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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1001
TFO Wealth Partners
Ohio
$84K -$120K -2,456 -60%
LFA
1002
LGT Financial Advisors
Texas
$83K -$6.23K -127 -7%
SWA
1003
SOA Wealth Advisors
New York
$76.9K -$119K -2,435 -62%
MPWT
1004
MassMutual Private Wealth & Trust
Connecticut
$64.8K +$60.6K +1,236 +3,635%
PAG
1005
Paladin Advisory Group
Iowa
$62.6K
FMII
1006
Farmers & Merchants Investments Inc
Nebraska
$55.1K
VWM
1007
Valley Wealth Managers
New Jersey
$54.3K
AWM
1008
Atticus Wealth Management
Florida
$52.8K -$473K -9,651 -90%
VAMG
1009
Voisard Asset Management Group
Michigan
$50.1K +$48.2K +982 New
CT
1010
Colonial Trust
South Carolina
$49.9K +$2.4K +49 +5%
Fifth Third Bancorp
1011
Fifth Third Bancorp
Ohio
$49K
MBFW
1012
Morton Brown Family Wealth
Pennsylvania
$48.1K
CPG
1013
Cornerstone Planning Group
New Jersey
$48K -$17.9K -366 -28%
NFA
1014
Northwest Financial Advisors
Virginia
$47.4K +$45.6K +929 New
VWWMG
1015
Vermillion & White Wealth Management Group
Pennsylvania
$47.3K +$45.5K +927 New
EBA
1016
Eagle Bay Advisors
New York
$45.7K +$43.9K +896 New
PS
1017
Planned Solutions
California
$45.3K +$43.5K +887 New
PFBT
1018
Parkside Financial Bank & Trust
Missouri
$41.5K
RWM
1019
Raffa Wealth Management
District of Columbia
$40.5K -$14.1K -287 -27%
FFC
1020
First Financial Corp
Indiana
$39.6K
AA
1021
Ancora Advisors
Ohio
$38K -$76.5K -1,561 -68%
TCOV
1022
Trust Company of Vermont
Vermont
$36.8K +$35.3K +720 New
CAS
1023
Coppell Advisory Solutions
Texas
$35.6K -$196K -3,994 -85%
CAL
1024
Capital Analysts LLC
Pennsylvania
$33K +$18.4K +376 +139%
IRC
1025
Investors Research Corp
Georgia
$32.7K