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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NC
826
NewSquare Capital
Pennsylvania
$649K -$29.5K -583 -4%
CLG
827
Cooperman Leon G
$645K
CWI
828
Conscious Wealth Investments
Florida
$641K -$164K -3,235 -20%
NFP
829
Narus Financial Partners
Utah
$639K +$40.4K +800 +7%
LSIA
830
LaSalle St. Investment Advisors
Illinois
$638K +$4.5K +89 +0.7%
RC
831
Roundview Capital
New Jersey
$635K -$141K -2,785 -18%
NL
832
Navalign LLC
California
$626K +$18.8K +372 +3%
PA
833
Procyon Advisors
Connecticut
$626K -$150K -2,970 -19%
LWL
834
Leo Wealth LLC
Texas
$625K +$6.02K +119 +1%
MIAS
835
Mason Investment Advisory Services
Virginia
$623K +$46K +910 +8%
PFG
836
Prospect Financial Group
Virginia
$623K +$628K +12,425 New
CCFM
837
Clear Creek Financial Management
Washington
$619K -$52.6K -1,040 -8%
OC
838
Oppenheimer & Co
New York
$618K +$12.5K +247 +2%
CWM
839
Certus Wealth Management
California
$617K -$348K -6,892 -36%
CAMG
840
CWA Asset Management Group
Florida
$617K +$331K +6,546 +114%
MWP
841
Madison Wealth Partners
Wisconsin
$614K -$60.3K -1,192 -9%
GWMR
842
GC Wealth Management RIA
Massachusetts
$608K -$29.7K -588 -5%
KFP
843
Keener Financial Planning
Texas
$604K +$38.4K +760 +7%
APWM
844
Argonautica Private Wealth Management
Massachusetts
$599K -$126K -2,492 -17%
MWG
845
Martin Worley Group
Utah
$591K +$596K +11,781 New
GKIM
846
GW&K Investment Management
Massachusetts
$589K
CCA
847
Clearwater Capital Advisors
Illinois
$588K +$593K +11,724 New
Jane Street
848
Jane Street
New York
$588K -$7.42M -146,833 -93%
RCM
849
Riggs Capital Management
Utah
$584K +$589K +11,649 New
FA
850
FSA Advisors
Michigan
$581K -$61.3K -1,213 -9%