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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Axxcess Wealth Management
California
$5.6M -$658K -12,989 -11%
DB
252
Dravo Bay
Delaware
$5.56M -$65.7K -1,297 -1%
BOPW
253
Brandywine Oak Private Wealth
Pennsylvania
$5.55M +$101K +1,988 +2%
LCM
254
Liberty Capital Management
Michigan
$5.5M +$158K +3,125 +3%
SWM
255
Spire Wealth Management
Virginia
$5.48M +$38.8K +765 +0.7%
PCMC
256
Paragon Capital Management (Colorado)
Colorado
$5.48M +$361K +7,116 +7%
TFG
257
Tilson Financial Group
New Jersey
$5.44M +$1.34M +26,461 +33%
HPFG
258
Hart & Patterson Financial Group
Massachusetts
$5.43M -$35.7K -705 -0.7%
PSCM
259
Per Stirling Capital Management
Texas
$5.43M +$64.4K +1,270 +1%
Citigroup
260
Citigroup
New York
$5.41M -$3.08M -60,750 -36%
SAM
261
SP Asset Management
California
$5.4M -$476K -9,394 -8%
OWA
262
Opal Wealth Advisors
New York
$5.39M -$38.6K -761 -0.7%
MAM
263
Meeder Asset Management
Ohio
$5.37M +$362K +7,146 +7%
HAIM
264
Hunter Associates Investment Management
Pennsylvania
$5.34M +$749K +14,774 +16%
Pathstone Holdings
265
Pathstone Holdings
New Jersey
$5.33M +$244K +4,806 +5%
NDSI
266
Newman Dignan & Sheerar Inc
Rhode Island
$5.32M +$577K +11,377 +12%
BWL
267
Beacon Wealthcare LLC
North Carolina
$5.32M +$264K +5,210 +5%
MFS
268
McNamara Financial Services
Massachusetts
$5.26M +$323K +6,366 +7%
EWM
269
Executive Wealth Management
Michigan
$5.24M -$1.12M -22,089 -18%
ERIC
270
Eagle Rock Investment Company
Georgia
$5.11M
CWM
271
Congress Wealth Management
Massachusetts
$5.1M +$69.1K +1,363 +1%
EPA
272
Element Pointe Advisors
Florida
$5.1M +$3.82M +75,334 +297%
BWA
273
Burt Wealth Advisors
Maryland
$5.09M +$32K +632 +0.6%
TCM
274
Towneley Capital Management
California
$5.02M -$56.3K -1,110 -1%
AWM
275
Aprio Wealth Management
Georgia
$5.02M +$2.38M +46,945 +90%