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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
326
Sigma Investment Counselors
Michigan
$1.35M +$46K +839 +4%
OL
327
Optas LLC
Texas
$1.35M +$73.4K +1,340 +6%
HIC
328
Holderness Investments Company
North Carolina
$1.34M – – –
WMA
329
West Michigan Advisors
Michigan
$1.33M +$1.33M +24,245 New
BFA
330
Brown Financial Advisory
Alabama
$1.31M +$1.3M +23,803 New
MFG
331
MidWestOne Financial Group
Iowa
$1.3M +$72.2K +1,318 +6%
KL
332
KilterHowling LLC
Colorado
$1.3M +$1.29M +23,618 New
Prudential Financial
333
Prudential Financial
New Jersey
$1.29M +$383K +6,991 +42%
RWP
334
Ridgecrest Wealth Partners
California
$1.27M +$778K +14,190 +158%
CFMC
335
Curbstone Financial Management Corp
New Hampshire
$1.27M – – –
Perigon Wealth Management
336
Perigon Wealth Management
California
$1.26M +$243K +4,435 +24%
Crestwood Advisors Group
337
Crestwood Advisors Group
Massachusetts
$1.25M -$120K -2,187 -9%
Axxcess Wealth Management
338
Axxcess Wealth Management
California
$1.24M +$1.24M +22,627 New
DI
339
Disciplined Investments
Oklahoma
$1.23M +$540K +9,857 +79%
ACP
340
Aviance Capital Partners
Florida
$1.2M +$87.4K +1,595 +8%
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$1.2M +$787K +14,364 +194%
SW
342
StrongBox Wealth
Missouri
$1.2M +$8.22K +150 +0.7%
HSWM
343
Hubbell Strickland Wealth Management
Louisiana
$1.18M +$14.5K +264 +1%
MassMutual Private Wealth & Trust
344
MassMutual Private Wealth & Trust
Connecticut
$1.17M +$791K +14,444 +208%
AIM
345
Alhambra Investment Management
Florida
$1.17M +$377K +6,871 +48%
LIA
346
LBMC Investment Advisors
Tennessee
$1.17M -$428K -7,816 -27%
DB
347
Dravo Bay
Delaware
$1.16M +$1.18M +21,558 New
TIM
348
Tortoise Investment Management
New York
$1.15M – – –
Coldstream Capital Management
349
Coldstream Capital Management
Washington
$1.11M +$31.5K +575 +3%
AWAG
350
ARS Wealth Advisors Group
Florida
$1.11M – – –