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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
776
Shakespeare Wealth Management
Wisconsin
$1.08M -$361K -7,181 -25%
AQR Capital Management
777
AQR Capital Management
Connecticut
$1.08M -$134K -2,668 -11%
BWM
778
Boyd Wealth Management
California
$1.08M -$254K -5,064 -19%
KWM
779
KRM Wealth Management
Nevada
$1.07M +$23.8K +474 +2%
PAS
780
PKS Advisory Services
New York
$1.07M +$163K +3,240 +18%
CIC
781
Cutler Investment Counsel
Oregon
$1.07M – – –
DFP
782
Donalies Financial Planning
District of Columbia
$1.07M +$311K +6,186 +42%
ACP
783
Aviance Capital Partners
Florida
$1.06M -$221K -4,407 -17%
PFS
784
Prospera Financial Services
Texas
$1.06M -$130K -2,583 -11%
FWP
785
Firethorn Wealth Partners
Georgia
$1.06M +$90.8K +1,806 +9%
AR
786
Apeiron RIA
Texas
$1.05M -$1.01M -20,029 -49%
FFG
787
Fiduciary Financial Group
California
$1.03M +$375K +7,456 +58%
UB
788
Umpqua Bank
Oregon
$1.03M – – –
LFA
789
Legacy Financial Advisors
Kentucky
$1.03M -$31.7K -631 -3%
CF
790
Carter Financial
California
$1.03M – – –
LWA
791
LifeGoal Wealth Advisors
New York
$1.02M -$73.1K -1,454 -7%
BVP
792
Bristlecone Value Partners
California
$1.02M +$54.3K +1,080 +6%
WFM
793
Wolff Financial Management
Michigan
$1.02M +$4.87K +97 +0.5%
EA
794
Evergreen Advisors
Tennessee
$1.01M – – –
CTI
795
Community Trust & Investment
Kentucky
$1.01M +$1M +19,982 New
CCA
796
Checchi Capital Advisers
California
$1M – – –
DCM
797
Dimension Capital Management
Florida
$1M – – –
OAM
798
Occidental Asset Management
California
$1M +$324K +6,444 +48%
AFG
799
ABLE Financial Group
Arizona
$998K -$18.8K -375 -2%
EA
800
Evolution Advisers
Virginia
$993K +$2.96K +59 +0.3%