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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
901
Hummer Financial Advisory Services
Illinois
$471K
SF
902
Synovus Financial
Georgia
$467K -$31.1K -636 -6%
NHC
903
Nicholas Hoffman & Company
Georgia
$463K +$4.59K +94 +1%
PFG
904
Prospect Financial Group
Virginia
$462K -$111K -2,272 -19%
HWA
905
HCR Wealth Advisors
California
$458K
MWP
906
Madison Wealth Partners
Wisconsin
$455K -$97.2K -1,989 -18%
ACI
907
Alpha Cubed Investments
California
$455K +$108K +2,209 +31%
SIM
908
Studio Investment Management
Illinois
$455K -$317K -6,490 -41%
HW
909
Hamilton Wealth
California
$454K +$452K +9,255 New
QFPS
910
Quantum Financial Planning Services
Washington
$451K +$202K +4,134 +82%
ALA
911
Atlas Legacy Advisors
California
$447K +$72.8K +1,490 +20%
ACG
912
Allen Capital Group
Nebraska
$447K +$138K +2,828 +45%
TPF
913
Tribridge Partners Financial
Maryland
$444K +$443K +9,061 New
WCFA
914
Walkner Condon Financial Advisors
Wisconsin
$443K +$109K +2,235 +33%
SEIA
915
Signature Estate & Investment Advisors
California
$443K +$49 +1 +0%
RWB
916
RMR Wealth Builders
New Jersey
$442K
KFGK
917
Keystone Financial Group (Kentucky)
Kentucky
$441K +$147 +3 +0%
MBTD
918
Mechanics Bank - Trust Department
California
$441K +$440K +9,000 New
FHC
919
First Heartland Consultants
Missouri
$439K -$635 -13 -0.1%
LIA
920
Lynx Investment Advisory
District of Columbia
$438K -$39.7K -813 -8%
APIM
921
Agate Pass Investment Management
Washington
$432K -$22.5K -461 -5%
PA
922
Pineridge Advisors
Missouri
$428K -$25.6K -525 -6%
AIP
923
Ameritas Investment Partners
Nebraska
$426K -$175K -3,586 -29%
GWMIA
924
Global Wealth Management Investment Advisory
Florida
$425K +$11K +226 +3%
SWA
925
Sax Wealth Advisors
New Jersey
$423K -$531K -10,873 -56%