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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
901
Bright Financial Advisors
Michigan
$488K -$10.1K -200 -2%
DE
902
Diversified Enterprises
Delaware
$486K +$48.4K +958 +11%
FWP
903
Falcon Wealth Planning
California
$485K +$106K +2,090 +28%
CPW
904
Catalyst Private Wealth
California
$484K +$209K +4,131 +75%
MIM
905
Moseley Investment Management
Florida
$482K -$44.3K -877 -8%
HFAS
906
Hummer Financial Advisory Services
Illinois
$481K – – –
Millennium Management
907
Millennium Management
New York
$480K +$209K +4,128 +76%
Synovus Financial
908
Synovus Financial
Georgia
$476K -$474K -9,375 -50%
AWM
909
Act Wealth Management
Texas
$476K – – –
Fiera Capital (Canada)
910
Fiera Capital (Canada)
Quebec, Canada
$476K +$480K +9,500 New
VP
911
Verum Partners
North Carolina
$475K -$36K -712 -7%
SAM
912
Sawgrass Asset Management
Florida
$473K – – –
ALA
913
Atlas Legacy Advisors
California
$472K +$476K +9,416 New
HI
914
Hudock Inc
Pennsylvania
$469K – – –
Nicholas Hoffman & Company
915
Nicholas Hoffman & Company
Georgia
$466K +$4.9K +97 +1%
HWA
916
HCR Wealth Advisors
California
$466K – – –
PA
917
Pineridge Advisors
Missouri
$465K -$144K -2,854 -24%
DFA
918
DHJJ Financial Advisors
Illinois
$465K -$194K -3,828 -29%
Quantinno Capital Management
919
Quantinno Capital Management
New York
$464K +$468K +9,261 New
KHC
920
Koesten Hirschmann & Crabtree
Kansas
$462K +$433K +8,570 +1,318%
RWM
921
Revisor Wealth Management
Ohio
$461K -$929K -18,374 -67%
BAMG
922
Brand Asset Management Group
Missouri
$459K -$17.9K -354 -4%
DI
923
Disciplined Investments
Oklahoma
$457K +$50.8K +1,004 +12%
VI
924
VanderPol Investments
Michigan
$453K -$500K -9,893 -52%
RWB
925
RMR Wealth Builders
New Jersey
$452K – – –