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Vanguard Tax-Exempt Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Amir Har-El Savvy Advisors, Inc. | 81,394 | $4.07M | $3.95M | -$119,218.78 | -2.93% |
 Cindi Hill Keener Financial Planning LLC | 16,301 | $806,953.92 | $792,244.9 | -$14,709.02 | -1.82% |
 United Advisor Group LLC United Advisor Group, LLC | 73,355 | $3.67M | $3.56M | -$119,087.4 | -3.24% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 544,427 | $27.53M | $26.4M | -$1.13M | -4.11% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 367,749 | $18.51M | $17.87M | -$637,881.57 | -3.45% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 9,753 | $494,910.22 | $472,874.2 | -$22,036.02 | -4.45% |
 One Degree Advisors Inc. One Degree Advisors Inc | 98,640 | $4.95M | $4.79M | -$156,478.35 | -3.16% |
 PETER KRUSSEL Southland Equity Partners LLC | 16,209 | $894,575.23 | $785,893.36 | -$108,681.87 | -12.15% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 36,610 | $1.86M | $1.77M | -$84,034.77 | -4.52% |
 Setu Mazumdar Physician Wealth Solutions Inc. | 213,821 | $10.8M | $10.37M | -$430,575.82 | -3.99% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 66,230 | $3.38M | $3.22M | -$160,563.51 | -4.75% |
 Brad Sayre Shared Vision Wealth Group LLC | 66,942 | $3.41M | $3.24M | -$167,129.11 | -4.9% |
 Kaitlyn Barnes Financial Architects, LLC | 36,080 | $1.82M | $1.75M | -$68,194.63 | -3.75% |
 Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 52,666 | $2.64M | $2.56M | -$75,074.02 | -2.85% |
 Andy Bloom MB Generational Wealth, LLC | 6,008 | $300,846.03 | $291,898.68 | -$8,947.35 | -2.97% |
 Anthony Blagrove Traveka Wealth, LLC | 8,978 | $451,642.92 | $436,689.92 | -$14,953 | -3.31% |
 Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 15,888 | $810,378.61 | $770,011.92 | -$40,366.69 | -4.98% |
 Cody Gehman Stonebridge Financial Group, LLC | 247,197 | $12.39M | $11.99M | -$400,527.14 | -3.23% |
 Kent Keister Bear Mountain Capital, Inc. | 92,578 | $4.67M | $4.49M | -$180,562.44 | -3.87% |
 Kevin Stillman Evernest Financial Advisors, LLC | 14,985 | $763,642.75 | $726,547.72 | -$37,095.03 | -4.86% |
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