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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
551
Hummer Financial Advisory Services
Illinois
$462K
DLHL
552
Donald L. Hagan LLC
Florida
$460K +$478K +9,553 New
Fiera Capital (Canada)
553
Fiera Capital (Canada)
Quebec, Canada
$457K
JJBC
554
James J. Burns & Company
New York
$457K +$474K +9,486 New
MCA
555
MSH Capital Advisors
Arizona
$453K +$471K +9,418 New
EA
556
Evergreen Advisors
Tennessee
$452K
MA
557
MONECO Advisors
Connecticut
$450K -$21.6K -432 -4%
PW
558
Peninsula Wealth
California
$447K -$7.25K -145 -2%
WA
559
WBH Advisory
Maryland
$445K -$74.5K -1,490 -14%
PWA
560
Physician Wealth Advisors
Utah
$442K +$32.1K +642 +8%
EWA
561
Encompass Wealth Advisors
Oregon
$438K +$60K +1,200 +15%
PWLP
562
Prio Wealth Limited Partnership
Massachusetts
$435K
TAM
563
Tocqueville Asset Management
New York
$431K
JFGLC
564
Johnson Financial Group LLC (Colorado)
Colorado
$430K +$447K +8,936 New
CANC
565
Culbertson A N & Co
Virginia
$427K +$135K +2,700 +44%
RZH
566
Relyea Zuckerberg Hanson
Connecticut
$424K +$441K +8,815 New
HWAM
567
Hennion & Walsh Asset Management
New Jersey
$421K -$7.6M -151,987 -95%
KWM
568
Kingsview Wealth Management
Oregon
$421K +$133K +2,667 +44%
VCM
569
Versant Capital Management
Arizona
$417K +$600 +12 +0.1%
SG
570
StoneX Group
New York
$416K -$56.9K -1,139 -12%
MWM
571
Mission Wealth Management
California
$414K +$22K +441 +5%
GT
572
Glenview Trust
Kentucky
$410K -$126K -2,526 -23%
LFA
573
Level Financial Advisors
New York
$409K -$102K -2,048 -19%
FMC
574
First Merchants Corp
Indiana
$409K +$100K +2,000 +31%
FCA
575
FinTrust Capital Advisors
South Carolina
$404K -$32.3K -647 -7%