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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
251
Park Avenue Securities
New York
$6.74M +$1.74M +34,796 +34%
HWMG
252
Hurlow Wealth Management Group
Indiana
$6.72M -$311K -6,222 -4%
BWL
253
Beacon Wealthcare LLC
North Carolina
$6.67M -$179K -3,569 -3%
FCIM
254
Fairview Capital Investment Management
California
$6.64M -$140K -2,800 -2%
AWS
255
Atria Wealth Solutions
New York
$6.59M -$7.04M -140,621 -51%
AW
256
Alaethes Wealth
Nevada
$6.56M +$586K +11,712 +10%
CWMK
257
Caliber Wealth Management (Kansas)
Kansas
$6.51M +$6.57M +131,283 New
SWM
258
SigFig Wealth Management
California
$6.49M -$299K -5,971 -4%
BA
259
Bristlecone Advisors
Washington
$6.42M +$369K +7,366 +6%
MNBTD
260
Moody National Bank Trust Division
Texas
$6.36M +$3.99M +79,743 +165%
GPW
261
Genesis Private Wealth
Virginia
$6.32M +$467K +9,335 +8%
SI
262
Seeds Investor
New York
$6.32M +$5.65M +113,000 +791%
AQR Capital Management
263
AQR Capital Management
Connecticut
$6.25M +$4.53M +90,518 +256%
Luther King Capital Management (LKCM)
264
Luther King Capital Management (LKCM)
Texas
$6.12M
VBFG
265
Vishria Bird Financial Group
Tennessee
$6.1M -$30.4K -607 -0.5%
GWM
266
Geneos Wealth Management
Colorado
$6.07M +$2.62M +52,358 +75%
CHA
267
Cooper/Haims Advisors
New York
$6.01M -$6.9K -138 -0.1%
Citigroup
268
Citigroup
New York
$6M -$829K -16,567 -12%
PS
269
Principal Securities
Iowa
$5.97M
JFA
270
JNBA Financial Advisors
Minnesota
$5.93M -$189K -3,774 -3%
CISOA
271
Capital Investment Services of America
Wisconsin
$5.92M
PGFC
272
Peapack-Gladstone Financial Corp
New Jersey
$5.91M +$5.96M +119,194 New
AI
273
Atria Investments
North Carolina
$5.82M -$3.72M -74,334 -39%
TC
274
TownSquare Capital
Utah
$5.79M -$107K -2,141 -2%
LCM
275
Liberty Capital Management
Michigan
$5.72M +$237K +4,742 +4%