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Vanguard Tax-Exempt Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jim Clark Worth Asset Management LLC | 10,454 | $521,550.06 | $518,518.4 | -$3,031.66 | -0.58% |
 Daniel Ronan Catalyst Financial Partners LLC | 59,485 | $2.94M | $2.95M | $10,534.09 | 0.36% |
 Amanda Hawley Atria Wealth Solutions Inc. | 84,034 | $4.23M | $4.17M | -$62,205.23 | -1.47% |
 Craig Johnsen Fortitude Advisory Group LLC | 4,314 | $218,202.12 | $213,974.4 | -$4,227.72 | -1.94% |
 Christoph Von Dem Bussche Financial Guidance Group Inc. | 79,504 | $4.06M | $3.94M | -$112,977.54 | -2.79% |
 Angela Cox W Advisors LLC | 32,933 | $1.66M | $1.63M | -$29,354.75 | -1.77% |
 Bradley J. Lineberger Seaside Wealth Management Inc. | 19,021 | $932,656.98 | $945,058.38 | $12,401.4 | 1.33% |
 Vito Collacuro Sutton Place Investors LLC | 6,797 | $342,925.49 | $337,742.93 | -$5,182.56 | -1.51% |
 Michael Stulic Astoria Portfolio Advisors LLC | 11,711 | $588,196.17 | $580,865.6 | -$7,330.57 | -1.25% |
 Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 9,129 | $447,403.68 | $452,798.4 | $5,394.72 | 1.21% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 33,915 | $1.69M | $1.68M | -$10,363.34 | -0.61% |
 Rosemarie Ranzie Stage Harbor Financial LLC | 112,971 | $5.76M | $5.63M | -$135,653.16 | -2.35% |
 Adam Schwallier Schwallier Wealth Management LLC | 28,517 | $1.43M | $1.42M | -$6,089.16 | -0.43% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 34,164 | $1.71M | $1.69M | -$18,132.78 | -1.06% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 1.37M | $68.38M | $68.19M | -$189,075.76 | -0.28% |
 Jeffrey Jones Cypress Financial Planning LLC | 13,073 | $657,926.92 | $648,420.8 | -$9,506.12 | -1.44% |
| JG John Ginter Callan Family Office LLC | 14,056 | $704,804.61 | $699,707.68 | -$5,096.93 | -0.72% |
 Janelle Anderson Grand Wealth Management LLC | 98,941 | $4.97M | $4.93M | -$45,780.86 | -0.92% |
 Brook Hart Presilium Private Wealth LLC | 28,767 | $1.45M | $1.43M | -$27,092.29 | -1.86% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 16,698 | $827,628.48 | $831,727.38 | $4,098.9 | 0.5% |
