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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
626
Forefront Wealth Management
Pennsylvania
$209K +$209K +3,807 New
JFGIW
627
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K – – –
ASFA
628
All Season Financial Advisors
Colorado
$205K +$204K +3,725 New
RBC
629
Roble Belko & Company
Pennsylvania
$204K – – –
OCG
630
Opus Capital Group
Ohio
$203K +$202K +3,691 New
VBWMG
631
Von Berge Wealth Management Group
California
$201K +$206K +3,767 New
RK
632
Rather & Kittrell
Tennessee
$200K +$200K +3,644 New
AP
633
Arlington Partners
Alabama
$184K -$170K -3,106 -48%
SMG
634
Spectrum Management Group
Indiana
$175K – – –
NL
635
NVWM LLC
Pennsylvania
$162K – – –
VCM
636
Vigilant Capital Management
Maine
$161K +$161K +2,940 New
KPCM
637
Kings Point Capital Management
New York
$150K +$149K +2,728 New
Salem Investment Counselors
638
Salem Investment Counselors
North Carolina
$139K +$9.86K +180 +8%
SIC
639
SJS Investment Consulting
Ohio
$138K +$138K +2,514 New
PAI
640
Pittenger & Anderson Inc
Nebraska
$137K – – –
Confluence Wealth Services
641
Confluence Wealth Services
Pennsylvania
$135K +$135K +2,467 New
Benjamin F. Edwards & Company
642
Benjamin F. Edwards & Company
Missouri
$131K +$26K +474 +25%
SA
643
SRH Advisors
Kansas
$130K – – –
GM
644
GeoWealth Management
Illinois
$121K +$120K +2,196 New
Bessemer Group
645
Bessemer Group
New Jersey
$117K +$100K +1,825 +606%
Kayne Anderson Rudnick Investment Management
646
Kayne Anderson Rudnick Investment Management
California
$107K – – –
Montag & Associates
647
Montag & Associates
Georgia
$107K – – –
CFO
648
CVA Family Office
Colorado
$107K +$85.2K +1,554 +389%
SWM
649
Sugarloaf Wealth Management
Georgia
$106K -$55 -1 -0.1%
MCM
650
Manchester Capital Management
Vermont
$102K – – –