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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
1101
Financial Management Network
California
$208K +$205K +4,162 New
TCOT
1102
Trust Company of Toledo
Ohio
$208K +$143K +2,900 +232%
Focus Financial Network
1103
Focus Financial Network
Minnesota
$207K +$203K +4,131 New
SPFA
1104
Summit Place Financial Advisors
New Jersey
$207K +$203K +4,125 New
SIG
1105
Spinnaker Investment Group
California
$206K -$29.7K -605 -13%
XPN
1106
XY Planning Network
Montana
$204K – – –
Wilmington Savings Fund Society
1107
Wilmington Savings Fund Society
Delaware
$203K -$2.02M -41,082 -91%
SL
1108
SWMG LLC
Texas
$202K +$197K +4,004 New
YIA
1109
YHB Investment Advisors
Connecticut
$202K +$198K +4,036 New
CIAS
1110
Capital Investment Advisory Services
North Carolina
$201K +$197K +4,013 New
OWP
1111
ORG Wealth Partners
Texas
$200K – – –
LBC
1112
Lowe Brockenbrough & Co
Virginia
$200K +$197K +4,000 New
Level Four Advisory Services
1113
Level Four Advisory Services
Texas
$200K +$196K +3,998 New
FP
1114
Financial Perspectives
Minnesota
$196K +$12.3K +250 +7%
MCF Advisors
1115
MCF Advisors
Kentucky
$193K +$9.04K +184 +5%
FC
1116
Fairscale Capital
New Hampshire
$178K – – –
RF
1117
Robinswood Financial
Washington
$177K – – –
VCM
1118
Versant Capital Management
Arizona
$169K +$983 +20 +0.6%
AT
1119
Arlington Trust
Alabama
$168K – – –
RLIM
1120
Red Lighthouse Investment Management
New York
$164K – – –
VWWMG
1121
Vermillion & White Wealth Management Group
Pennsylvania
$161K +$4.82K +98 +3%
AW
1122
Avion Wealth
Texas
$157K +$154K +3,139 New
Whittier Trust
1123
Whittier Trust
California
$150K -$14.7K -300 -9%
IAS
1124
IMA Advisory Services
Colorado
$150K – – –
1L
1125
10Elms LLP
Oklahoma
$142K – – –