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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
926
Shufro Rose & Co
New York
$251K
RVPG
927
Relative Value Partners Group
$251K -$70.8K -1,443 -23%
P
928
&Partners
Tennessee
$250K +$241K +4,912 New
KFGK
929
Keystone Financial Group (Kentucky)
Kentucky
$250K -$47.4K -966 -16%
CNC
930
Citizens & Northern Corp
Pennsylvania
$247K +$237K +4,831 New
FIA
931
Foundations Investment Advisors
Arizona
$244K +$235K +4,788 New
CW
932
Cooksen Wealth
Texas
$241K +$232K +4,725 New
WA
933
Wealthstream Advisors
New York
$241K +$231K +4,721 New
KCM
934
Kanawha Capital Management
Virginia
$240K -$10.2K -208 -4%
AA
935
Addison Advisors
Vermont
$240K -$97.5K -1,988 -30%
SPWG
936
Syntegra Private Wealth Group
Missouri
$239K
WAM
937
Weatherly Asset Management
California
$237K -$177K -3,600 -44%
PWLP
938
Prio Wealth Limited Partnership
Massachusetts
$237K -$101K -2,058 -31%
MWM
939
Mission Wealth Management
California
$236K +$227K +4,625 New
LSA
940
Lansing Street Advisors
Pennsylvania
$236K +$226K +4,616 New
BWP
941
Baldwin Wealth Partners
Massachusetts
$234K
GDP
942
Great Diamond Partners
Maine
$232K -$308K -6,275 -58%
ACG
943
Allen Capital Group
Nebraska
$231K -$1.48M -30,242 -87%
HIMC
944
Heritage Investors Management Corp
Maryland
$230K -$242K -4,940 -52%
AF
945
Apollon Financial
South Carolina
$230K +$221K +4,500 New
RCAG
946
Rehmann Capital Advisory Group
Michigan
$229K +$220K +4,491 New
MWM
947
Mattern Wealth Management
Kansas
$229K
WWM
948
Wiser Wealth Management
Georgia
$229K +$1.76K +36 +0.8%
HS
949
Horan Securities
United States
$228K -$48.8K -995 -18%
AWA
950
Archvest Wealth Advisors
California
$227K