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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HIM
326
Hanlon Investment Management
New Jersey
$2.59M -$158K -3,150 -6%
BCG
327
Breakwater Capital Group
New Jersey
$2.58M +$350K +6,963 +16%
WCA
328
Westover Capital Advisors
Delaware
$2.58M -$17K -339 -0.7%
SCG
329
Sonata Capital Group
Washington
$2.57M -$148K -2,950 -5%
GWM
330
Grand Wealth Management
Michigan
$2.56M +$225K +4,480 +10%
BFA
331
Brown Financial Advisory
Alabama
$2.55M
IWS
332
Insight Wealth Strategies
California
$2.54M +$655K +13,041 +35%
PFA
333
Pure Financial Advisors
California
$2.53M +$237K +4,725 +10%
CFA
334
Capstone Financial Advisors
Illinois
$2.5M -$1.36M -27,089 -35%
LCM
335
Liberty Capital Management
Michigan
$2.48M +$84.5K +1,681 +4%
AWM
336
Axxcess Wealth Management
California
$2.48M -$33.7K -671 -1%
PA
337
Pinnacle Associates
New York
$2.46M +$833K +16,581 +51%
AFS
338
Annapolis Financial Services
Maryland
$2.46M -$138K -2,739 -5%
SWG
339
Summit Wealth Group
Vermont
$2.43M +$2.39M +47,566 +5,880%
Baird Financial Group
340
Baird Financial Group
Wisconsin
$2.43M -$87.7M -1,744,921 -97%
PWMAG
341
Pinnacle Wealth Management Advisory Group
New Jersey
$2.42M +$815K +16,226 +51%
FCG
342
Financial Connections Group
California
$2.42M +$49.9K +993 +2%
RFO
343
RiverGlades Family Offices
Florida
$2.4M +$116K +2,310 +5%
AL
344
ADE LLC
Maryland
$2.4M -$9.14K -182 -0.4%
MGIA
345
Moneta Group Investment Advisors
Missouri
$2.39M -$112K -2,237 -4%
William Blair & Company
346
William Blair & Company
Illinois
$2.38M +$848K +16,868 +55%
CFB
347
Cullen/Frost Bankers
Texas
$2.37M +$100 +2 +0%
Citigroup
348
Citigroup
New York
$2.35M -$9.97M -198,501 -81%
VNA
349
Valley National Advisers
Pennsylvania
$2.35M -$7.54K -150 -0.3%
LIA
350
LifePlan Investment Advisors
North Carolina
$2.33M +$2.33M +46,368 New