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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
776
American National Bank & Trust
Texas
$899K -$505K -10,035 -36%
EWA
777
Elevate Wealth Advisory
Georgia
$898K
CA
778
Clune & Associates
Illinois
$897K -$6.84K -136 -0.8%
EWM
779
EPG Wealth Management
Georgia
$897K -$71.6K -1,422 -7%
DWA
780
Davis Wealth Advisors
New Hampshire
$895K +$896K +17,798 New
ATC
781
Argent Trust Co
Tennessee
$894K -$24.8K -493 -3%
HI
782
Hudock Inc
Pennsylvania
$893K -$102K -2,036 -10%
RRA
783
Red Reef Advisors
Florida
$888K +$888K +17,649 New
BWP
784
Burling Wealth Partners
Illinois
$884K +$233K +4,635 +36%
SWM
785
Schwallier Wealth Management
Michigan
$873K +$40.2K +798 +5%
AFP
786
Ausdal Financial Partners
Iowa
$871K -$586K -11,637 -40%
EA
787
Evolution Advisers
Virginia
$869K +$76.3K +1,516 +10%
CST
788
Charles Schwab Trust
Nevada
$866K
FMC
789
First Merchants Corp
Indiana
$860K
BFS
790
BridgePort Financial Solutions
Iowa
$849K -$134K -2,660 -14%
SWA
791
Sax Wealth Advisors
New Jersey
$848K +$518K +10,293 +157%
WHCI
792
W.H. Cornerstone Investments
Massachusetts
$843K +$4.13K +82 +0.5%
PCM
793
Parsons Capital Management
Rhode Island
$833K +$834K +16,571 New
CGPCS
794
Capital Group Private Client Services
California
$826K +$6.74K +134 +0.8%
IWA
795
Inspirion Wealth Advisors
Illinois
$824K +$824K +16,384 New
HWM
796
Horizons Wealth Management
North Carolina
$823K +$143K +2,837 +21%
FHC
797
First Heartland Consultants
Missouri
$822K +$11.1K +221 +1%
CPWM
798
Cypress Point Wealth Management
Texas
$818K
SEP
799
Southland Equity Partners
Missouri
$815K -$30.2K -600 -4%
WG
800
Watchman Group
Texas
$813K -$1.26M -25,018 -61%