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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCFP
201
Mallini Complete Financial Planning
Florida
$9.63M +$909K +18,604 +10%
CA
202
CoreCap Advisors
Michigan
$9.6M +$939K +19,229 +11%
RFA
203
RTD Financial Advisors
Pennsylvania
$9.59M +$1.05M +21,538 +12%
TFA
204
Trinity Financial Advisors
Ohio
$9.58M +$2.17M +44,520 +30%
PWS
205
Physician Wealth Solutions
Nevada
$9.55M -$4.07M -83,256 -30%
JAA
206
Joel Adams & Associates
North Carolina
$9.53M -$1.11M -22,798 -10%
BOPW
207
Brandywine Oak Private Wealth
Pennsylvania
$9.41M +$4.18M +85,587 +81%
AIM
208
AMI Investment Management
Indiana
$9.31M +$956K +19,567 +11%
FCM
209
Firestone Capital Management
Florida
$9.19M -$120K -2,466 -1%
JSA
210
Jacobson & Schmitt Advisors
Wisconsin
$9.1M -$92.1K -1,886 -1%
ATPW
211
Ashton Thomas Private Wealth
Arizona
$9.06M +$4.03M +82,402 +80%
FFM
212
Forum Financial Management
Illinois
$9.06M +$6.21M +127,213 +221%
SI
213
Seeds Investor
New York
$9.04M +$2.79M +57,042 +45%
CT
214
Coastline Trust
Rhode Island
$9.01M -$852K -17,434 -9%
VFP
215
Verus Financial Partners
Virginia
$8.93M -$3.91M -80,112 -31%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$8.9M +$1.75M +35,725 +25%
LAM
217
L2 Asset Management
Massachusetts
$8.89M +$31.9K +652 +0.4%
SPIA
218
Steward Partners Investment Advisory
New York
$8.87M -$343K -7,030 -4%
SPC
219
Spirepoint Private Client
Florida
$8.85M -$351K -7,191 -4%
MFA
220
Mayflower Financial Advisors
Massachusetts
$8.8M +$3.46M +70,904 +65%
CFA
221
Capstone Financial Advisors
Illinois
$8.8M +$4.37M +89,365 +99%
MNBTD
222
Moody National Bank Trust Division
Texas
$8.77M +$2.48M +50,782 +40%
CC
223
Capstone Capital
Nevada
$8.76M +$148K +3,034 +2%
KPWS
224
Kestra Private Wealth Services
Texas
$8.69M +$1.51M +30,869 +21%
QWM
225
Quaker Wealth Management
New Jersey
$8.59M +$8.56M +175,137 New