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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAA
826
Andrews Advisory Associates
Hawaii
$889K +$260K +5,173 +42%
CHIA
827
Copper Harbor Investment Advisors
Wisconsin
$884K +$878K +17,480 New
IIA
828
Integrity Investment Advisors
Colorado
$883K -$269K -5,346 -23%
PRP
829
Peak Retirement Planning
Ohio
$882K -$108K -2,158 -11%
MA
830
MCF Advisors
Kentucky
$881K +$198K +3,937 +29%
HW
831
HORAN Wealth
Ohio
$874K +$3.52K +70 +0.4%
CST
832
Charles Schwab Trust
Nevada
$871K
FLPIM
833
F.L. Putnam Investment Management
Massachusetts
$870K -$235K -4,677 -21%
PCM
834
Parsons Capital Management
Rhode Island
$869K +$25K +498 +3%
AF
835
Advisornet Financial
Minnesota
$868K +$20.8K +414 +2%
WB
836
WesBanco Bank
West Virginia
$865K +$210K +4,171 +32%
SGFG
837
Silver Grove Financial Group
New York
$863K +$485K +9,643 +130%
EFG
838
Ethos Financial Group
Pennsylvania
$855K
AWM
839
Apex Wealth Management
New Hampshire
$850K +$542K +10,789 +180%
SI
840
Seeds Investor
New York
$849K -$292K -5,819 -26%
FIA
841
Foundations Investment Advisors
Arizona
$849K -$120K -2,382 -12%
WHCI
842
W.H. Cornerstone Investments
Massachusetts
$845K -$5.63K -112 -0.7%
LFAS
843
Level Four Advisory Services
Texas
$835K +$243K +4,828 +41%
CIC
844
Chilton Investment Company
Connecticut
$833K
BF
845
Blankinship & Foster
California
$830K +$4.37K +87 +0.5%
IWA
846
Inspirion Wealth Advisors
Illinois
$827K
PWP
847
Ponta Wealth Partners
Florida
$824K +$77.4K +1,540 +10%
KFP
848
Keener Financial Planning
Texas
$824K +$53.1K +1,056 +7%
CPWM
849
Cypress Point Wealth Management
Texas
$823K
SEP
850
Southland Equity Partners
Missouri
$820K