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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1051
Summit Asset Management
Tennessee
$258K – – –
AWP
1052
Axis Wealth Partners
Rhode Island
$255K +$257K +5,087 New
QFPS
1053
Quantum Financial Planning Services
Washington
$254K +$256K +5,063 New
Ancora Advisors
1054
Ancora Advisors
Ohio
$250K +$239K +4,734 +1,842%
BS
1055
Brighton Securities
New York
$249K +$251K +4,974 New
KFGG
1056
Keystone Financial Group (Georgia)
Georgia
$249K +$251K +4,967 New
WWM
1057
Whalen Wealth Management
Nevada
$248K +$250K +4,945 New
SWM
1058
SeaCrest Wealth Management
New York
$248K +$250K +4,943 New
NorthRock Partners
1059
NorthRock Partners
Minnesota
$247K +$21.7K +430 +10%
SFG
1060
Sovereign Financial Group
Connecticut
$247K -$13.3K -263 -5%
BAG
1061
Bridgewealth Advisory Group
California
$246K -$20.3K -401 -8%
SL
1062
SWMG LLC
Texas
$242K -$5.76K -114 -2%
GAM
1063
Grandview Asset Management
Pennsylvania
$241K +$243K +4,810 New
B
1064
Birchbrook
Maine
$237K – – –
KCM
1065
Kanawha Capital Management
Virginia
$235K -$27.4K -542 -10%
CW
1066
Cooksen Wealth
Texas
$235K +$4.3K +85 +2%
SPWG
1067
Syntegra Private Wealth Group
Missouri
$234K – – –
WAM
1068
Weatherly Asset Management
California
$233K – – –
AC
1069
Attessa Capital
Arizona
$231K +$233K +4,600 New
LNB
1070
Ledyard National Bank
$230K +$232K +4,596 New
EMC
1071
Everest Management Corp
California
$230K +$232K +4,586 New
WCFA
1072
Walkner Condon Financial Advisors
Wisconsin
$230K +$30.1K +595 +15%
WDG
1073
Wealth Dimensions Group
Ohio
$229K +$25.9K +512 +13%
LSC
1074
Logan Stone Capital
Illinois
$228K +$230K +4,550 New
WRPWM
1075
Werba Rubin Papier Wealth Management
California
$228K +$607 +12 +0.3%