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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
326
Concurrent Investment Advisors
Florida
$3.81M -$704K -14,072 -16%
OFP
327
OLIO Financial Planning
Virginia
$3.8M -$14K -279 -0.4%
TC
328
TAGStone Capital
North Carolina
$3.79M -$154K -3,081 -4%
IA
329
IFP Advisors
Florida
$3.78M +$197K +3,944 +6%
CTWM
330
Cherry Tree Wealth Management
Minnesota
$3.77M +$676K +13,515 +22%
SC
331
Steph & Co
Wisconsin
$3.76M -$139K -2,771 -4%
WCA
332
Westover Capital Advisors
Delaware
$3.71M +$388K +7,758 +12%
CTA
333
Chesley Taft & Associates
Illinois
$3.7M +$659K +13,175 +22%
DC
334
Davenport & Co
Virginia
$3.67M -$222K -4,442 -6%
CFD
335
Creative Financial Designs
Indiana
$3.67M -$45.5K -910 -1%
FFL
336
Financial Freedom LLC
Ohio
$3.66M -$514K -10,279 -12%
SP
337
Symmetry Partners
Connecticut
$3.65M -$115K -2,300 -3%
TIM
338
Tortoise Investment Management
New York
$3.62M -$483K -9,660 -12%
GWWM
339
Great Waters Wealth Management
Minnesota
$3.62M +$45.9K +917 +1%
Thrivent Financial for Lutherans
340
Thrivent Financial for Lutherans
Minnesota
$3.6M +$1.15M +23,056 +47%
Prudential Financial
341
Prudential Financial
New Jersey
$3.57M +$1.13M +22,567 +46%
KMWM
342
Keudell/Morrison Wealth Management
Oregon
$3.56M -$2.38M -47,599 -40%
SC
343
Sepio Capital
Utah
$3.56M +$4.25K +85 +0.1%
FLPIM
344
F.L. Putnam Investment Management
Massachusetts
$3.54M +$3.54M +70,724 New
GP
345
Girard Partners
Pennsylvania
$3.54M -$951K -19,009 -21%
WA
346
Wealth Alliance
New York
$3.52M +$224K +4,469 +7%
EWA
347
Exencial Wealth Advisors
Oklahoma
$3.5M -$525K -10,484 -13%
HPA
348
High Probability Advisors
New York
$3.5M +$35.9K +717 +1%
GGS
349
Galvin Gaustad & Stein
Arizona
$3.5M +$240K +4,801 +7%
VC
350
Vicus Capital
Pennsylvania
$3.47M +$461K +9,211 +15%