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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PF
426
PlanWiser Financial
Colorado
$2.96M +$227K +4,623 +9%
HIP
427
HUB Investment Partners
Texas
$2.94M +$7.57K +154 +0.3%
GWWM
428
Great Waters Wealth Management
Minnesota
$2.91M -$53.6K -1,091 -2%
Kovitz Investment Group Partners
429
Kovitz Investment Group Partners
Illinois
$2.91M -$56.3K -1,146 -2%
CCG
430
Chatham Capital Group
Georgia
$2.91M
SIP
431
Sellwood Investment Partners
Oregon
$2.91M +$221K +4,503 +8%
BC
432
Burney Company
Virginia
$2.9M +$153K +3,118 +6%
PF
433
Penney Financial
Texas
$2.9M +$162K +3,305 +6%
DAS
434
Dynamic Advisor Solutions
Arizona
$2.86M +$48.9K +994 +2%
BDF
435
Black Diamond Financial
Maryland
$2.8M +$39.3K +799 +1%
SCA
436
Strathmore Capital Advisors
North Carolina
$2.79M +$1.06M +21,572 +63%
CAG
437
Csenge Advisory Group
Florida
$2.77M +$484K +9,845 +22%
RFO
438
RiverGlades Family Offices
Florida
$2.74M -$919K -18,690 -25%
SAM
439
SP Asset Management
California
$2.74M +$21.5K +437 +0.8%
CMBA
440
C.M. Bidwell & Associates
Hawaii
$2.73M +$56.2K +1,144 +2%
AAP
441
Arax Advisory Partners
Colorado
$2.71M -$110K -2,244 -4%
CSP
442
Cary Street Partners
Virginia
$2.68M
PCMC
443
Paragon Capital Management (Colorado)
Colorado
$2.68M -$2.39M -48,607 -48%
ORC
444
O'Rourke & Company
Massachusetts
$2.66M -$93.6K -1,904 -3%
SW
445
Simplicity Wealth
New Jersey
$2.65M -$3.6M -73,187 -58%
FWP
446
Fiduciary Wealth Partners
Massachusetts
$2.65M -$261K -5,312 -9%
MGIA
447
Moneta Group Investment Advisors
Missouri
$2.65M +$1.5M +30,468 +135%
HI
448
Harbour Investments
Wisconsin
$2.63M +$347K +7,062 +16%
CAM
449
Cresset Asset Management
Illinois
$2.63M +$18.7K +381 +0.7%
CFS
450
Cannon Financial Strategists
Georgia
$2.61M -$73.5K -1,495 -3%