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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1051
Leverty Financial Group
Wisconsin
$260K -$18.9K -384 -7%
HWMO
1052
Heritage Wealth Management (Ohio)
Ohio
$260K
DWAM
1053
Duncan Williams Asset Management
Tennessee
$259K
TF
1054
TME Financial
California
$257K -$89.8K -1,828 -26%
PWMG
1055
Pioneer Wealth Management Group
Texas
$256K +$251K +5,105 New
MAG
1056
Mokosak Advisory Group
Iowa
$254K +$2.11K +43 +0.9%
LWM
1057
LongView Wealth Management
Georgia
$253K -$31.5K -641 -11%
1WA
1058
180 Wealth Advisors
Washington
$250K -$2.46K -50 -1%
Qube Research & Technologies (QRT)
1059
Qube Research & Technologies (QRT)
United Kingdom
$248K -$760K -15,456 -76%
LWM
1060
Lodestone Wealth Management
Washington
$248K
FF
1061
Financial Futures
New Jersey
$247K
TCG
1062
Transcendent Capital Group
Oklahoma
$246K +$242K +4,915 New
BAG
1063
Bridgewealth Advisory Group
California
$246K
SOS
1064
Silver Oak Securities
Tennessee
$244K +$20.7K +422 +9%
AWP
1065
Axis Wealth Partners
Rhode Island
$242K +$2.02K +41 +0.9%
CCMI
1066
Creative Capital Management Investments
California
$240K +$2.85K +58 +1%
LFA
1067
Level Financial Advisors
New York
$239K +$15.3K +311 +7%
KAS
1068
KPP Advisory Services
Kentucky
$239K
AAS
1069
Annex Advisory Services
Wisconsin
$235K -$293K -5,954 -56%
SA
1070
Sovran Advisors
California
$233K +$227K +4,612 New
WAM
1071
Weatherly Asset Management
California
$233K
ZIM
1072
Zacks Investment Management
Illinois
$232K +$228K +4,638 New
AA
1073
Armis Advisers
Georgia
$231K +$226K +4,597 New
LGWM
1074
Litman Gregory Wealth Management
California
$230K +$10K +204 +5%
BH
1075
Burk Holdings
Oklahoma
$230K -$160K -3,249 -41%