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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
551
SFMG Wealth Advisors
Texas
$1.7M +$1.1M +22,344 +193%
SWM
552
Silverlake Wealth Management
Vermont
$1.69M +$83.9K +1,708 +5%
WS
553
Wedbush Securities
California
$1.68M +$58.2K +1,184 +4%
HNB
554
Huntington National Bank
Ohio
$1.66M
SWM
555
Shakespeare Wealth Management
Wisconsin
$1.66M +$4.52K +92 +0.3%
EWA
556
Evolution Wealth Advisors
Florida
$1.64M -$1.89M -38,374 -54%
BBHC
557
Brown Brothers Harriman & Co
New York
$1.63M -$74.1K -1,507 -4%
FPCG
558
Forum Private Client Group
Indiana
$1.61M +$161K +3,267 +11%
EFG
559
Everhart Financial Group
Ohio
$1.61M -$74.5K -1,515 -4%
TWM
560
TSA Wealth Management
Texas
$1.6M -$18.5K -376 -1%
LNWTC
561
Laird Norton Wetherby Trust Company
Washington
$1.6M -$799K -16,250 -34%
VAS
562
Vestmark Advisory Solutions
Massachusetts
$1.6M +$1.3M +26,512 +488%
MA
563
Mutual Advisors
Nebraska
$1.6M +$458K +9,316 +42%
KPP
564
Kings Path Partners
Texas
$1.6M +$112K +2,281 +8%
HNWAG
565
High Net Worth Advisory Group
Florida
$1.6M +$752K +15,308 +92%
IA
566
IFG Advisory
Georgia
$1.59M +$162K +3,286 +12%
PCS
567
Private Client Services
Kentucky
$1.59M +$679K +13,806 +77%
LPP
568
Life Planning Partners
Florida
$1.58M +$50.2K +1,022 +3%
NL
569
Navalign LLC
California
$1.58M +$116K +2,369 +8%
FCH
570
Freestone Capital Holdings
Washington
$1.57M -$198K -4,031 -11%
FAG
571
Financial Architects (Georgia)
Georgia
$1.57M -$372K -7,560 -19%
MC
572
Middleton & Co
Massachusetts
$1.56M
QCM
573
Quantinno Capital Management
New York
$1.54M -$241K -4,913 -14%
NW
574
NewEdge Wealth
Pennsylvania
$1.54M +$647K +13,174 +76%
DWP
575
Daymark Wealth Partners
Ohio
$1.54M +$252K +5,134 +20%