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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1101
AlphaStar Capital Management
North Carolina
$204K +$204K +4,170 New
XPN
1102
XY Planning Network
Montana
$204K -$5.52K -113 -3%
SCM
1103
Sollinda Capital Management
Florida
$204K +$203K +4,156 New
OWP
1104
ORG Wealth Partners
Texas
$196K
AA
1105
Addison Advisors
Vermont
$185K +$34.7K +710 +23%
MA
1106
MCF Advisors
Kentucky
$180K -$1.09M -22,370 -86%
FP
1107
Financial Perspectives
Minnesota
$179K
BIA
1108
Bell Investment Advisors
California
$179K -$30.6K -627 -15%
Russell Investments Group
1109
Russell Investments Group
United Kingdom
$175K +$146K +2,990 +510%
RF
1110
Robinswood Financial
Washington
$174K
FC
1111
Fairscale Capital
New Hampshire
$173K -$100K -2,052 -37%
LFA
1112
LGT Financial Advisors
Texas
$166K +$4.01K +82 +2%
AT
1113
Arlington Trust
Alabama
$164K
VCM
1114
Versant Capital Management
Arizona
$164K +$928 +19 +0.6%
WT
1115
Whittier Trust
California
$162K
RLIM
1116
Red Lighthouse Investment Management
New York
$161K +$151K +3,088 +1,576%
OC
1117
Oakworth Capital
Alabama
$159K -$528K -10,812 -77%
VWWMG
1118
Vermillion & White Wealth Management Group
Pennsylvania
$153K
AUB
1119
Atlantic Union Bankshares
Virginia
$151K +$151K +3,083 New
IAS
1120
IMA Advisory Services
Colorado
$147K
1L
1121
10Elms LLP
Oklahoma
$139K
FNWA
1122
Financial Network Wealth Advisors
Utah
$138K
MBFW
1123
Morton Brown Family Wealth
Pennsylvania
$133K +$133K +2,716 New
MA
1124
Montag & Associates
Georgia
$132K
JFGIW
1125
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K +$19.7K +403 +18%