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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
801
Dark Forest Capital Management
Puerto Rico
$442K
LAM
802
Lakewood Asset Management
Illinois
$442K +$13.3K +271 +3%
WA
803
Wambolt & Associates
Colorado
$440K -$44.7K -912 -10%
WWM
804
Western Wealth Management
Colorado
$439K -$357K -7,284 -46%
PWA
805
Physician Wealth Advisors
Utah
$437K -$67.7K -1,381 -14%
FPCG
806
Forum Private Client Group
Indiana
$436K +$418K +8,534 New
SFG
807
StrategIQ Financial Group
Indiana
$433K -$21.6K -440 -5%
VFIC
808
Valley Forge Investment Consultants
Pennsylvania
$433K
EIP
809
Ellis Investment Partners
Pennsylvania
$432K +$28.4K +580 +7%
FNC
810
First National Corp
Massachusetts
$431K -$1.14M -23,283 -73%
QPWM
811
Quadrant Private Wealth Management
Pennsylvania
$431K +$100K +2,041 +32%
RDFA
812
Ritter Daniher Financial Advisory
Ohio
$429K +$412K +8,400 New
HAS
813
HBW Advisory Services
California
$427K +$410K +8,356 New
BIA
814
Bell Investment Advisors
California
$424K +$48K +978 +13%
C
815
CEDRUS
Colorado
$424K +$407K +8,297 New
SF
816
Synovus Financial
Georgia
$423K +$42.6K +868 +12%
HIC
817
Holderness Investments Company
North Carolina
$420K +$404K +8,233 New
SI
818
Saxon Interests
Texas
$420K +$403K +8,228 New
BJL
819
Brighton Jones LLC
Washington
$417K +$18.9K +386 +5%
SFWC
820
Strategic Family Wealth Counselors
New Jersey
$416K +$400K +8,158 New
MWA
821
Motive Wealth Advisors
Michigan
$416K -$687K -14,020 -63%
FPAS
822
Focus Partners Advisor Solutions
Missouri
$413K +$41.4K +844 +12%
VFPW
823
Vantage Financial Partners (Wisconsin)
Wisconsin
$411K +$394K +8,045 New
AFG
824
Albion Financial Group
Utah
$409K +$392K +8,003 New
LBC
825
Lowe Brockenbrough & Co
Virginia
$408K -$360K -7,350 -48%