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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1001
Navigoe Wealth Management
California
$395K – – –
5NPW
1002
55 North Private Wealth
Florida
$394K +$394K +7,833 New
PP
1003
Patron Partners
Texas
$393K -$116K -2,302 -23%
WMR
1004
Wealth Management Resources
Rhode Island
$392K -$398K -7,907 -50%
TWA
1005
Trellis Wealth Advisors
California
$392K +$1.51K +30 +0.4%
EFP
1006
EnRich Financial Partners
Wisconsin
$387K +$27.6K +549 +8%
Ancora Advisors
1007
Ancora Advisors
Ohio
$385K +$54.5K +1,083 +16%
NJIM
1008
Nabity-Jensen Investment Management
Nebraska
$385K – – –
MKA
1009
M. Kulyk & Associates
Georgia
$385K +$385K +7,651 New
Zacks Investment Management
1010
Zacks Investment Management
Illinois
$383K +$150K +2,975 +64%
TCWM
1011
Total Clarity Wealth Management
Illinois
$382K +$382K +7,599 New
DWM
1012
DecisionMap Wealth Management
Virginia
$380K +$16.4K +326 +5%
EPW
1013
Endeavor Private Wealth
Kansas
$379K -$19.4K -385 -5%
IAS
1014
Integrity Advisory Solutions
Texas
$377K +$24.6K +488 +7%
LA
1015
Latitude Advisors
Florida
$377K -$12.9K -256 -3%
CCM
1016
Condor Capital Management
New Jersey
$376K +$377K +7,484 New
PWA
1017
Pitcairn Wealth Advisors
Pennsylvania
$376K +$376K +7,477 New
TNA
1018
True North Advisors
Texas
$374K +$374K +7,430 New
MWP
1019
Madison Wealth Partners
Wisconsin
$372K +$604 +12 +0.2%
WMN
1020
Wealth Management Nebraska
Nebraska
$372K – – –
AFG
1021
Artesa Financial Group
Texas
$371K +$372K +7,385 New
Pine Valley Investments
1022
Pine Valley Investments
New Jersey
$369K – – –
IF
1023
IRON Financial
Illinois
$368K +$18.5K +368 +5%
NWM
1024
Northcape Wealth Management
New York
$368K – – –
SGFG
1025
Silver Grove Financial Group
New York
$367K +$19.8K +393 +6%