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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
526
Naples Global Advisors
Florida
$1.89M +$33.6K +665 +2%
SFP
527
SwitchPoint Financial Planning
Utah
$1.89M +$1.91M +37,758 New
SRC
528
Sage Rhino Capital
California
$1.88M +$650K +12,857 +52%
LFG
529
Lazard Frères Gestion
France
$1.88M
CW
530
CreativeOne Wealth
Kansas
$1.86M -$12.4K -246 -0.7%
GBFP
531
Golden Bell Financial Planning
Georgia
$1.85M +$1.87M +36,988 New
BDF
532
Black Diamond Financial
Maryland
$1.85M
HP
533
Hilltop Partners
Indiana
$1.85M +$177K +3,503 +10%
NA
534
Note Advisors
New York
$1.84M +$1.86M +36,750 New
EWA
535
EverSource Wealth Advisors
Alabama
$1.84M +$749K +14,807 +68%
WAG
536
Wheelhouse Advisory Group
Missouri
$1.83M -$169K -3,337 -8%
RWM
537
Rialto Wealth Management
New York
$1.82M +$1.84M +36,370 New
MC
538
Middleton & Co
Massachusetts
$1.82M
EB
539
Emprise Bank
Kansas
$1.82M
SI
540
Stephens Inc
Arkansas
$1.81M -$5.31K -105 -0.3%
MSWM
541
McGlone Suttner Wealth Management
Wisconsin
$1.81M +$329K +6,498 +22%
HWP
542
Highline Wealth Partners
California
$1.81M +$6.37K +126 +0.4%
WLIM
543
White Lighthouse Investment Management
Massachusetts
$1.79M +$25.3K +500 +1%
TCM
544
Twele Capital Management
Minnesota
$1.79M +$51.6K +1,021 +3%
GRP
545
Global Retirement Partners
California
$1.79M -$845K -16,717 -32%
BMCM
546
Bryn Mawr Capital Management
Pennsylvania
$1.78M +$202 +4 +0%
AQR Capital Management
547
AQR Capital Management
Connecticut
$1.78M +$660K +13,060 +58%
FCH
548
Freestone Capital Holdings
Washington
$1.78M +$119K +2,347 +7%
VFIC
549
Valley Forge Investment Consultants
Pennsylvania
$1.77M +$93K +1,839 +6%
HWA
550
HHM Wealth Advisors
Tennessee
$1.76M +$246K +4,862 +16%