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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HIM
301
Hanlon Investment Management
New Jersey
$2.8M +$33.7K +690 +1%
HPWM
302
High Pines Wealth Management
Massachusetts
$2.78M +$268K +5,478 +11%
LCM
303
Liberty Capital Management
Michigan
$2.78M -$446K -9,118 -14%
BFA
304
Beaumont Financial Advisors
Massachusetts
$2.78M -$9.11M -186,376 -77%
CCM
305
Crabel Capital Management
California
$2.73M +$2.7M +55,174 New
SDWMA
306
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.71M +$2.68M +54,746 New
DAS
307
Dynamic Advisor Solutions
Arizona
$2.7M +$490K +10,013 +22%
CM
308
Columbus Macro
Pennsylvania
$2.69M +$1.01M +20,651 +61%
SC
309
Steph & Co
Wisconsin
$2.65M -$661K -13,527 -20%
SCG
310
Sonata Capital Group
Washington
$2.63M +$730K +14,930 +39%
AA
311
Atmos Advisory
Pennsylvania
$2.62M -$15.6M -319,258 -86%
GEA
312
Glen Eagle Advisors
New Jersey
$2.61M -$65.7K -1,344 -2%
SIA
313
Soltis Investment Advisors
Utah
$2.61M +$1.51M +30,942 +143%
ASN
314
Advisory Services Network
Georgia
$2.59M +$932K +19,072 +57%
CFS
315
Cannon Financial Strategists
Georgia
$2.58M -$1.34M -27,418 -34%
VNA
316
Valley National Advisers
Pennsylvania
$2.57M +$1.74M +35,559 +229%
BCWM
317
Bartlett & Co Wealth Management
Ohio
$2.57M -$91.7K -1,875 -3%
BC
318
Bartlett & Co
Ohio
$2.57M -$91.7K -1,875 -3%
TWP
319
TFO Wealth Partners
Ohio
$2.57M +$3.02M +61,782 +1,518%
RFO
320
RiverGlades Family Offices
Florida
$2.51M +$2.48M +50,765 New
BFA
321
Brown Financial Advisory
Alabama
$2.51M -$6.27M -128,242 -72%
HDIM
322
Hanson & Doremus Investment Management
Vermont
$2.51M +$48.9K +1,000 +2%
CHA
323
Cooper/Haims Advisors
New York
$2.51M +$1.49M +30,420 +150%
SWM
324
Spire Wealth Management
Virginia
$2.5M -$95.1K -1,946 -4%
HW
325
Hancock Whitney
Mississippi
$2.5M +$2.47M +50,491 New