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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VP
1101
Verum Partners
North Carolina
$205K -$243K -4,977 -54%
ACM
1102
AlphaStar Capital Management
North Carolina
$204K +$204K +4,170 New
XPN
1103
XY Planning Network
Montana
$204K -$5.52K -113 -3%
SCM
1104
Sollinda Capital Management
Florida
$204K +$203K +4,156 New
OWP
1105
ORG Wealth Partners
Texas
$196K – – –
AA
1106
Addison Advisors
Vermont
$185K +$34.7K +710 +23%
MCF Advisors
1107
MCF Advisors
Kentucky
$180K -$1.09M -22,370 -86%
FP
1108
Financial Perspectives
Minnesota
$179K – – –
BIA
1109
Bell Investment Advisors
California
$179K -$30.6K -627 -15%
Russell Investments Group
1110
Russell Investments Group
United Kingdom
$175K +$146K +2,990 +510%
RF
1111
Robinswood Financial
Washington
$174K – – –
FC
1112
Fairscale Capital
New Hampshire
$173K -$100K -2,052 -37%
LFA
1113
LGT Financial Advisors
Texas
$166K +$4.01K +82 +2%
AT
1114
Arlington Trust
Alabama
$164K – – –
VCM
1115
Versant Capital Management
Arizona
$164K +$928 +19 +0.6%
Whittier Trust
1116
Whittier Trust
California
$162K – – –
RLIM
1117
Red Lighthouse Investment Management
New York
$161K +$151K +3,088 +1,576%
OC
1118
Oakworth Capital
Alabama
$159K -$528K -10,812 -77%
VWWMG
1119
Vermillion & White Wealth Management Group
Pennsylvania
$153K – – –
Atlantic Union Bankshares
1120
Atlantic Union Bankshares
Virginia
$151K +$151K +3,083 New
IAS
1121
IMA Advisory Services
Colorado
$147K – – –
1L
1122
10Elms LLP
Oklahoma
$139K – – –
FNWA
1123
Financial Network Wealth Advisors
Utah
$138K – – –
MBFW
1124
Morton Brown Family Wealth
Pennsylvania
$133K +$133K +2,716 New
Montag & Associates
1125
Montag & Associates
Georgia
$132K – – –