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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
776
Trinity Financial Advisors
Ohio
– -$6.65M -129,007 Closed
BWG
777
Beta Wealth Group
California
– -$6.42M -124,545 Closed
CWR
778
Chico Wealth RIA
California
– -$5.47M -106,103 Closed
VC
779
Vicus Capital
Pennsylvania
– -$4.66M -90,332 Closed
American Century Companies
780
American Century Companies
Missouri
– -$4.23M -82,100 Closed
GAG
781
Goodman Advisory Group
Massachusetts
– -$2.97M -57,621 Closed
LB
782
Leo Brokerage
Texas
– -$2.67M -51,774 Closed
BP
783
BBR Partners
New York
– -$2.48M -48,143 Closed
MFG
784
MidWestOne Financial Group
Iowa
– -$2.33M -45,302 Closed
5L
785
55I LLC
Massachusetts
– -$1.88M -36,401 Closed
BSAM
786
Blue Square Asset Management
New York
– -$1.78M -34,467 Closed
FFM
787
Forum Financial Management
Illinois
– -$1.09M -21,226 Closed
SFO
788
Standard Family Office
South Dakota
– -$1.03M -20,000 Closed
CCM
789
Crabel Capital Management
California
– -$932K -18,078 Closed
HF
790
Halpern Financial
Virginia
– -$843K -16,344 Closed
MPW
791
Melone Private Wealth
Michigan
– -$752K -15,000 Closed
HWM
792
Howard Wealth Management
Connecticut
– -$764K -14,839 Closed
WAG
793
Winthrop Advisory Group
Massachusetts
– -$761K -14,770 Closed
AIA
794
Alera Investment Advisors
Illinois
– -$671K -13,017 Closed
CA
795
Calton & Associates
Florida
– -$572K -11,106 Closed
KF
796
Krilogy Financial
Missouri
– -$555K -10,765 Closed
IP
797
Ignite Planners
California
– -$539K -10,732 Closed
BP
798
Ballentine Partners
Massachusetts
– -$548K -10,628 Closed
STA
799
Summit Trail Advisors
New York
– -$518K -10,048 Closed
PFO
800
Pathstone Family Office
New Jersey
– -$504K -9,779 Closed