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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1126
Provenance Wealth Advisors
Florida
$325K +$125K +2,490 +63%
HKIM
1127
Hayek Kallen Investment Management
Alabama
$324K +$20.1K +400 +7%
AWM
1128
Accurate Wealth Management
Florida
$324K +$59K +1,175 +22%
LCWP
1129
Legacy Capital Wealth Partners
Arkansas
$324K +$28.2K +562 +10%
SRC
1130
Sage Rhino Capital
California
$323K -$1.8M -35,863 -85%
CC
1131
Cultivar Capital
Texas
$322K – – –
SWM
1132
Sterling Wealth Management
Illinois
$322K +$2.31K +46 +0.7%
BFA
1133
Bill Few Associates
Pennsylvania
$320K – – –
BAM
1134
Belpointe Asset Management
Nevada
$319K -$381K -7,582 -55%
AA
1135
Ancora Advisors
Ohio
$317K – – –
BFA
1136
Bright Financial Advisors
Michigan
$316K – – –
First Trust Advisors
1137
First Trust Advisors
Illinois
$316K -$3.67K -73 -1%
BCI
1138
Brinker Capital Investments
Pennsylvania
$314K -$677K -13,463 -68%
BWA
1139
BlueChip Wealth Advisors
Georgia
$314K +$312K +6,200 New
GWM
1140
GDS Wealth Management
Texas
$313K -$23.4K -466 -7%
SWP
1141
Summit Wealth Partners
Florida
$313K +$49.6K +987 +19%
FGWP
1142
Founders Grove Wealth Partners
Virginia
$313K -$3.32K -66 -1%
NWAG
1143
Net Worth Advisory Group
Utah
$312K -$440K -8,751 -59%
SWA
1144
Shah Wealth Advisors
California
$311K +$309K +6,151 New
FWP
1145
Falcon Wealth Planning
California
$310K +$30.9K +614 +11%
MC
1146
Moors & Cabot
Massachusetts
$309K -$86.9K -1,729 -22%
AFA
1147
American Financial Advisors
Georgia
$305K +$804 +16 +0.3%
WMA
1148
Wealth Management Associates
New Jersey
$305K -$11.3K -225 -4%
DWM
1149
DecisionMap Wealth Management
Virginia
$304K -$34.5K -687 -10%
MGW
1150
MB Generational Wealth
Washington
$304K +$2.51K +50 +0.8%