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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
276
Great Valley Advisor Group
Delaware
$6.06M +$329K +6,690 +6%
BWM
277
Brown Wealth Management
Illinois
$6.04M -$184K -3,751 -3%
BWA
278
Burt Wealth Advisors
Maryland
$6.03M -$686K -13,949 -10%
SCTC
279
Sanibel Captiva Trust Company
Florida
$6.02M +$1.92M +39,117 +48%
CIA
280
Concurrent Investment Advisors
Florida
$5.91M +$1.03M +20,942 +22%
ERIC
281
Eagle Rock Investment Company
Georgia
$5.9M +$500K +10,172 +9%
CTWM
282
Cherry Tree Wealth Management
Minnesota
$5.89M +$243K +4,937 +4%
JFA
283
JNBA Financial Advisors
Minnesota
$5.88M +$652K +13,256 +13%
UB
284
UMB Bank
Missouri
$5.86M -$1.52M -30,970 -21%
LRIA
285
Leonard Rickey Investment Advisors
Washington
$5.83M -$1.59M -32,297 -22%
SHF
286
Stage Harbor Financial
Massachusetts
$5.78M +$222K +4,521 +4%
MCM
287
MAI Capital Management
Ohio
$5.78M +$781K +15,883 +16%
SCA
288
Stonebridge Capital Advisors
Minnesota
$5.77M +$141K +2,870 +3%
NL
289
NWAM LLC
Washington
$5.76M +$103K +2,087 +2%
AFTS
290
American Financial & Tax Strategies
New York
$5.75M -$234K -4,757 -4%
BEI
291
Benjamin Edwards Inc
Missouri
$5.64M +$593K +12,075 +12%
BC
292
Bowman & Company
Wisconsin
$5.61M -$317K -6,456 -5%
CFP
293
Cascade Financial Partners
California
$5.52M -$1.78M -36,262 -25%
SMA
294
Sage Mountain Advisors
Georgia
$5.5M +$4.5M +91,659 +501%
SQA
295
Simon Quick Advisors
New Jersey
$5.5M +$923K +18,775 +21%
SFO
296
Stokes Family Office
Louisiana
$5.5M +$1.15M +23,366 +27%
Luther King Capital Management (LKCM)
297
Luther King Capital Management (LKCM)
Texas
$5.47M
PA
298
Pinnacle Associates
New York
$5.47M +$112K +2,285 +2%
YCG
299
Yeomans Consulting Group
Georgia
$5.44M +$150K +3,061 +3%
PWMAG
300
Pinnacle Wealth Management Advisory Group
New Jersey
$5.39M +$117K +2,381 +2%