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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
776
Prospect Financial Services
New York
$745K -$180K -3,690 -20%
OL
777
Optas LLC
Texas
$744K -$739K -15,122 -50%
GSEP
778
Golden State Equity Partners
California
$742K +$48.5K +993 +7%
PAS
779
PKS Advisory Services
New York
$734K -$19.1K -391 -3%
MFG
780
Magnus Financial Group
New York
$730K +$178K +3,653 +33%
LGA
781
Lebenthal Global Advisors
New York
$728K -$23.1K -472 -3%
WTC
782
WhitTier Trust Company
Nevada
$728K -$1.33M -27,320 -65%
PRP
783
Peak Retirement Planning
Ohio
$727K +$314K +6,421 +76%
CPA
784
Compass Planning Associates
Massachusetts
$726K +$6.01K +123 +0.8%
OFS
785
OneAscent Financial Services
Alabama
$721K +$718K +14,695 New
LPAM
786
Lodestar Private Asset Management
California
$720K -$279K -5,711 -28%
TCOV
787
Trust Company of Vermont
Vermont
$717K +$26.3K +539 +4%
KW
788
Keyvantage Wealth
Pennsylvania
$715K -$253K -5,178 -26%
LCWP
789
Legacy Capital Wealth Partners
Arkansas
$707K +$9.57K +196 +1%
MWA
790
Moser Wealth Advisors
Washington
$702K +$9.57K +196 +1%
RC
791
Roundview Capital
New Jersey
$700K -$67.8K -1,388 -9%
STA
792
Summit Trail Advisors
New York
$700K +$697K +14,276 New
SAM
793
S.A. Mason
Michigan
$700K
FCA
794
FLC Capital Advisors
California
$699K +$75.1K +1,537 +12%
BlackRock
795
BlackRock
New York
$697K +$694K +14,206 New
APA
796
Astoria Portfolio Advisors
New York
$694K -$168K -3,444 -19%
SNWA
797
Siligmueller & Norvid Wealth Advisors
Illinois
$692K -$14.3K -292 -2%
AIM
798
Alhambra Investment Management
Florida
$691K
MPW
799
Magnolia Private Wealth
Pennsylvania
$690K -$565K -11,568 -45%
CFO
800
Callan Family Office
Pennsylvania
$689K