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Vanguard Tax-Exempt Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Bert D. Barre Colonial Trust Co. / SC | 5,275 | $262,271.79 | $256,180.37 | -$6,091.42 | -2.32% |
 Daniel Guy Ethos Financial Group LLC | 16,905 | $847,447.69 | $819,300.82 | -$28,146.87 | -3.32% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 31,968 | $1.6M | $1.55M | -$48,928.04 | -3.06% |
 Victoria Latham Fiduciary Alliance LLC | 29,584 | $1.49M | $1.43M | -$52,950.52 | -3.56% |
 Christopher D. Rich EnRich Financial Partners LLC | 8,256 | $413,134.28 | $396,370.55 | -$16,763.73 | -4.06% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 83,331 | $4.18M | $4.04M | -$136,231.51 | -3.26% |
 Loni Adams Daymark Wealth Partners LLC | 95,064 | $4.79M | $4.61M | -$176,883.45 | -3.69% |
 Jessica Thayer Unique Wealth LLC | 80,603 | $4.04M | $3.92M | -$118,842.44 | -2.94% |
 Brian Matter Creative Capital Management Investments LLC | 5,133 | $251,362.53 | $248,642.52 | -$2,720.01 | -1.08% |
 Michael Snyder Beaumont Financial Advisors LLC | 26,783 | $1.36M | $1.29M | -$78,585.67 | -5.76% |
 Erik Brenner Hilltop Partners LLC | 14,512 | $727,229.5 | $703,759.44 | -$23,470.06 | -3.23% |
 Jade Franke Retirement Investment Advisors Inc. | 109,202 | $5.54M | $5.24M | -$297,036.05 | -5.36% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 317,901 | $16.31M | $15.46M | -$851,261.36 | -5.22% |
 Xenia Woltmann Rochester Wealth Strategies LLC | 134,969 | $6.64M | $6.54M | -$98,095.22 | -1.48% |
 Holly Skipper Verum Partners LLC | 13,820 | $654,515 | $663,498.18 | $8,983.18 | 1.37% |
 Patrick D. Hayes Canopy Partners LLC | 21,487 | $1.1M | $1.04M | -$56,344.19 | -5.13% |
 Adam Laibson Mainsail Financial Group LLC | 10,430 | $493,965 | $505,959.3 | $11,994.3 | 2.43% |
 Lucas Mosher SP Asset Management LLC | 29,292 | $1.45M | $1.42M | -$30,205.19 | -2.08% |
 Stephen Smith Kestra Investment Management LLC | 1.14M | $57.53M | $55.49M | -$2.04M | -3.54% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 5,889 | $294,838 | $285,645.94 | -$9,192.06 | -3.12% |
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