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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
826
Vantage Financial Partners (Wisconsin)
Wisconsin
$409K +$2.13K +42 +0.5%
BAMG
827
Brand Asset Management Group
Missouri
$406K +$23.8K +470 +6%
LBC
828
Lowe Brockenbrough & Co
Virginia
$405K
EWA
829
ERTS Wealth Advisors
Michigan
$404K +$1.01K +20 +0.3%
NHC
830
Nicholas Hoffman & Company
Georgia
$400K +$61.8K +1,219 +18%
CAC
831
Certified Advisory Corp
Florida
$399K +$131K +2,585 +49%
LFA
832
Level Financial Advisors
New York
$397K +$13.9K +275 +4%
OPOWM
833
One Plus One Wealth Management
Florida
$394K
CA
834
Claro Advisors
Massachusetts
$393K +$394K +7,774 New
KTA
835
Keeley-Teton Advisors
Illinois
$393K -$211K -4,155 -35%
SPC
836
Sigma Planning Corp
Michigan
$389K +$390K +7,697 New
LNWWM
837
Laird Norton Wetherby Wealth Management
California
$387K -$380K -7,499 -50%
AFA
838
American Financial Advisors
Georgia
$385K +$7.55K +149 +2%
HWM
839
Horizons Wealth Management
North Carolina
$385K
SCA
840
Snowden Capital Advisors
New York
$382K +$90.4K +1,784 +31%
QPWM
841
Quadrant Private Wealth Management
Pennsylvania
$381K -$46.3K -914 -11%
SG
842
StoneX Group
New York
$381K +$22K +434 +6%
IWN
843
Independent Wealth Network
Iowa
$381K +$1.06K +21 +0.3%
MC
844
Moors & Cabot
Massachusetts
$380K
WHCI
845
W.H. Cornerstone Investments
Massachusetts
$378K +$1.93K +38 +0.5%
SWM
846
Sterling Wealth Management
Illinois
$376K
CIM
847
Cambria Investment Management
California
$374K -$5.63K -111 -1%
PFS
848
Prospect Financial Services
New York
$374K +$60.9K +1,201 +19%
VBFP
849
Valtinson Bruner Financial Planning
Minnesota
$372K
HIF
850
Hill Island Financial
Michigan
$371K +$372K +7,336 New