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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
701
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$163K -$25.1K -500 -13%
SMG
702
Spectrum Management Group
Indiana
$159K
PTC
703
Private Trust Company
Ohio
$158K +$159K +3,173 New
IAMOG
704
Investors Asset Management of Georgia
Georgia
$150K +$150K +3,000 New
MWM
705
Mascoma Wealth Management
New Hampshire
$136K +$137K +2,725 New
Fifth Third Bancorp
706
Fifth Third Bancorp
Ohio
$128K +$32.9K +657 +34%
JPLA
707
Joseph P. Lucia & Associates
New York
$123K -$94.8K -1,892 -43%
SA
708
SRH Advisors
Kansas
$119K
FSWA
709
Financial Synergies Wealth Advisors
Texas
$107K -$135K -2,696 -56%
Bessemer Group
710
Bessemer Group
New Jersey
$106K
CFO
711
CVA Family Office
Colorado
$98K
SWM
712
Sugarloaf Wealth Management
Georgia
$96K
MCM
713
Manchester Capital Management
Vermont
$93K
CT
714
Caldwell Trust
Florida
$92.7K +$68K +1,357 +271%
CWM
715
Cranbrook Wealth Management
Michigan
$92K
EWA
716
EverSource Wealth Advisors
Alabama
$90K +$87K +1,735 +2,313%
AA
717
Ancora Advisors
Ohio
$89K -$4.96K -99 -5%
APW
718
Acima Private Wealth
Virginia
$77.3K
AW
719
ACG Wealth
Georgia
$76K +$76.5K +1,527 New
UB
720
UMB Bank
Missouri
$74K -$2.76K -55 -4%
BHWM
721
Beaird Harris Wealth Management
Texas
$72K -$7.57K -151 -9%
OPW
722
Oxler Private Wealth
New York
$69.2K +$69.4K +1,385 New
GA
723
GoalVest Advisory
New York
$69K -$3.56K -71 -5%
AIP
724
Ahrens Investment Partners
Louisiana
$66K
MG
725
MilWealth Group
Wisconsin
$65.5K