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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SOAG
226
Silver Oak Advisory Group
Oregon
$10.2M -$116K -2,309 -1%
CC
227
Capstone Capital
Nevada
$10.1M +$830K +16,527 +9%
ACA
228
Aptus Capital Advisors
Alabama
$10.1M +$762K +15,167 +8%
RHP
229
Royal Harbor Partners
Texas
$10.1M +$10M +199,885 New
JSA
230
Jacobson & Schmitt Advisors
Wisconsin
$10.1M -$342K -6,813 -3%
FCM
231
Firestone Capital Management
Florida
$10M -$37.3K -742 -0.4%
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$9.97M -$1.82M -36,151 -15%
SLWA
233
San Luis Wealth Advisors
California
$9.96M -$4.08M -81,196 -29%
AIM
234
AMI Investment Management
Indiana
$9.62M -$344K -6,844 -3%
SWG
235
Summit Wealth Group
Vermont
$9.59M +$1.04M +20,663 +12%
KWM
236
Keebeck Wealth Management
Illinois
$9.54M -$47.5K -946 -0.5%
VFP
237
Verus Financial Partners
Virginia
$9.35M +$43.8K +871 +0.5%
SAM
238
Smartleaf Asset Management
Massachusetts
$9.35M
2L
239
25 LLC
Missouri
$9.28M +$1.06M +21,144 +13%
AAP
240
Arax Advisory Partners
Colorado
$9.26M +$1.55M +30,800 +20%
CPA
241
Cardiff Park Advisors
California
$9.21M -$1.49M -29,726 -14%
BOPW
242
Brandywine Oak Private Wealth
Pennsylvania
$9.17M -$213K -4,248 -2%
WTA
243
Washington Trust Advisors
Massachusetts
$9.15M +$344K +6,836 +4%
BWL
244
Beacon Wealthcare LLC
North Carolina
$9.12M +$863K +17,181 +11%
PFPG
245
Pinnacle Financial Partners (Georgia)
Georgia
$9.09M +$4.27M +84,948 +90%
TPCW
246
TD Private Client Wealth
New York
$9.02M +$620K +12,333 +7%
MCM
247
MAI Capital Management
Ohio
$8.96M +$1.41M +28,010 +19%
RFA
248
RTD Financial Advisors
Pennsylvania
$8.87M -$106K -2,102 -1%
BEI
249
Benjamin Edwards Inc
Missouri
$8.86M +$1.49M +29,594 +20%
SC
250
Schiavi & Co
Delaware
$8.84M +$1.87M +37,308 +27%