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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
676
Presilium Private Wealth
Pennsylvania
$1.46M +$61.6K +1,226 +4%
OC
677
Oppenheimer & Co
New York
$1.44M +$765K +15,231 +115%
SWM
678
Schwallier Wealth Management
Michigan
$1.44M +$435K +8,653 +44%
CM
679
Columbus Macro
Pennsylvania
$1.44M +$352 +7 +0%
BWP
680
Bernardo Wealth Planning
Pennsylvania
$1.43M -$10.2K -202 -0.7%
AWA
681
A4 Wealth Advisors
North Carolina
$1.43M +$507K +10,098 +55%
HA
682
Hanover Advisors
South Carolina
$1.43M – – –
CWM
683
Centurion Wealth Management
Virginia
$1.42M +$10.9K +216 +0.8%
HPM
684
Hoxton Planning & Management
West Virginia
$1.42M +$67.1K +1,336 +5%
AIM
685
Alhambra Investment Management
Florida
$1.41M +$11.9K +236 +0.9%
Bank of Montreal
686
Bank of Montreal
Ontario, Canada
$1.41M -$83K -1,651 -6%
QFP
687
Quantum Financial Partners
Kansas
$1.4M +$1.39M +27,741 New
CGPCS
688
Capital Group Private Client Services
California
$1.4M +$216K +4,297 +18%
RSEWM
689
River's Edge Wealth Management
Pennsylvania
$1.4M +$79.1K +1,575 +6%
CWM
690
Clearview Wealth Management
California
$1.38M +$452 +9 +0%
CPWL
691
Coquina Private Wealth LLC
Florida
$1.38M +$5.48K +109 +0.4%
CCM
692
Crabel Capital Management
California
$1.37M +$1.36M +27,144 New
CWM
693
Cranbrook Wealth Management
Michigan
$1.37M +$17K +338 +1%
KIM
694
Karpus Investment Management
New York
$1.37M – – –
CPBTD
695
Central Pacific Bank - Trust Division
Hawaii
$1.36M +$1.35M +26,930 New
OCA
696
OpenArc Corporate Advisory
Georgia
$1.36M -$282K -5,609 -17%
PP
697
Prosperity Planning
Missouri
$1.36M – – –
PSCM
698
Per Stirling Capital Management
Texas
$1.35M +$28.9K +575 +2%
LA
699
Legacy Advisors
Pennsylvania
$1.35M -$49.1K -977 -4%
BMCM
700
Bryn Mawr Capital Management
Pennsylvania
$1.35M +$17.4K +346 +1%