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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
Schwallier Wealth Management
Michigan
$1.44M +$435K +8,653 +44%
CM
677
Columbus Macro
Pennsylvania
$1.44M +$352 +7 +0%
BWP
678
Bernardo Wealth Planning
Pennsylvania
$1.43M -$10.2K -202 -0.7%
AWA
679
A4 Wealth Advisors
North Carolina
$1.43M +$507K +10,098 +55%
HA
680
Hanover Advisors
South Carolina
$1.43M
CWM
681
Centurion Wealth Management
Virginia
$1.42M +$10.9K +216 +0.8%
HPM
682
Hoxton Planning & Management
West Virginia
$1.42M +$67.1K +1,336 +5%
AIM
683
Alhambra Investment Management
Florida
$1.41M +$11.9K +236 +0.9%
Bank of Montreal
684
Bank of Montreal
Ontario, Canada
$1.41M -$83K -1,651 -6%
QFP
685
Quantum Financial Partners
Kansas
$1.4M +$1.39M +27,741 New
CGPCS
686
Capital Group Private Client Services
California
$1.4M +$216K +4,297 +18%
RSEWM
687
River's Edge Wealth Management
Pennsylvania
$1.4M +$79.1K +1,575 +6%
CWM
688
Clearview Wealth Management
California
$1.38M +$452 +9 +0%
CPWL
689
Coquina Private Wealth LLC
Florida
$1.38M +$5.48K +109 +0.4%
CCM
690
Crabel Capital Management
California
$1.37M +$1.36M +27,144 New
CWM
691
Cranbrook Wealth Management
Michigan
$1.37M +$17K +338 +1%
KIM
692
Karpus Investment Management
New York
$1.37M
CPBTD
693
Central Pacific Bank - Trust Division
Hawaii
$1.36M +$1.35M +26,930 New
OCA
694
OpenArc Corporate Advisory
Georgia
$1.36M -$282K -5,609 -17%
PP
695
Prosperity Planning
Missouri
$1.36M
PSCM
696
Per Stirling Capital Management
Texas
$1.35M +$28.9K +575 +2%
LA
697
Legacy Advisors
Pennsylvania
$1.35M -$49.1K -977 -4%
BMCM
698
Bryn Mawr Capital Management
Pennsylvania
$1.35M +$17.4K +346 +1%
MWM
699
Mission Wealth Management
California
$1.35M +$455K +9,061 +52%
AWAG
700
ARS Wealth Advisors Group
Florida
$1.34M +$343K +6,825 +35%