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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
501
Meredith Wealth Planning
Illinois
$2.08M +$195K +3,896 +10%
SIG
502
Sargent Investment Group
Maryland
$2.04M +$545K +10,885 +36%
GEA
503
Glen Eagle Advisors
New Jersey
$2.03M -$232K -4,647 -10%
EWA
504
Evolution Wealth Advisors
Florida
$2.02M
KCIC
505
Kuhn & Co Investment Counsel
Illinois
$2.02M +$114K +2,281 +6%
PWP
506
Precedent Wealth Partners
Texas
$2.02M +$730K +14,585 +56%
HI
507
Harbour Investments
Wisconsin
$2M -$209K -4,170 -9%
WG
508
Watchman Group
Texas
$1.99M -$365K -7,305 -15%
WAG
509
Wheelhouse Advisory Group
Missouri
$1.99M +$174K +3,480 +10%
NAM
510
NorthCrest Asset Manangement
Minnesota
$1.98M -$586K -11,720 -23%
BWM
511
Boyd Wealth Management
California
$1.97M +$470K +9,395 +31%
SRC
512
Sage Rhino Capital
California
$1.97M +$110K +2,192 +6%
LWANC
513
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.97M +$37.9K +757 +2%
SA
514
Sincerus Advisory
New York
$1.97M -$11.8K -235 -0.6%
CI
515
CPR Investments
Michigan
$1.96M +$1.98M +39,600 New
FFL
516
Financial Freedom LLC
Ohio
$1.96M -$1.39M -27,774 -41%
MAM
517
Mullooly Asset Management
New Jersey
$1.96M +$1.98M +39,521 New
BMCM
518
Bryn Mawr Capital Management
Pennsylvania
$1.95M +$188K +3,755 +11%
DJSG
519
D.J. St. Germain
Massachusetts
$1.94M +$341K +6,808 +21%
BCG
520
Breakwater Capital Group
New Jersey
$1.94M -$357K -7,140 -15%
FCI
521
Financial Counselors Inc
Kansas
$1.93M -$300 -6 -0%
BFA
522
Beaumont Financial Advisors
Massachusetts
$1.93M -$152K -3,034 -7%
CFG
523
Certior Financial Group
Pennsylvania
$1.92M +$632K +12,637 +49%
NGA
524
Naples Global Advisors
Florida
$1.91M +$40K +800 +2%
GBFP
525
Golden Bell Financial Planning
Georgia
$1.89M +$56.1K +1,121 +3%