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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1126
Dogwood Wealth Management
Kansas
$291K
LCWP
1127
Legacy Capital Wealth Partners
Arkansas
$291K -$34.7K -687 -11%
AWP
1128
Axis Wealth Partners
Rhode Island
$291K +$47.4K +939 +19%
PCS
1129
Personal CFO Solutions
New Jersey
$287K +$291K +5,762 New
HIM
1130
Hillsdale Investment Management
Ontario, Canada
$286K
TW
1131
Towerpoint Wealth
California
$286K
CPW
1132
Catalyst Private Wealth
California
$286K +$24.7K +490 +9%
WWM
1133
Whalen Wealth Management
Nevada
$286K -$8.69K -172 -3%
CPG
1134
Cornerstone Planning Group
New Jersey
$284K +$186K +3,683 +186%
GSWM
1135
Greenup Street Wealth Management
Michigan
$283K -$439K -8,688 -60%
CCA
1136
Conservest Capital Advisors
Pennsylvania
$282K +$85.1K +1,685 +42%
RT
1137
Rockland Trust
Massachusetts
$280K -$42.1K -834 -13%
PWMG
1138
Pioneer Wealth Management Group
Texas
$280K
HBT
1139
Hills Bank & Trust
Iowa
$280K
CAM
1140
Concorde Asset Management
Michigan
$277K -$84.1K -1,665 -23%
BBWP
1141
Beacon Bridge Wealth Partners
Pennsylvania
$277K
1832 Asset Management
1142
1832 Asset Management
Ontario, Canada
$276K
PFG
1143
PAX Financial Group
Texas
$276K +$6.01K +119 +2%
FWP
1144
Falcon Wealth Planning
California
$275K +$555 +11 +0.2%
BA
1145
Bridgewater Advisors
New York
$274K +$276K +5,474 New
RIS
1146
Richmond Investment Services
Wisconsin
$274K +$277K +5,489 New
LC
1147
LCNB Corp
Ohio
$273K
BWP
1148
Baldwin Wealth Partners
Massachusetts
$273K
IF
1149
Intrua Financial
Texas
$272K +$10.1K +200 +4%
RA
1150
Ruggaard & Associates
Ohio
$271K