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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
951
International Assets Investment Management
Florida
$604K +$8.79K +175 +1%
RPGK
952
Retirement Planning Group (Kansas)
Kansas
$604K -$290K -5,770 -33%
SWGC
953
Summit Wealth Group (Colorado)
Colorado
$602K +$205K +4,088 +52%
WFS
954
WealthGarden F.S.
California
$599K -$110K -2,186 -16%
4A
955
4Wealth Advisors
Illinois
$598K -$503 -10 -0.1%
SIM
956
Synergy Investment Management
Florida
$596K +$434K +8,643 +262%
SWP
957
ShoreHaven Wealth Partners
New Jersey
$596K +$17.7K +353 +3%
FMC
958
First Merchants Corp
Indiana
$594K -$239K -4,750 -29%
NHC
959
Nicholas Hoffman & Company
Georgia
$593K +$4.07K +81 +0.7%
GWM
960
Geneos Wealth Management
Colorado
$593K +$73.4K +1,460 +14%
CCA
961
Carrera Capital Advisors
Michigan
$593K +$23.4K +465 +4%
APA
962
Astoria Portfolio Advisors
New York
$592K +$94.7K +1,884 +19%
NG
963
Northstar Group
New York
$591K -$25.1K -500 -4%
FCFC
964
First Commonwealth Financial Corp
Pennsylvania
$591K – – –
JPT
965
Jordan Park Trust
New Hampshire
$587K – – –
WPWM
966
Windward Private Wealth Management
Kansas
$586K -$29.7K -591 -5%
FWA
967
FSM Wealth Advisors
Ohio
$584K -$191K -3,800 -25%
KWS
968
Keystone Wealth Services
California
$583K +$4.42K +88 +0.8%
HNB
969
Huntington National Bank
Ohio
$582K – – –
HSBC Holdings
970
HSBC Holdings
United Kingdom
$582K – – –
FA
971
FSA Advisors
Michigan
$579K +$577K +11,473 New
BL
972
BFSG LLC
California
$577K +$70.5K +1,403 +14%
VFG
973
Valley Financial Group
Pennsylvania
$574K +$93K +1,850 +19%
BW
974
Balance Wealth
Ohio
$572K -$245K -4,880 -30%
SIC
975
Sigma Investment Counselors
Michigan
$569K – – –