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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
1051
L. Roy Papp & Associates
Arizona
$438K – – –
VCA
1052
Verdence Capital Advisors
Maryland
$436K +$251 +5 +0.1%
NAS
1053
NWF Advisory Services
California
$436K +$2.76K +55 +0.6%
RWB
1054
RMR Wealth Builders
New Jersey
$436K – – –
ACA
1055
AllStreet Capital Advisors
California
$433K – – –
BH
1056
Burk Holdings
Oklahoma
$425K +$197K +3,912 +87%
MBFW
1057
Morton Brown Family Wealth
Pennsylvania
$425K +$120K +2,384 +40%
FWM
1058
FFT Wealth Management
Pennsylvania
$425K – – –
GKWIM
1059
Gerber Kawasaki Wealth & Investment Management
California
$423K -$2.51K -50 -0.6%
CCFM
1060
Clear Creek Financial Management
Washington
$421K +$111K +2,212 +36%
AFG
1061
Artesa Financial Group
Texas
$418K +$100K +1,993 +32%
HWMO
1062
Heritage Wealth Management (Ohio)
Ohio
$418K +$415K +8,265 New
KFGK
1063
Keystone Financial Group (Kentucky)
Kentucky
$416K +$201 +4 +0%
RIA
1064
Realta Investment Advisors
Delaware
$414K +$74.9K +1,490 +22%
BWS
1065
BCR Wealth Strategies
Alabama
$411K – – –
BRWA
1066
B. Riley Wealth Advisors
Florida
$410K +$91.8K +1,826 +29%
SAM
1067
Sawgrass Asset Management
Florida
$409K – – –
SL
1068
Sentinus LLC
Illinois
$408K -$1.27M -25,232 -76%
LIWM
1069
Long Island Wealth Management
New York
$407K -$34.5K -686 -8%
SSA
1070
Shepherd Street Advisors
California
$406K – – –
TF
1071
Tandem Financial
Colorado
$403K – – –
VAM
1072
Virtue Asset Management
Illinois
$402K +$105K +2,080 +35%
CPW
1073
Catalyst Private Wealth
California
$399K +$109K +2,163 +38%
NWM
1074
Navigoe Wealth Management
California
$398K – – –
WMR
1075
Wealth Management Resources
Rhode Island
$395K +$393K +7,811 New