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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RZH
551
Relyea Zuckerberg Hanson
Connecticut
$349K -$18.5K -347 -5%
MWM
552
Mission Wealth Management
California
$346K +$357K +6,714 New
LPWM
553
Lake Point Wealth Management
Texas
$343K
VCM
554
Vivaldi Capital Management
Illinois
$342K -$94.6K -1,777 -20%
AWA
555
Archvest Wealth Advisors
California
$340K -$5.32K -100 -1%
IAIM
556
International Assets Investment Management
Florida
$338K +$4.31K +81 +1%
OA
557
Oxbow Advisors
Texas
$337K -$426 -8 -0.1%
WFA
558
Wipfli Financial Advisors
Wisconsin
$335K +$346K +6,507 New
FMC
559
First Merchants Corp
Indiana
$335K +$66.5K +1,250 +24%
SCM
560
Stonehearth Capital Management
Massachusetts
$332K +$343K +6,438 New
PCM
561
Parsons Capital Management
Rhode Island
$327K -$208K -3,900 -38%
AWM
562
Avaii Wealth Management
Wisconsin
$327K +$337K +6,340 New
DWP
563
Destiny Wealth Partners
Florida
$323K +$69.6K +1,307 +26%
PG
564
Proffitt & Goodson
Tennessee
$316K -$2.7M -50,702 -89%
HNB
565
Huntington National Bank
Ohio
$314K +$24.7K +464 +8%
BPWM
566
Badgley Phelps Wealth Managers
Washington
$314K +$31.5K +592 +11%
BC
567
Burney Company
Virginia
$314K +$56.9K +1,069 +21%
MCM
568
Maryland Capital Management
Maryland
$313K
OBWG
569
Onyx Bridge Wealth Group
New York
$313K +$6.23K +117 +2%
CANC
570
Culbertson A N & Co
Virginia
$313K +$323K +6,075 New
SMC
571
Smith, Moore & Co
Missouri
$312K +$322K +6,058 New
SC
572
Seldon Capital
California
$309K -$330K -6,200 -51%
1WA
573
180 Wealth Advisors
Washington
$304K -$25.9K -486 -7%
IF
574
IRON Financial
Illinois
$300K +$53 +1 +0%
IWN
575
Independent Wealth Network
Iowa
$300K +$77K +1,447 +33%