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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CNB
876
Camden National Bank
Maine
$698K
TPF
877
Tribridge Partners Financial
Maryland
$698K +$61.6K +1,219 +10%
LGA
878
Lebenthal Global Advisors
New York
$696K -$14.6K -289 -2%
BAM
879
Belpointe Asset Management
Nevada
$693K -$413K -8,188 -37%
BFS
880
BridgePort Financial Solutions
Iowa
$693K -$151K -3,000 -18%
EFG
881
Embree Financial Group
Illinois
$683K +$3.94K +78 +0.6%
RRA
882
Red Reef Advisors
Florida
$681K -$202K -4,002 -23%
AL
883
ADE LLC
Maryland
$680K -$50.3K -997 -7%
PIA
884
Polaris Investment Advisors
Massachusetts
$680K -$347K -6,863 -33%
SCA
885
Snowden Capital Advisors
New York
$677K -$37.6K -744 -5%
MA
886
MCF Advisors
Kentucky
$673K -$5.25K -104 -0.8%
RBFC
887
Roman Butler Fullerton & Co
Missouri
$671K +$1.82K +36 +0.3%
RFS
888
Richardson Financial Services
Massachusetts
$671K -$320K -6,328 -32%
CWI
889
Conscious Wealth Investments
Florida
$670K +$303 +6 +0%
PAG
890
Paladin Advisory Group
Iowa
$669K +$8.28K +164 +1%
OAM
891
Occidental Asset Management
California
$668K -$30.5K -605 -4%
ANBT
892
American National Bank & Trust
Texas
$667K -$228K -4,509 -25%
KFAS
893
Keating Financial Advisory Services
Kansas
$664K +$347K +6,881 +107%
OC
894
Oppenheimer & Co
New York
$663K +$438K +8,667 +187%
JGIA
895
Jackson Grant Investment Advisers
Connecticut
$662K +$29.8K +591 +5%
BF
896
Benchmark Financial
Delaware
$656K
TWP
897
Triad Wealth Partners
Kansas
$656K +$171K +3,379 +35%
TCWM
898
Total Clarity Wealth Management
Illinois
$651K +$275K +5,440 +72%
LA
899
LexAurum Advisors
Kansas
$647K +$655K +12,973 New
BC
900
Brio Consultants
California
$646K -$20.9K -414 -3%