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Vanguard Tax-Exempt Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 308,484 | $15.54M | $14.93M | -$606,442.02 | -3.9% |
 Patrick M. Markey Northcape Wealth Management LLC | 6,808 | $333,796.24 | $330,188 | -$3,608.24 | -1.08% |
 William Reid Culp III TAGStone Capital Inc. | 60,827 | $3.02M | $2.95M | -$70,255.19 | -2.33% |
 Dominic Corabi Wedmont Private Capital | 914,576 | $46.06M | $44.43M | -$1.63M | -3.53% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 5,470 | $272,077.86 | $265,212.95 | -$6,864.91 | -2.52% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 400 | $19,995.29 | $19,332 | -$663.29 | -3.32% |
 Bill Ryan Manhattan West Asset Management LLC | 67,104 | $3.38M | $3.25M | -$130,544.76 | -3.86% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 77,838 | $3.76M | $3.76M | -$2,120.71 | -0.06% |
 Kevin Siebert Atmos Advisory LLC | 460,733 | $23.16M | $22.34M | -$820,750.42 | -3.54% |
 cullen roche Orcam Financial Group | 4,120 | $219,522.48 | $199,408 | -$20,114.48 | -9.16% |
 Nicholas Shaheen FSA Advisors Inc. | 11,473 | $579,194 | $556,325.77 | -$22,868.23 | -3.95% |
 Barry Oliver Capital Performance Advisors LLP | 303,646 | $15.15M | $14.72M | -$427,963.62 | -2.82% |
| EM Eric Malden Shearwater Capital LLC | 8,739 | $413,879.04 | $424,584.31 | $10,705.27 | 2.59% |
 Jennifer Scott Scott Capital Advisors LLC | 34,343 | $1.7M | $1.67M | -$29,610.62 | -1.74% |
 Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 7,159 | $358,466.84 | $347,139.91 | -$11,326.93 | -3.16% |
 Kristie R. Furseth Bowman & Co S.C. | 110,795 | $5.51M | $5.37M | -$143,578.85 | -2.61% |
| RS Radon Stancil POM Investment Strategies LLC | 3 | $142 | $144.03 | $2.03 | 1.43% |
 Lisa L. Lockerman LOCKERMAN FINANCIAL GROUP Inc. | 19,660 | $931,097.6 | $943,876.57 | $12,778.97 | 1.37% |
 Andrew Miller OLIO Financial Planning | 89,287 | $4.43M | $4.29M | -$141,858.1 | -3.2% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 202,568 | $10.7M | $9.79M | -$912,212.95 | -8.52% |
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