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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
101
Websterrogers Financial Advisors
South Carolina
$6.4M +$128K +2,306 +2%
LNC
102
Lincoln National Corp
Pennsylvania
$6.31M +$571K +10,329 +10%
AL
103
Aspiriant LLC
California
$6.3M +$1.78M +32,209 +39%
BFG
104
Bouchey Financial Group
New York
$6.29M +$219K +3,952 +4%
PFM
105
Phillips Financial Management
Indiana
$6.2M -$243K -4,397 -4%
BSSFA
106
Baron Silver Stevens Financial Advisors
Florida
$6.07M +$2.13M +38,506 +53%
SWM
107
Spire Wealth Management
Virginia
$6.07M -$164K -2,959 -3%
AF
108
Advisornet Financial
Minnesota
$6.01M +$170K +3,079 +3%
CISOA
109
Capital Investment Services of America
Wisconsin
$6.01M +$249K +4,500 +4%
APC
110
Aspire Private Capital
North Carolina
$6M +$391K +7,072 +7%
RJT
111
Raymond James Trust
Florida
$5.9M +$1.33M +23,977 +29%
CT
112
Coastline Trust
Rhode Island
$5.88M -$31.5K -570 -0.5%
RWI
113
Red Wave Investments
Pennsylvania
$5.85M +$53.5K +968 +0.9%
FWM
114
ForthRight Wealth Management
Georgia
$5.83M +$188K +3,405 +3%
BWG
115
Beta Wealth Group
California
$5.83M +$64.6K +1,168 +1%
MF
116
Manchester Financial
California
$5.82M +$49.8K +900 +0.9%
Millennium Management
117
Millennium Management
New York
$5.79M +$2.14M +38,747 +58%
TC
118
Tenret Company
Florida
$5.74M
CPA
119
Clear Perspective Advisors
Illinois
$5.69M +$1.63M +29,428 +40%
OC
120
Oakworth Capital
Alabama
$5.54M +$1.99M +35,978 +55%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$5.52M -$365K -6,605 -6%
BCA
122
Bray Capital Advisors
Florida
$5.51M +$22.9K +415 +0.4%
TFA
123
Trinity Financial Advisors
Ohio
$5.41M +$2.47M +44,669 +83%
BU
124
BBVA USA
Alabama
$5.29M +$16.9K +305 +0.3%
CAG
125
Compass Advisory Group
New York
$5.22M +$133K +2,410 +3%