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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
676
Mattern Wealth Management
Kansas
$401K
CPW
677
Catalyst Private Wealth
California
$400K
HSWM
678
Hubbell Strickland Wealth Management
Louisiana
$400K +$7.98K +159 +2%
TI
679
Tidal Investments
Wisconsin
$399K
PI
680
PFG Investments
New York
$399K +$395K +7,875 New
Fisher Asset Management
681
Fisher Asset Management
Washington
$396K -$97.5K -1,943 -20%
SHWM
682
Smith & Howard Wealth Management
Georgia
$393K +$389K +7,750 New
HCM
683
Howard Capital Management
Georgia
$389K +$385K +7,679 New
LAM
684
Lakewood Asset Management
Illinois
$388K +$10K +200 +3%
LFA
685
Level Financial Advisors
New York
$384K -$51.1K -1,017 -12%
TSS
686
Two Sigma Securities
New York
$383K +$379K +7,553 New
Millennium Management
687
Millennium Management
New York
$381K +$377K +7,514 New
MC
688
Moors & Cabot
Massachusetts
$380K
BTWM
689
Baker Tilly Wealth Management
Wisconsin
$380K +$377K +7,501 New
EIP
690
Ellis Investment Partners
Pennsylvania
$376K +$52.5K +1,045 +16%
FPAS
691
Focus Partners Advisor Solutions
Missouri
$375K -$83.5K -1,664 -18%
LBC
692
Lowe Brockenbrough & Co
Virginia
$372K
WHCI
693
W.H. Cornerstone Investments
Massachusetts
$368K +$71.4K +1,422 +24%
PWMG
694
Provence Wealth Management Group
California
$366K +$363K +7,226 New
FIBT
695
First International Bank & Trust
North Dakota
$365K
GLLW
696
Graves Light Lenhart Wealth
Virginia
$364K -$870K -17,323 -71%
CCM
697
Coldstream Capital Management
Washington
$362K -$74.5K -1,484 -17%
FMP
698
Financial Management Professionals
Texas
$359K -$315K -6,276 -47%
AGC
699
Aspen Grove Capital
Colorado
$359K
RRA
700
Round Rock Advisors
Connecticut
$358K +$355K +7,064 New