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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AFGAS
801
Allegiance Financial Group Advisory Services
Virginia
$688K +$2.15K +44 +0.3%
WWM
802
Western Wealth Management
Colorado
$687K -$11.9K -244 -2%
SCA
803
Snowden Capital Advisors
New York
$687K +$446K +9,132 +187%
BFS
804
BridgePort Financial Solutions
Iowa
$679K +$677K +13,851 New
ZF
805
Zhang Financial
Michigan
$679K +$10.9K +224 +2%
LWL
806
Leo Wealth LLC
Texas
$678K +$112K +2,291 +20%
KWS
807
Keystone Wealth Services
California
$677K +$44.4K +908 +7%
LC
808
Landaas & Company
Wisconsin
$673K -$263K -5,381 -28%
AAS
809
Ameritas Advisory Services
Nebraska
$671K -$763K -15,615 -53%
ECM
810
Exchange Capital Management
Michigan
$670K -$210K -4,292 -24%
VC
811
Veery Capital
Delaware
$662K +$119K +2,438 +22%
HAIM
812
Hunter Associates Investment Management
Pennsylvania
$660K -$7.15M -146,290 -92%
EFG
813
Embree Financial Group
Illinois
$656K +$654K +13,381 New
4A
814
4Wealth Advisors
Illinois
$655K +$23K +470 +4%
AF
815
Advisornet Financial
Minnesota
$653K -$106K -2,175 -14%
NC
816
NewSquare Capital
Pennsylvania
$652K +$11K +226 +2%
JGIA
817
Jackson Grant Investment Advisers
Connecticut
$650K -$48.7K -997 -7%
SW
818
SlateStone Wealth
Florida
$650K +$1.86K +38 +0.3%
BWP
819
Burling Wealth Partners
Illinois
$644K +$642K +13,139 New
JWM
820
JP Wealth Management
South Carolina
$637K
ML
821
Mayport LLC
Massachusetts
$635K -$18.9K -387 -3%
CLG
822
Cooperman Leon G
$631K
HWM
823
Horizons Wealth Management
North Carolina
$621K +$30.8K +631 +5%
MIAS
824
Mason Investment Advisory Services
Virginia
$618K +$5.08K +104 +0.8%
JCM
825
Janney Capital Management
Pennsylvania
$617K -$109K -2,225 -15%