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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MGW
1076
MB Generational Wealth
Washington
$300K -$3.57K -71 -1%
IWN
1077
Independent Wealth Network
Iowa
$298K -$78.8K -1,567 -21%
WWM
1078
Whalen Wealth Management
Nevada
$297K +$6.44K +128 +2%
MWM
1079
Melfa Wealth Management
Massachusetts
$296K
WFA
1080
Wells Financial Advisors
Massachusetts
$296K
RA
1081
Rise Advisors
New York
$295K +$3.32K +66 +1%
DWM
1082
Dogwood Wealth Management
Kansas
$294K
HIM
1083
Hillsdale Investment Management
Ontario, Canada
$289K
TW
1084
Towerpoint Wealth
California
$288K +$288K +5,732 New
GSWM
1085
Golden State Wealth Management
California
$288K +$101 +2 +0%
CA
1086
Crewe Advisors
Utah
$287K +$72K +1,431 +33%
CCFM
1087
Clear Creek Financial Management
Washington
$284K -$182K -3,623 -39%
SPW
1088
Surience Private Wealth
Washington
$284K +$284K +5,646 New
CFSG
1089
Clark Financial Services Group
Missouri
$284K
KWA
1090
Kingswood Wealth Advisors
California
$284K +$59.4K +1,180 +26%
WI
1091
WrapManager Inc
California
$283K +$283K +5,621 New
PWMG
1092
Pioneer Wealth Management Group
Texas
$282K +$25.6K +509 +10%
HBT
1093
Hills Bank & Trust
Iowa
$282K
BBWP
1094
Beacon Bridge Wealth Partners
Pennsylvania
$279K -$66.3K -1,317 -19%
1832 Asset Management
1095
1832 Asset Management
Ontario, Canada
$278K
FWP
1096
Falcon Wealth Planning
California
$277K +$1.01K +20 +0.4%
SWGC
1097
Summit Wealth Group (Colorado)
Colorado
$277K -$1.42M -28,247 -84%
LC
1098
LCNB Corp
Ohio
$275K
BWP
1099
Baldwin Wealth Partners
Massachusetts
$275K +$275K +5,465 New
WT
1100
Whittier Trust
California
$274K +$123K +2,437 +81%