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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FSG
501
Financial Strategies Group
Michigan
$2.4M +$101K +2,010 +4%
VAS
502
Vestmark Advisory Solutions
Massachusetts
$2.39M +$782K +15,540 +49%
KCIC
503
Kuhn & Co Investment Counsel
Illinois
$2.35M +$378K +7,512 +19%
CFG
504
Certior Financial Group
Pennsylvania
$2.34M +$186K +3,705 +9%
LWANC
505
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.33M +$328K +6,514 +16%
NGA
506
Naples Global Advisors
Florida
$2.33M +$213K +4,240 +10%
BDF
507
Black Diamond Financial
Maryland
$2.33M -$481K -9,564 -17%
CCM
508
Crabel Capital Management
California
$2.3M +$1.15M +22,924 +100%
TI
509
Truepoint Inc
Ohio
$2.3M
SC
510
Sepio Capital
Utah
$2.3M -$1.2M -23,928 -34%
LCM
511
Liberty Capital Management
Michigan
$2.28M +$280K +5,573 +14%
DWP
512
Daymark Wealth Partners
Ohio
$2.28M +$734K +14,591 +47%
GKIM
513
GW&K Investment Management
Massachusetts
$2.28M +$80.5K +1,600 +4%
MAM
514
Mullooly Asset Management
New Jersey
$2.27M +$64K +1,272 +3%
MT
515
Midwest Trust
Kansas
$2.26M +$744K +14,777 +49%
MF
516
Midwestern Financial
Iowa
$2.25M +$317K +6,290 +16%
EA
517
Enclave Advisors
Texas
$2.24M -$902K -17,935 -29%
PFM
518
Phillips Financial Management
Indiana
$2.24M -$160K -3,170 -7%
LWM
519
LJI Wealth Management
Indiana
$2.23M +$781K +15,521 +54%
PWP
520
Precedent Wealth Partners
Texas
$2.23M -$126K -2,497 -5%
GFWA
521
Grey Fox Wealth Advisors
Delaware
$2.22M +$47.7K +948 +2%
AWM
522
Act Wealth Management
Texas
$2.22M +$503K +10,000 +29%
MCM
523
Mattern Capital Management
Colorado
$2.2M +$167K +3,320 +8%
RDFA
524
Ritter Daniher Financial Advisory
Ohio
$2.19M +$475K +9,435 +28%
PSA
525
Plum Street Advisors
Louisiana
$2.17M +$175K +3,486 +9%