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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
501
Hummer Financial Advisory Services
Illinois
$495K
UA
502
Unison Advisors
District of Columbia
$490K +$1.44K +27 +0.3%
MWM
503
Mattern Wealth Management
Kansas
$488K -$3.29M -61,859 -87%
LAM
504
LifePro Asset Management
California
$488K
CJFS
505
Coulter & Justus Financial Services
Tennessee
$484K +$500K +9,391 New
EA
506
Evergreen Advisors
Tennessee
$484K +$500K +9,391 New
Renaissance Technologies
507
Renaissance Technologies
New York
$469K -$118K -2,215 -20%
PWLP
508
Prio Wealth Limited Partnership
Massachusetts
$461K
SLWA
509
San Luis Wealth Advisors
California
$461K +$446K +8,388 New
TAM
510
Tocqueville Asset Management
New York
$461K +$476K +8,950 New
RTS
511
Round Table Services
New Jersey
$460K +$104K +1,948 +28%
Franklin Resources
512
Franklin Resources
California
$457K
CBFP
513
Cedar Brook Financial Partners
Ohio
$453K +$11.1K +208 +2%
SFS
514
Strategic Financial Services
New York
$450K -$21.8M -409,321 -98%
HWMA
515
Heritage Wealth Management (Arizona)
Arizona
$448K +$463K +8,697 New
VCM
516
Versant Capital Management
Arizona
$445K +$373 +7 +0.1%
NRW
517
Nova R Wealth
Kansas
$444K -$114K -2,149 -20%
BOPW
518
Brandywine Oak Private Wealth
Pennsylvania
$442K -$7.34K -138 -2%
GW
519
GW & Wade
Massachusetts
$437K +$3.35K +63 +0.7%
RWM
520
Rockwood Wealth Management
Pennsylvania
$420K +$433K +8,139 New
BL
521
BFSG LLC
California
$414K -$250K -4,700 -37%
EWM
522
EPG Wealth Management
Georgia
$413K +$189K +3,556 +80%
Lido Advisors
523
Lido Advisors
California
$412K -$191K -3,588 -31%
MHS
524
M Holdings Securities
Oregon
$408K +$421K +7,910 New
TI
525
Tidal Investments
Wisconsin
$406K +$100K +1,880 +31%