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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
976
Penobscot Wealth Management
Maine
$518K +$278K +5,502 +114%
3FI
977
3 Factor Indexing
California
$515K +$521K +10,315 New
HGA
978
Hobbs Group Advisors
South Carolina
$513K -$13.6K -270 -3%
GWM
979
Geneos Wealth Management
Colorado
$512K -$19.2K -381 -4%
SWA
980
Sightline Wealth Advisors
Connecticut
$512K +$518K +10,257 New
CAMG
981
CWA Asset Management Group
Florida
$511K -$27.9K -552 -5%
Neuberger Berman Group
982
Neuberger Berman Group
New York
$506K +$513K +10,152 New
NIWA
983
New Insight Wealth Advisors
California
$506K +$7.22K +143 +1%
CFMC
984
Curbstone Financial Management Corp
New Hampshire
$501K
BL
985
BFSG LLC
California
$499K +$36.5K +722 +8%
TWA
986
Trellis Wealth Advisors
California
$498K +$111K +2,195 +28%
APA
987
Astoria Portfolio Advisors
New York
$496K -$98.2K -1,944 -17%
C
988
Croban
Ohio
$494K -$184K -3,639 -27%
ALA
989
Atlas Legacy Advisors
California
$492K -$13.7K -272 -3%
SKK
990
Shepherd Kaplan Krochuk
Massachusetts
$490K
QFPS
991
Quantum Financial Planning Services
Washington
$487K +$9.95K +197 +2%
SWM
992
SpringVest Wealth Management
Texas
$487K
HFAS
993
Hummer Financial Advisory Services
Illinois
$479K
MC
994
Middleton & Co
Massachusetts
$479K +$25.2K +500 +5%
CFA
995
CWS Financial Advisors
Michigan
$476K +$482K +9,546 New
VFG
996
Valley Financial Group
Pennsylvania
$474K +$128K +2,537 +36%
KF
997
Krilogy Financial
Missouri
$474K +$476K +9,425 New
IWA
998
Icon Wealth Advisors
Texas
$473K -$502K -9,951 -51%
AA
999
Advisory Alpha
Michigan
$472K +$5.96K +118 +1%
TCA
1000
Transcend Capital Advisors
New Jersey
$470K -$37.1K -734 -7%