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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VFG
926
Victory Financial Group
Texas
$608K +$37.4K +741 +6%
JBA
927
Johnson Bixby & Associates
Washington
$607K -$489K -9,678 -44%
PA
928
PFW Advisors
Georgia
$606K
LPAM
929
Lodestar Private Asset Management
California
$604K -$58.5K -1,158 -9%
SCM
930
Sheridan Capital Management
California
$601K +$177K +3,500 +41%
GIA
931
Gladstone Institutional Advisory
Florida
$598K +$251K +4,963 +71%
WAM
932
Worth Asset Management
Texas
$596K +$604K +11,954 New
AWA
933
Acorn Wealth Advisors
Michigan
$595K -$2.73K -54 -0.5%
PA
934
Procyon Advisors
Connecticut
$594K +$106K +2,103 +21%
SPWM
935
Smith Partners Wealth Management
North Carolina
$591K
PPF
936
Pacific Park Financial
California
$589K +$4.7K +93 +0.8%
IAIM
937
International Assets Investment Management
Florida
$589K +$446K +8,835 +299%
4A
938
4Wealth Advisors
Illinois
$588K
FCFC
939
First Commonwealth Financial Corp
Pennsylvania
$583K
LFAS
940
Level Four Advisory Services
Texas
$583K +$173K +3,434 +42%
NHC
941
Nicholas Hoffman & Company
Georgia
$581K +$52.8K +1,045 +10%
WWA
942
WCG Wealth Advisors
Nevada
$580K +$587K +11,622 New
JPT
943
Jordan Park Trust
New Hampshire
$579K
CCA
944
Cora Capital Advisors
New Jersey
$576K +$372K +7,374 +176%
HSBC Holdings
945
HSBC Holdings
United Kingdom
$574K
KWS
946
Keystone Wealth Services
California
$571K +$3.03K +60 +0.5%
SWP
947
ShoreHaven Wealth Partners
New Jersey
$570K -$170K -3,372 -23%
TNA
948
True North Advisors
Texas
$570K +$202K +4,000 +54%
SWA
949
Strategic Wealth Advisors
Arizona
$569K -$38.4K -760 -6%
LA
950
Lifeworks Advisors
Michigan
$569K -$65.4K -1,296 -10%