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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCC
1176
Compass Capital Corp
Massachusetts
$288K +$29.5K +588 +11%
OAG
1177
Oakmont Advisory Group
New Mexico
$287K +$61.5K +1,224 +27%
SP
1178
Successful Portfolios
Florida
$287K +$70.1K +1,395 +32%
IAS
1179
IMA Advisory Services
Colorado
$286K +$88.5K +1,762 +45%
SL
1180
Summitry LLC
California
$285K +$283K +5,630 New
RT
1181
Rockland Trust
Massachusetts
$284K – – –
PWMG
1182
Pioneer Wealth Management Group
Texas
$284K – – –
HBT
1183
Hills Bank & Trust
Iowa
$284K – – –
AIA
1184
Accelerate Investment Advisors
California
$282K +$26.7K +531 +11%
1832 Asset Management
1185
1832 Asset Management
Ontario, Canada
$280K – – –
PFG
1186
PAX Financial Group
Texas
$280K +$402 +8 +0.1%
AG
1187
AmeriFlex Group
Nevada
$280K +$278K +5,530 New
SFS
1188
Sowell Financial Services
Arkansas
$279K +$49.4K +983 +22%
VP
1189
Verisail Partners
Georgia
$278K +$5.63K +112 +2%
UFA
1190
Unify Financial Advisors
Florida
$278K +$276K +5,500 New
WSFS
1191
Wilmington Savings Fund Society
Delaware
$278K +$9.2K +183 +3%
WCP
1192
Wick Capital Partners
Pennsylvania
$277K -$50.3K -1,000 -15%
LC
1193
LCNB Corp
Ohio
$277K – – –
BWP
1194
Baldwin Wealth Partners
Massachusetts
$276K – – –
IF
1195
Intrua Financial
Texas
$276K – – –
JWM
1196
JHP Wealth Management
Colorado
$275K +$274K +5,447 New
RA
1197
Ruggaard & Associates
Ohio
$275K – – –
EWM
1198
Empirical Wealth Management
Washington
$275K +$1.81K +36 +0.7%
PWS
1199
Proactive Wealth Strategies
Georgia
$275K +$273K +5,430 New
LWMI
1200
Legacy Wealth Management (Idaho)
Idaho
$274K +$223K +4,443 +453%