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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1001
First Trust Advisors
Illinois
$306K -$1.8K -36 -0.6%
TNA
1002
True North Advisors
Texas
$303K +$306K +6,112 New
SWA
1003
Stratos Wealth Advisors
Ohio
$301K -$3.54M -70,690 -92%
WA
1004
Wealthstream Advisors
New York
$298K
GFPC
1005
Global Financial Private Client
Florida
$296K
HP
1006
Holistic Planning
Texas
$296K +$26.7K +534 +10%
XF
1007
XML Financial
Maryland
$294K -$8.1M -161,849 -96%
DWM
1008
Dakota Wealth Management
Florida
$294K
AA
1009
Ancora Advisors
Ohio
$294K +$46.3K +926 +19%
GWP
1010
Gateway Wealth Partners
Wisconsin
$292K +$295K +5,893 New
SIG
1011
Spinnaker Investment Group
California
$290K +$1.25K +25 +0.4%
DWM
1012
Dogwood Wealth Management
Kansas
$290K
DWM
1013
DecisionMap Wealth Management
Virginia
$290K +$33K +659 +13%
PIM
1014
Progressive Investment Management
Oregon
$289K +$28.5K +569 +11%
B
1015
Birchbrook
Maine
$287K +$53.3K +1,065 +23%
FCFC
1016
First Citizens Financial Corp
Iowa
$287K +$30.6K +611 +12%
GS
1017
GWN Securities
Florida
$286K +$288K +5,765 New
LWM
1018
Lakeridge Wealth Management
Ohio
$285K
PPWP
1019
Premier Path Wealth Partners
New Jersey
$284K +$66.6K +1,332 +30%
AP
1020
Atwood & Palmer
Missouri
$282K
YWM
1021
Yardley Wealth Management
Pennsylvania
$282K -$854K -17,073 -75%
FAFN
1022
First Affirmative Financial Network
Colorado
$282K +$12.3K +245 +5%
FIC
1023
Family Investment Center
Missouri
$280K -$100 -2 -0%
PWP
1024
Pursue Wealth Partners
California
$280K +$282K +5,643 New
IF
1025
Intrua Financial
Texas
$280K -$15.1K -302 -5%