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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WW
926
Westshore Wealth
California
$651K -$149K -2,975 -19%
CLG
927
Cooperman Leon G
$651K – – –
SCM
928
Stordahl Capital Management
Colorado
$650K +$6.28K +125 +1%
NC
929
NewSquare Capital
Pennsylvania
$649K +$11.9K +237 +2%
BAMG
930
Brand Asset Management Group
Missouri
$648K +$378K +7,522 +142%
PD
931
Planning Directions
Pennsylvania
$645K +$5.33K +106 +0.8%
HP
932
Haven Private
Florida
$640K -$96.2K -1,915 -13%
HI
933
Horizon Investments
North Carolina
$640K -$688K -13,699 -52%
LIA
934
Lynx Investment Advisory
District of Columbia
$638K +$12K +239 +2%
AWS
935
Aspen Wealth Strategies
Colorado
$637K – – –
CWAF
936
Core Wealth Advisors (Florida)
Florida
$637K – – –
CBT
937
Crews Bank & Trust
Florida
$636K +$19K +378 +3%
KWA
938
Kingswood Wealth Advisors
California
$632K +$162K +3,223 +35%
CB
939
Chris Bulman
California
$631K +$627K +12,484 New
HAIM
940
Hunter Associates Investment Management
Pennsylvania
$631K – – –
NCM
941
Neumann Capital Management
California
$629K +$4.77K +95 +0.8%
SP
942
Symmetry Partners
Connecticut
$628K +$83.9K +1,670 +16%
Nuveen
943
Nuveen
North Carolina
$627K +$623K +12,394 New
SIA
944
Serenity Investment Advisors
Illinois
$624K -$221K -4,405 -26%
LPAM
945
Lodestar Private Asset Management
California
$621K +$8.04K +160 +1%
PA
946
PFW Advisors
Georgia
$614K – – –
VFG
947
Victory Financial Group
Texas
$612K -$4.02K -80 -0.7%
SWA
948
Strategic Wealth Advisors
Arizona
$611K +$38.2K +760 +7%
SCM
949
Sheridan Capital Management
California
$609K – – –
MKA
950
M. Kulyk & Associates
Georgia
$605K +$57.6K +1,146 +11%