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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
851
B. Riley Wealth Advisors
Florida
$558K -$665K -13,622 -54%
AFP
852
Ausdal Financial Partners
Iowa
$551K +$34.6K +709 +7%
BW
853
Balance Wealth
Ohio
$550K +$33K +675 +6%
HP
854
Haven Private
Florida
$549K
OAM
855
Occidental Asset Management
California
$549K +$142K +2,900 +35%
LA
856
LM Advisors
California
$547K
FMC
857
First Merchants Corp
Indiana
$544K -$1.95M -40,000 -78%
LNWWM
858
Laird Norton Wetherby Wealth Management
California
$543K +$541K +11,080 New
DL
859
DOHJ LLC
Washington
$543K +$1.22K +25 +0.2%
First Trust Advisors
860
First Trust Advisors
Illinois
$542K +$238K +4,878 +79%
FHA
861
Flagship Harbor Advisors
Massachusetts
$541K -$909K -18,611 -63%
CWI
862
Conscious Wealth Investments
Florida
$540K -$11.9K -244 -2%
MWM
863
Mission Wealth Management
California
$540K -$69.3K -1,419 -11%
Bank of Montreal
864
Bank of Montreal
Ontario, Canada
$537K +$535K +10,943 New
AWM
865
AE Wealth Management
Kansas
$536K -$10.6K -218 -2%
CCA
866
Carrera Capital Advisors
Michigan
$532K -$188K -3,850 -26%
EFA
867
Edge Financial Advisors
Illinois
$530K
ASG
868
Ariston Services Group
California
$530K +$2.74K +56 +0.5%
AWS
869
Aspen Wealth Strategies
Colorado
$528K +$25.1K +513 +5%
HIW
870
Holos Integrated Wealth
Pennsylvania
$528K
JIC
871
Joel Isaacson & Co
New York
$527K +$525K +10,756 New
CAL
872
Capital Analysts LLC
Pennsylvania
$526K +$166K +3,403 +46%
APWM
873
Argonautica Private Wealth Management
Massachusetts
$526K -$95.8K -1,961 -15%
AAS
874
Annex Advisory Services
Wisconsin
$522K -$34.1K -699 -6%
SL
875
Sentinus LLC
Illinois
$519K +$517K +10,582 New