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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
226
Fairview Capital Investment Management
California
$1.41M -$9.06K -166 -0.6%
CFA
227
Capstone Financial Advisors
Illinois
$1.4M +$97K +1,777 +8%
JWCA
228
J.W. Cole Advisors
Florida
$1.39M +$597K +10,937 +77%
DC
229
Derby & Company
Massachusetts
$1.39M -$55.6K -1,019 -4%
TIM
230
Tortoise Investment Management
New York
$1.38M -$164K -3,000 -11%
CWC
231
Carolinas Wealth Consulting
North Carolina
$1.36M +$266K +4,868 +25%
UCFA
232
United Capital Financial Advisors
Texas
$1.32M +$38.3K +702 +3%
VCM
233
Vivaldi Capital Management
Illinois
$1.32M -$20.4K -374 -2%
VC
234
Veery Capital
Delaware
$1.32M +$1.3M +23,850 New
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$1.31M -$172K -3,152 -12%
Vanguard Personalized Indexing Management
236
Vanguard Personalized Indexing Management
California
$1.31M +$1.3M +23,737 New
OL
237
Optas LLC
Texas
$1.29M +$30.8K +564 +2%
Cerity Partners
238
Cerity Partners
New York
$1.28M +$1.26M +23,139 New
CCA
239
Clearwater Capital Advisors
Illinois
$1.28M -$164 -3 -0%
ML
240
McAdam LLC
Pennsylvania
$1.27M +$48.3K +884 +4%
JSA
241
Jacobson & Schmitt Advisors
Wisconsin
$1.27M +$227K +4,156 +22%
CFO
242
Collective Family Office
Pennsylvania
$1.27M +$1.25M +22,955 New
CWS
243
Cypress Wealth Services
California
$1.26M +$1.25M +22,907 New
NC
244
NewSquare Capital
Pennsylvania
$1.26M +$320K +5,855 +34%
LW
245
Linscomb Wealth
Texas
$1.26M +$18.5K +338 +2%
MIM
246
Moseley Investment Management
Florida
$1.25M +$136K +2,497 +12%
Northern Trust
247
Northern Trust
Illinois
$1.25M +$34.2M +627,289 +38%
RPCA
248
Running Point Capital Advisors
California
$1.24M +$1.23M +22,505 New
CP
249
Corbenic Partners
Pennsylvania
$1.24M +$190K +3,479 +18%
Baird Financial Group
250
Baird Financial Group
Wisconsin
$1.23M +$65.3K +1,196 +6%