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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Aprio Wealth Management
Georgia
$5.62M -$171K -3,376 -3%
HAIM
277
Hunter Associates Investment Management
Pennsylvania
$5.6M +$349K +6,885 +7%
LCM
278
Liberty Capital Management
Michigan
$5.52M +$116K +2,281 +2%
PIMG
279
Patriot Investment Management Group
Tennessee
$5.49M +$304K +5,994 +6%
I
280
INVST
Indiana
$5.49M -$36.1K -712 -0.7%
WAP
281
Wealthcare Advisory Partners
Pennsylvania
$5.48M +$3.56M +70,268 +190%
HDIM
282
Hanson & Doremus Investment Management
Vermont
$5.4M +$547K +10,800 +11%
RSWM
283
Robertson Stephens Wealth Management
California
$5.36M +$1.84M +36,384 +53%
SCA
284
Stonebridge Capital Advisors
Minnesota
$5.35M +$459K +9,055 +9%
AFTS
285
American Financial & Tax Strategies
New York
$5.35M +$166K +3,279 +3%
ACP
286
Aveo Capital Partners
Colorado
$5.34M +$3.13M +61,794 +145%
EPA
287
Element Pointe Advisors
Florida
$5.28M +$306K +6,041 +6%
DB
288
Dravo Bay
Delaware
$5.28M -$288K -5,682 -5%
IWM
289
IHT Wealth Management
Illinois
$5.25M +$1.33M +26,225 +34%
AWM
290
Apollon Wealth Management
South Carolina
$5.25M +$69.2K +1,366 +1%
ODA
291
One Degree Advisors
California
$5.21M +$2.8M +55,347 +119%
HPFG
292
Hart & Patterson Financial Group
Massachusetts
$5.2M -$77.9K -1,537 -1%
LA
293
LVW Advisors
New York
$5.19M +$428K +8,453 +9%
SFA
294
Source Financial Advisors
New York
$5.18M +$113K +2,233 +2%
DWM
295
Dynasty Wealth Management
Florida
$5.16M +$129K +2,552 +3%
P
296
&Partners
Tennessee
$5.11M +$3.39M +66,947 +203%
MWP
297
Meridian Wealth Partners
Pennsylvania
$5.11M +$112K +2,213 +2%
GWM
298
Geneos Wealth Management
Colorado
$5.1M +$3.86M +76,125 +321%
CWM
299
Congress Wealth Management
Massachusetts
$5.09M -$125K -2,460 -2%
TFP
300
Traction Financial Partners
Wyoming
$5.08M -$686K -13,544 -12%