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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1001
Bright Financial Advisors
Michigan
$313K
NAS
1002
NWF Advisory Services
California
$313K -$51.4K -1,045 -14%
MKW
1003
Mullaney, Keating & Wright
Connecticut
$310K +$2.56K +52 +0.8%
MAG
1004
Mayfair Advisory Group
Alabama
$310K
VP
1005
Verisail Partners
Georgia
$308K -$904K -18,400 -75%
TAM
1006
Titleist Asset Management
Texas
$307K -$4.67K -95 -2%
KP
1007
Keel Point
Alabama
$303K -$89.7K -1,825 -23%
MGW
1008
MB Generational Wealth
Washington
$302K +$296K +6,029 New
HKIM
1009
Hayek Kallen Investment Management
Alabama
$301K
WCP
1010
Wick Capital Partners
Pennsylvania
$300K -$1.15M -23,304 -80%
TWM
1011
Trinity Wealth Management
Pennsylvania
$299K -$268K -5,462 -48%
GFPC
1012
Global Financial Private Client
Florida
$299K
BIA
1013
Bell Investment Advisors
California
$297K +$113K +2,289 +63%
KF
1014
Krilogy Financial
Missouri
$295K +$288K +5,868 New
MWM
1015
Melfa Wealth Management
Massachusetts
$295K +$289K +5,889 New
WFA
1016
Wells Financial Advisors
Massachusetts
$294K -$639K -13,000 -69%
WDG
1017
Wealth Dimensions Group
Ohio
$294K -$16.6K -337 -5%
DWM
1018
Dogwood Wealth Management
Kansas
$292K
TC
1019
Trilogy Capital
California
$292K +$49.1K +1,000 +21%
PIM
1020
Progressive Investment Management
Oregon
$291K
RIM
1021
Redwood Investment Management
Arizona
$291K +$1.97K +40 +0.7%
RA
1022
Rise Advisors
New York
$291K +$238K +4,837 +498%
B
1023
Birchbrook
Maine
$290K
WWM
1024
Whalen Wealth Management
Nevada
$289K +$12.1K +246 +4%
LCWP
1025
Legacy Capital Wealth Partners
Arkansas
$289K -$426K -8,658 -60%