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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PA
701
Parallel Advisors
California
$135K -$366K -7,329 -72%
MBFW
702
Morton Brown Family Wealth
Pennsylvania
$129K +$130K +2,597 +3,509%
SA
703
SRH Advisors
Kansas
$114K
Bessemer Group
704
Bessemer Group
New Jersey
$102K
FSWA
705
Financial Synergies Wealth Advisors
Texas
$97.5K -$5.45K -109 -5%
EWA
706
EverSource Wealth Advisors
Alabama
$96K +$9.05K +181 +10%
GWM
707
Geneos Wealth Management
Colorado
$94K -$143K -2,860 -59%
CFO
708
CVA Family Office
Colorado
$94K
Simplex Trading
709
Simplex Trading
Illinois
$94K +$97.7K +1,954 New
SWM
710
Sugarloaf Wealth Management
Georgia
$93K
GA
711
GoalVest Advisory
New York
$92K +$27.1K +542 +40%
CT
712
Caldwell Trust
Florida
$89.4K
MCM
713
Manchester Capital Management
Vermont
$89K
CWM
714
Cranbrook Wealth Management
Michigan
$88K
AA
715
Ancora Advisors
Ohio
$86K
APW
716
Acima Private Wealth
Virginia
$74.6K
HNB
717
Huntington National Bank
Ohio
$73K -$207K -4,145 Closed
Fifth Third Bancorp
718
Fifth Third Bancorp
Ohio
$68K -$57.9K -1,159 -45%
OPW
719
Oxler Private Wealth
New York
$67K +$350 +7 +0.5%
PMFA
720
Plante Moran Financial Advisors
Michigan
$67K +$65.5K +1,311 +1,490%
BHWM
721
Beaird Harris Wealth Management
Texas
$65K -$4.7K -94 -7%
EIP
722
Ellis Investment Partners
Pennsylvania
$63K +$350 +7 +0.5%
JMF
723
Johnson Midwest Financial
Iowa
$61K
CMF
724
Counterpoint Mutual Funds
California
$53K
FMII
725
Farmers & Merchants Investments Inc
Nebraska
$52K