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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NHC
826
Nicholas Hoffman & Company
Georgia
$231K +$238K +4,802 New
1WA
827
180 Wealth Advisors
Washington
$228K +$545 +11 +0.2%
JSW
828
Journey Strategic Wealth
New Jersey
$226K -$1.41M -28,372 -86%
CT
829
Caldwell Trust
Florida
$226K
SPWG
830
Syntegra Private Wealth Group
Missouri
$225K
FP
831
Financial Perspectives
Minnesota
$223K
OAM
832
Occidental Asset Management
California
$221K -$27K -546 -11%
BWP
833
Baldwin Wealth Partners
Massachusetts
$220K
PFGIA
834
Patriot Financial Group Insurance Agency
Massachusetts
$219K +$226K +4,553 New
PP
835
Patten & Patten
Tennessee
$219K +$225K +4,546 New
NP
836
Nilsine Partners
Colorado
$216K +$223K +4,496 New
MWM
837
Mattern Wealth Management
Kansas
$216K -$124K -2,497 -36%
OA
838
Operose Advisors
Wisconsin
$215K +$204K +4,119 +1,170%
Wolverine Trading
839
Wolverine Trading
Illinois
$215K +$221K +4,462 New
WWM
840
Wiser Wealth Management
Georgia
$214K +$1.58K +32 +0.7%
AWA
841
Archvest Wealth Advisors
California
$214K -$7.43K -150 -3%
SW
842
SlateStone Wealth
Florida
$214K +$4.41K +89 +2%
FFM
843
Forum Financial Management
Illinois
$210K +$216K +4,359 New
GA
844
Greenspring Advisors
Maryland
$210K
TWP
845
TFO Wealth Partners
Ohio
$206K
CWAG
846
Compton Wealth Advisory Group
Virginia
$205K +$9.31K +188 +5%
YIA
847
YHB Investment Advisors
Connecticut
$203K +$5.2K +105 +3%
NFP
848
Narus Financial Partners
Utah
$202K -$4.95K -100 -2%
FCFC
849
First Citizens Financial Corp
Iowa
$202K +$208K +4,199 New
SWA
850
SOA Wealth Advisors
New York
$190K +$2.92K +59 +2%