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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
376
Timonier Family Office
North Carolina
$3.65M +$3.68M +72,716 New
RFO
377
RiverGlades Family Offices
Florida
$3.64M +$1.31M +25,950 +56%
UCFA
378
United Capital Financial Advisors
Texas
$3.63M +$2.82M +55,758 +333%
STA
379
Shade Tree Advisors
New York
$3.62M +$3.65M +72,151 New
AssetMark Inc
380
AssetMark Inc
California
$3.61M +$3.37M +66,592 +1,223%
FLPIM
381
F.L. Putnam Investment Management
Massachusetts
$3.6M -$42.8K -847 -1%
IWS
382
Insight Wealth Strategies
California
$3.59M -$244K -4,820 -6%
KF
383
K2 Financial
California
$3.59M +$3.66M +72,302 New
VAG
384
Vannoy Advisory Group
Texas
$3.59M +$196K +3,881 +6%
WA
385
Wealth Alliance
New York
$3.58M +$75K +1,484 +2%
SHGA
386
Sand Hill Global Advisors
California
$3.58M +$125K +2,482 +4%
TIM
387
Tortoise Investment Management
New York
$3.56M +$83.5K +1,652 +2%
CFD
388
Creative Financial Designs
Indiana
$3.52M +$79.2K +1,566 +2%
GWM
389
Geneos Wealth Management
Colorado
$3.51M -$1.51M -29,864 -30%
SIM
390
Studio Investment Management
Illinois
$3.49M -$663K -13,118 -16%
LFG
391
Leverty Financial Group
Wisconsin
$3.47M +$472K +9,343 +16%
VC
392
Vicus Capital
Pennsylvania
$3.47M +$32.9K +651 +0.9%
Betterment LLC
393
Betterment LLC
New York
$3.46M +$1.48M +29,366 +74%
SC
394
Steph & Co
Wisconsin
$3.46M -$292K -5,774 -8%
OFP
395
OLIO Financial Planning
Virginia
$3.45M -$292K -5,777 -8%
HWM
396
Hassell Wealth Management
Louisiana
$3.43M +$3.46M +68,343 New
FAT
397
First American Trust
California
$3.43M +$282K +5,573 +9%
PWMG
398
Prestige Wealth Management Group
New Jersey
$3.42M +$51.7K +1,023 +2%
GWWM
399
Great Waters Wealth Management
Minnesota
$3.4M -$132K -2,614 -4%
SWM
400
Spire Wealth Management
Virginia
$3.4M +$64K +1,266 +2%