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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
476
Clean Yield Group
Vermont
$527K – – –
HFAS
477
Hummer Financial Advisory Services
Illinois
$527K – – –
FVWA
478
Foster Victor Wealth Advisors
South Carolina
$527K +$189K +3,449 +55%
ECM
479
Exchange Capital Management
Michigan
$525K +$524K +9,560 New
SAM
480
Summit Asset Management
Tennessee
$525K +$524K +9,565 New
Wedbush Securities
481
Wedbush Securities
California
$524K +$5.1K +93 +1%
BRWA
482
B. Riley Wealth Advisors
Florida
$523K +$31.8K +581 +7%
UA
483
Unison Advisors
District of Columbia
$521K +$2.74K +50 +0.5%
LAM
484
LifePro Asset Management
California
$520K +$519K +9,476 New
OWA
485
Opal Wealth Advisors
New York
$516K +$515K +9,398 New
BSB
486
Bangor Savings Bank
Maine
$507K +$506K +9,231 New
CSPIA
487
Cary Street Partners Investment Advisory
Virginia
$497K +$193K +3,525 +64%
PWLP
488
Prio Wealth Limited Partnership
Massachusetts
$491K – – –
RIM
489
Rockbridge Investment Management
New York
$489K – – –
Brighton Jones LLC
490
Brighton Jones LLC
Washington
$489K +$58.1K +1,061 +14%
Franklin Resources
491
Franklin Resources
California
$487K – – –
Arax Advisory Partners
492
Arax Advisory Partners
Colorado
$481K -$46.4K -847 -9%
CIM
493
Cambria Investment Management
California
$479K +$7.34K +134 +2%
BOPW
494
Brandywine Oak Private Wealth
Pennsylvania
$479K +$25K +456 +6%
VCM
495
Vivaldi Capital Management
Illinois
$478K -$151K -2,760 -24%
VCM
496
Versant Capital Management
Arizona
$474K +$10.6K +193 +2%
CBFP
497
Cedar Brook Financial Partners
Ohio
$471K -$12.7K -231 -3%
GW & Wade
498
GW & Wade
Massachusetts
$462K +$329 +6 +0.1%
WWM
499
Wolff Wiese Magana
California
$460K +$42.4K +773 +10%
CFO
500
Custos Family Office
Texas
$459K +$459K +8,368 New