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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
Shakespeare Wealth Management
Wisconsin
$492K +$491K +9,818 New
VP
802
Verum Partners
North Carolina
$483K +$8.91K +178 +2%
SPI
803
Sutton Place Investors
New York
$482K -$65.5K -1,309 -12%
AAS
804
Annex Advisory Services
Wisconsin
$482K +$13.6K +272 +3%
HFAS
805
Hummer Financial Advisory Services
Illinois
$481K
Fiera Capital (Canada)
806
Fiera Capital (Canada)
Quebec, Canada
$476K
PCS
807
Private Client Services
Kentucky
$475K +$13.7K +273 +3%
LSIA
808
LaSalle St. Investment Advisors
Illinois
$474K -$144K -2,868 -23%
BFP
809
Brewster Financial Planning
New York
$472K +$471K +9,422 New
HI
810
Hudock Inc
Pennsylvania
$469K
SF
811
Synovus Financial
Georgia
$468K -$729K -14,568 -61%
HWA
812
HCR Wealth Advisors
California
$466K
RT
813
Rockland Trust
Massachusetts
$465K -$109K -2,170 -19%
FNC
814
First National Corp
Massachusetts
$464K +$40.9K +818 +10%
AWM
815
Accurate Wealth Management
Florida
$464K
FWA
816
FSM Wealth Advisors
Ohio
$460K -$65K -1,300 -12%
CAC
817
Certified Advisory Corp
Florida
$460K +$65.3K +1,305 +17%
RWM
818
Revisor Wealth Management
Ohio
$460K +$460K +9,187 New
PCIG
819
Partners Capital Investment Group
Massachusetts
$456K +$455K +9,095 New
SWM
820
Seaside Wealth Management
California
$452K +$452K +9,026 New
RWB
821
RMR Wealth Builders
New Jersey
$452K
EIP
822
Ellis Investment Partners
Pennsylvania
$451K +$21.8K +435 +5%
PA
823
Parallel Advisors
California
$450K +$286K +5,722 +176%
MCM
824
Mattern Capital Management
Colorado
$445K -$2.55K -51 -0.6%
CPSC
825
Carl P. Sherr & Co
Massachusetts
$442K