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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
951
Accredited Wealth Management
Kentucky
$405K +$409K +8,089 New
Empirical Wealth Management
952
Empirical Wealth Management
Washington
$399K +$154K +3,047 +62%
GSWM
953
Golden State Wealth Management
California
$387K +$390K +7,724 New
IWN
954
Independent Wealth Network
Iowa
$380K +$2.12K +42 +0.6%
SWM
955
Seaside Wealth Management
California
$379K -$74.5K -1,473 -16%
PWM
956
Penobscot Wealth Management
Maine
$376K +$48.7K +964 +15%
P
957
Pitcairn
Pennsylvania
$375K +$378K +7,477 New
PWA
958
Physician Wealth Advisors
Utah
$375K +$1.62K +32 +0.4%
OBWG
959
Onyx Bridge Wealth Group
New York
$375K +$134K +2,649 +55%
AIA
960
Accelerate Investment Advisors
California
$374K +$27.8K +550 +8%
WTFG
961
Wood Tarver Financial Group
Idaho
$374K +$378K +7,478 New
RIM
962
Redwood Investment Management
Arizona
$372K +$102K +2,026 +38%
BIA
963
Bell Investment Advisors
California
$370K -$48.9K -967 -12%
MC
964
Moors & Cabot
Massachusetts
$369K – – –
CIM
965
Cambria Investment Management
California
$369K +$1.21K +24 +0.3%
VBFP
966
Valtinson Bruner Financial Planning
Minnesota
$369K – – –
HPM
967
Hoxton Planning & Management
West Virginia
$368K +$2.33K +46 +0.6%
LA
968
Lane & Associates
New Jersey
$368K -$575K -11,379 -61%
EWA
969
ERTS Wealth Advisors
Michigan
$368K -$10.1K -200 -3%
CB
970
Centennial Bank
Arkansas
$368K – – –
AG
971
Ascent Group
Virginia
$367K +$7.53K +149 +2%
WMN
972
Wealth Management Nebraska
Nebraska
$366K +$369K +7,296 New
SWM
973
Sterling Wealth Management
Illinois
$364K – – –
EFG
974
Erickson Financial Group
Pennsylvania
$364K -$3.39K -67 -0.9%
HWMO
975
Heritage Wealth Management (Ohio)
Ohio
$363K – – –