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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
551
O'Shaughnessy Asset Management
Connecticut
$189K
EI
552
Ellevest Inc
New York
$182K +$183K +3,315 +47,357%
SMG
553
Spectrum Management Group
Indiana
$174K
NL
554
NVWM LLC
Pennsylvania
$162K +$163K +2,952 New
GIA
555
Goodwin Investment Advisory
Georgia
$145K +$147K +2,662 New
PAI
556
Pittenger & Anderson Inc
Nebraska
$137K +$138K +2,500 New
SA
557
SRH Advisors
Kansas
$130K +$31.8K +575 +32%
SIC
558
Salem Investment Counselors
North Carolina
$129K +$35.1K +635 +37%
MA
559
Montag & Associates
Georgia
$107K +$60.1K +1,087 +126%
CPFP
560
Clear Perspectives Financial Planning
Ohio
$107K +$68.8K +1,245 +175%
Kayne Anderson Rudnick Investment Management
561
Kayne Anderson Rudnick Investment Management
California
$106K
SWM
562
Sugarloaf Wealth Management
Georgia
$105K -$2.65K -48 -2%
BFEC
563
Benjamin F. Edwards & Company
Missouri
$105K +$84.6K +1,530 +396%
MCM
564
Manchester Capital Management
Vermont
$102K +$103K +1,859 New
CWM
565
Cranbrook Wealth Management
Michigan
$101K
JWA
566
JFS Wealth Advisors
Pennsylvania
$99K +$76K +1,375 +324%
AA
567
Ancora Advisors
Ohio
$98K
Koshinski Asset Management
568
Koshinski Asset Management
Illinois
$92.6K +$93.4K +1,690 New
RFA
569
Reilly Financial Advisors
California
$91K
GWSG
570
GPS Wealth Strategies Group
Colorado
$91K +$387 +7 +0.4%
JCM
571
Jacobi Capital Management
Pennsylvania
$89K -$32.8K -593 -27%
JMF
572
Johnson Midwest Financial
Iowa
$86K
APW
573
Acima Private Wealth
Virginia
$85K
TFGT
574
TS Financial Group (TSFG)
Illinois
$82K
HWMA
575
Heritage Wealth Management (Arizona)
Arizona
$81K