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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
651
Creative Capital Management Investments
California
$883K
KAM
652
Kraft Asset Management
Tennessee
$882K +$53K +1,081 +7%
MAG
653
MRA Advisory Group
New Jersey
$871K +$97.8K +1,994 +13%
OFG
654
Orcam Financial Group
California
$867K
LPAM
655
Lodestar Private Asset Management
California
$865K -$372K -7,585 -31%
SEP
656
Southland Equity Partners
Missouri
$858K
SIC
657
Sigma Investment Counselors
Michigan
$856K +$210K +4,274 +34%
CIBC Private Wealth Group
658
CIBC Private Wealth Group
Georgia
$855K +$822K +16,758 New
HR
659
Howe & Rusling
New York
$853K -$180K -3,674 -18%
LCWP
660
Legacy Capital Wealth Partners
Arkansas
$853K -$1.11M -22,731 -58%
WIA
661
Wetzel Investment Advisors
Indiana
$850K +$816K +16,648 New
CB
662
Cadence Bank
Mississippi
$847K
SCTC
663
Sanibel Captiva Trust Company
Florida
$842K +$809K +16,501 New
MA
664
Montag & Associates
Georgia
$839K -$335K -6,824 -29%
EWA
665
Encompass Wealth Advisors
Oregon
$828K
CBFP
666
Cedar Brook Financial Partners
Ohio
$827K +$377K +7,688 +90%
GIA
667
Goodwin Investment Advisory
Georgia
$823K -$372K -7,584 -32%
PMG
668
ProVise Management Group
Florida
$821K -$507K -10,339 -39%
FSG
669
Financial Strategies Group
Michigan
$817K -$478K -9,758 -38%
NCM
670
Northwest Capital Management
Oregon
$816K -$97.8K -1,994 -11%
HIGP
671
Hill Investment Group Partners
Missouri
$816K -$33.9K -691 -4%
LL
672
LPWM LLC
Minnesota
$815K -$34.2K -697 -4%
AR
673
Apeiron RIA
Texas
$812K +$51.1K +1,042 +7%
JCM
674
Janney Capital Management
Pennsylvania
$809K +$777K +15,846 New
TW
675
Towerpoint Wealth
California
$808K