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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
1L
1201
10Elms LLP
Oklahoma
$142K – – –
BOK Financial
1202
BOK Financial
Oklahoma
$142K +$142K +2,823 New
FNWA
1203
Financial Network Wealth Advisors
Utah
$142K – – –
Central Trust Company
1204
Central Trust Company
Missouri
$141K +$26.6K +528 +23%
MBFW
1205
Morton Brown Family Wealth
Pennsylvania
$139K +$1.61K +32 +1%
MEG
1206
Millstone Evans Group
Colorado
$136K +$79.1K +1,572 +138%
Bank of Montreal
1207
Bank of Montreal
Ontario, Canada
$136K +$136K +2,707 New
SIS
1208
Strategic Investment Solutions
Illinois
$134K -$93.7K -1,863 -41%
Montag & Associates
1209
Montag & Associates
Georgia
$128K -$6.99K -139 -5%
WWM
1210
Woodside Wealth Management
Massachusetts
$127K – – –
AWM
1211
Abound Wealth Management
Tennessee
$120K +$4.93K +98 +4%
TFGT
1212
TS Financial Group (TSFG)
Illinois
$118K – – –
CB
1213
Centennial Bank
Arkansas
$117K – – –
AA
1214
Addison Advisors
Vermont
$111K – – –
MWPCG
1215
Measured Wealth Private Client Group
New Hampshire
$105K +$68.2K +1,356 +184%
RWS
1216
Retirement Wealth Solutions
Wisconsin
$103K +$1.16K +23 +1%
BCA
1217
Bitterroot Capital Advisors
Montana
$102K +$102K +2,035 New
DI
1218
DAGCO Inc
Ohio
$102K -$1.91K -38 -2%
PW
1219
Pandora Wealth
Illinois
$101K – – –
CPG
1220
Cornerstone Planning Group
New Jersey
$100K -$696K -13,826 -87%
CYG
1221
Clean Yield Group
Vermont
$99.3K – – –
C
1222
Covestor
United Kingdom
$96K +$12.1K +241 +15%
SIS
1223
Sound Income Strategies
Florida
$95.2K +$52.8K +1,049 +126%
Bogart Wealth LLC
1224
Bogart Wealth LLC
Virginia
$94.1K +$46.6K +927 +98%
BG
1225
Bollard Group
Massachusetts
$94K +$1.06K +21 +1%