1.01M -20,029 -49%
FFG
785
Fiduciary Financial Group
California
$1.03M +$375K +7,456 +58%
UB
786
Umpqua Bank
Oregon
$1.03M
LFA
787
Legacy Financial Advisors
Kentucky
$1.03M -$31.7K -631 -3%
CF
788
Carter Financial
California
$1.03M
LWA
789
LifeGoal Wealth Advisors
New York
$1.02M -$73.1K -1,454 -7%
BVP
790
Bristlecone Value Partners
California
$1.02M +$54.3K +1,080 +6%
WFM
791
Wolff Financial Management
Michigan
$1.02M +$4.87K +97 +0.5%
EA
792
Evergreen Advisors
Tennessee
$1.01M
CTI
793
Community Trust & Investment
Kentucky
$1.01M +$1M +19,982 New
CCA
794
Checchi Capital Advisers
California
$1M
DCM
795
Dimension Capital Management
Florida
$1M
OAM
796
Occidental Asset Management
California
$1M +$324K +6,444 +48%
AFG
797
ABLE Financial Group
Arizona
$998K -$18.8K -375 -2%
EA
798
Evolution Advisers
Virginia
$993K +$2.96K +59 +0.3%
BC
799
BDFS Capital
Delaware
$990K +$455K +9,054 +86%
THCM
800
Taylor Hoffman Capital Management
Virginia
$988K