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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HIM
451
Hanlon Investment Management
New Jersey
$2.28M -$174K -3,435 -7%
RFS
452
Richardson Financial Services
Massachusetts
$2.28M +$1.14M +22,477 +100%
LW
453
Linscomb Wealth
Texas
$2.25M +$160K +3,154 +8%
JIR
454
James Investment Research
Ohio
$2.22M +$826K +16,301 +60%
FSG
455
Financial Strategies Group
Michigan
$2.2M +$1.21M +23,792 +121%
PSA
456
Plum Street Advisors
Louisiana
$2.19M +$634K +12,517 +41%
FCIM
457
Fairview Capital Investment Management
California
$2.19M -$127K -2,500 -6%
TA
458
TPG Advisors
Illinois
$2.18M +$631K +12,442 +41%
BFA
459
Beaumont Financial Advisors
Massachusetts
$2.17M +$4.05K +80 +0.2%
TSS
460
Two Sigma Securities
New York
$2.14M +$1.48M +29,204 +229%
GSIS
461
Global Strategic Investment Solutions
Arizona
$2.13M +$3.9K +77 +0.2%
HIP
462
HUB Investment Partners
Texas
$2.11M +$1.57K +31 +0.1%
PFA
463
Pure Financial Advisors
California
$2.1M +$320K +6,315 +18%
SFG
464
Snider Financial Group
Washington
$2.1M +$41.1K +811 +2%
CFO
465
Collective Family Office
Pennsylvania
$2.09M +$334K +6,600 +19%
EWA
466
Evolution Wealth Advisors
Florida
$2.09M +$94.8K +1,871 +5%
FWM
467
FFT Wealth Management
Pennsylvania
$2.05M -$498K -9,836 -20%
MFIM
468
Mesirow Financial Investment Management
Illinois
$2.05M +$1.14M +22,580 +129%
WAG
469
Wheelhouse Advisory Group
Missouri
$2.04M +$32.6K +644 +2%
MWP
470
Meredith Wealth Planning
Illinois
$2.04M +$18.8K +370 +0.9%
CCM
471
Crabel Capital Management
California
$2.03M +$650K +12,833 +48%
SDWMA
472
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.03M -$9.93K -196 -0.5%
Betterment LLC
473
Betterment LLC
New York
$2.03M +$287K +5,660 +17%
SIC
474
SJS Investment Consulting
Ohio
$2.03M +$303K +5,984 +18%
BWG
475
Beta Wealth Group
California
$2.01M +$11.9K +234 +0.6%