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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
301
Lumature Wealth Partners
Georgia
$1.21M -$1.46M -26,350 -54%
CFO
302
Collective Family Office
Pennsylvania
$1.19M -$22K -397 -2%
SW
303
StrongBox Wealth
Missouri
$1.18M +$18.3K +331 +2%
HWMG
304
Hurlow Wealth Management Group
Indiana
$1.18M +$116K +2,092 +11%
LIA
305
LBMC Investment Advisors
Tennessee
$1.16M -$629K -11,372 -28%
HSWM
306
Hubbell Strickland Wealth Management
Louisiana
$1.16M +$26.9K +487 +2%
PTC
307
Philadelphia Trust Company
Pennsylvania
$1.16M +$1.17M +21,100 New
TIM
308
Tortoise Investment Management
New York
$1.15M
ACP
309
Aviance Capital Partners
Florida
$1.11M +$1.12M +20,261 New
AWAG
310
ARS Wealth Advisors Group
Florida
$1.11M +$1.12M +20,250 New
ECG
311
Edge Capital Group
Georgia
$1.1M -$1.27K -23 -0.1%
EPM
312
Elm Partners Management
Pennsylvania
$1.1M
SF
313
Synovus Financial
Georgia
$1.09M -$114K -2,064 -9%
PFA
314
Paradigm Financial Advisors
Missouri
$1.09M -$51.7K -935 -4%
FTS
315
Fifth Third Securities
Ohio
$1.09M +$1.1M +19,869 New
MWP
316
Meridian Wealth Partners
Pennsylvania
$1.09M -$10.1K -183 -0.9%
GWM
317
Geneos Wealth Management
Colorado
$1.08M +$679K +12,271 +162%
CCM
318
Coldstream Capital Management
Washington
$1.08M +$26K +470 +2%
VAM
319
Verity Asset Management
North Carolina
$1.08M +$47.9K +867 +5%
EWG
320
Executive Wealth Group
Washington
$1.07M +$1.08M +19,600 New
MWA
321
Moser Wealth Advisors
Washington
$1.07M -$15.8K -285 -1%
AIM
322
AMI Investment Management
Indiana
$1.07M +$454K +8,202 +73%
HWM
323
Hohimer Wealth Management
Washington
$1.07M +$144K +2,605 +15%
RWA
324
Ropes Wealth Advisors
Massachusetts
$1.06M -$124K -2,237 -10%
OAM
325
Occidental Asset Management
California
$1.05M