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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
501
Mullooly Asset Management
New Jersey
$2.11M +$170K +3,486 +9%
PCA
502
Prosperity Capital Advisors
Ohio
$2.1M -$387K -7,912 -16%
WJA
503
Willis Johnson & Associates
Texas
$2.1M +$2.09M +42,808 New
GFWA
504
Grey Fox Wealth Advisors
Delaware
$2.08M +$1.16M +23,692 +126%
RWM
505
Rialto Wealth Management
New York
$2.07M +$338K +6,921 +20%
DJSG
506
D.J. St. Germain
Massachusetts
$2.06M +$148K +3,037 +8%
BCI
507
Brinker Capital Investments
Pennsylvania
$2.05M -$611K -12,500 -23%
GEA
508
Glen Eagle Advisors
New Jersey
$2.01M +$1.37K +28 +0.1%
IAA
509
Independent Advisor Alliance
North Carolina
$2.01M +$1.28M +26,228 +179%
NAM
510
NorthCrest Asset Manangement
Minnesota
$2M +$44.4K +908 +2%
IWS
511
Integrity Wealth Solutions
Colorado
$1.99M -$739K -15,121 -27%
CFG
512
Certior Financial Group
Pennsylvania
$1.99M +$91.4K +1,872 +5%
LWANC
513
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.98M +$39.6K +810 +2%
BFA
514
Beaumont Financial Advisors
Massachusetts
$1.97M +$68.7K +1,406 +4%
BMCM
515
Bryn Mawr Capital Management
Pennsylvania
$1.97M +$43.8K +896 +2%
WG
516
Watchman Group
Texas
$1.97M
PSA
517
Plum Street Advisors
Louisiana
$1.95M -$146K -2,985 -7%
CI
518
CPR Investments
Michigan
$1.94M
CB
519
Commerce Bank
Missouri
$1.93M -$216K -4,421 -10%
CW
520
CreativeOne Wealth
Kansas
$1.93M +$92.7K +1,898 +5%
VFIC
521
Valley Forge Investment Consultants
Pennsylvania
$1.93M +$103K +2,102 +6%
Thrivent Financial for Lutherans
522
Thrivent Financial for Lutherans
Minnesota
$1.93M -$1.76M -35,993 -48%
MCM
523
Mattern Capital Management
Colorado
$1.92M +$116K +2,369 +6%
PFA
524
Pure Financial Advisors
California
$1.92M -$465K -9,519 -20%
EGA
525
Eagle Global Advisors
Texas
$1.92M +$73.3K +1,500 +4%