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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
801
Shufro Rose & Co
New York
$251K +$258K +5,216 New
SCA
802
Snowden Capital Advisors
New York
$246K -$32K -646 -11%
FAFN
803
First Affirmative Financial Network
Colorado
$246K -$2.48K -50 -1%
RC
804
Roundview Capital
New Jersey
$246K
WCP
805
Wick Capital Partners
Pennsylvania
$245K +$253K +5,100 New
DWM
806
Dakota Wealth Management
Florida
$244K
WMA
807
Wealth Management Associates
New Jersey
$244K -$69.4K -1,400 -22%
KBC
808
Key Bridge Compliance
$244K +$251K +5,071 New
WAS
809
Wealth Advisory Solutions
Indiana
$244K +$251K +5,071 New
SP
810
Successful Portfolios
Florida
$243K +$22.8K +460 +10%
FWP
811
Firethorn Wealth Partners
Georgia
$241K +$248K +5,006 New
WCA
812
Waypoint Capital Advisors
Minnesota
$240K -$52.6K -1,062 -18%
RWM
813
RKL Wealth Management
Pennsylvania
$240K +$1.49K +30 +0.6%
Bank of Montreal
814
Bank of Montreal
Ontario, Canada
$240K -$42.7K -862 -15%
NFG
815
Northeast Financial Group
Pennsylvania
$240K -$443K -8,934 -64%
OC
816
Oppenheimer & Co
New York
$239K +$31.8K +642 +15%
NCM
817
Northland Capital Management
Minnesota
$239K
AC
818
ASB Consultores
Florida
$238K -$445K -8,987 -64%
ANBT
819
American National Bank & Trust
Texas
$238K +$229K +4,628 +1,493%
RFG
820
RFP Financial Group
Georgia
$237K +$1.73K +35 +0.7%
KCM
821
Kanawha Capital Management
Virginia
$236K +$396 +8 +0.2%
LRWA
822
Long Run Wealth Advisors
New York
$236K +$243K +4,900 New
MFG
823
MidWestOne Financial Group
Iowa
$235K
CCM
824
Coldstream Capital Management
Washington
$234K -$87.3K -1,763 -27%
CAS
825
Coppell Advisory Solutions
Texas
$232K +$100K +2,020 +76%