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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
426
Mitchell McLeod Pugh & Williams
Alabama
$2.27M +$454K +8,966 +25%
MSF
427
Mustard Seed Financial
Arkansas
$2.26M +$140K +2,755 +7%
SFP
428
Sterling Financial Planning
New Jersey
$2.25M +$310K +6,115 +16%
WAP
429
Wealthcare Advisory Partners
Pennsylvania
$2.24M +$148K +2,915 +7%
Fisher Asset Management
430
Fisher Asset Management
Washington
$2.23M +$204K +4,024 +10%
LPP
431
Life Planning Partners
Florida
$2.2M -$207K -4,090 -9%
PSA
432
Plum Street Advisors
Louisiana
$2.19M +$988K +19,488 +83%
MPW
433
MGO Private Wealth
California
$2.19M +$447K +8,828 +26%
CWM
434
Centurion Wealth Management
Virginia
$2.18M +$58.5K +1,154 +3%
KeyBank National Association
435
KeyBank National Association
Ohio
$2.18M +$273K +5,390 +14%
WWM
436
Waterway Wealth Management
Texas
$2.18M -$2.44M -48,056 -53%
CWAF
437
Core Wealth Advisors (Florida)
Florida
$2.17M +$222K +4,375 +11%
FCIM
438
Fairview Capital Investment Management
California
$2.15M +$22.8K +450 +1%
WCM
439
Windham Capital Management
Massachusetts
$2.14M +$24.1K +476 +1%
BFA
440
Beaumont Financial Advisors
Massachusetts
$2.14M -$1.51M -29,712 -41%
EGA
441
Eagle Global Advisors
Texas
$2.11M
MW
442
Marcum Wealth
Ohio
$2.1M +$400K +7,886 +23%
BMCM
443
Bryn Mawr Capital Management
Pennsylvania
$2.1M +$152K +3,000 +8%
MWA
444
Motive Wealth Advisors
Michigan
$2.1M +$1.69M +33,387 +410%
HIP
445
HUB Investment Partners
Texas
$2.08M +$692K +13,648 +50%
APW
446
Acima Private Wealth
Virginia
$2.06M +$110K +2,169 +6%
AWA
447
Aletheian Wealth Advisors
Washington
$2.06M -$33.5K -660 -2%
SPIS
448
Steward Partners Investment Solutions
Oregon
$2.05M +$2.05M +40,499 New
BBWP
449
Beacon Bridge Wealth Partners
Pennsylvania
$2.03M -$272K -5,372 -12%
HA
450
Hanover Advisors
South Carolina
$2.02M +$344K +6,784 +20%