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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1101
Baldwin Wealth Partners
Massachusetts
$275K +$275K +5,465 New
Whittier Trust
1102
Whittier Trust
California
$274K +$123K +2,437 +81%
RA
1103
Ruggaard & Associates
Ohio
$274K – – –
HWMO
1104
Heritage Wealth Management (Ohio)
Ohio
$273K +$11.8K +235 +5%
PFG
1105
PAX Financial Group
Texas
$272K -$4.68K -93 -2%
CT
1106
Colonial Trust
South Carolina
$271K -$2.77K -55 -1%
NCM
1107
Northland Capital Management
Minnesota
$270K – – –
Ritholtz Wealth Management
1108
Ritholtz Wealth Management
New York
$269K +$2.06K +41 +0.8%
HSG
1109
Helen Stephens Group
Texas
$269K +$3.02K +60 +1%
TCG
1110
Transcendent Capital Group
Oklahoma
$267K +$20.3K +403 +8%
Accredited Investors
1111
Accredited Investors
Minnesota
$267K +$1.21K +24 +0.5%
Wilmington Savings Fund Society
1112
Wilmington Savings Fund Society
Delaware
$267K +$63K +1,252 +31%
IF
1113
Intrua Financial
Texas
$265K -$13.1K -260 -5%
CPW
1114
Catalyst Private Wealth
California
$264K +$264K +5,242 New
MWM
1115
Mascoma Wealth Management
New Hampshire
$263K -$13.7K -273 -5%
KCP
1116
Kera Capital Partners
California
$263K +$262K +5,198 New
LFG
1117
Leverty Financial Group
Wisconsin
$262K – – –
DWAM
1118
Duncan Williams Asset Management
Tennessee
$262K – – –
MFG
1119
Macco Financial Group
Wisconsin
$261K +$262K +5,199 New
CKAIS
1120
Christensen King & Associates Investment Services
Washington
$261K +$262K +5,198 New
BHFP
1121
Blom & Howell Financial Planning
California
$261K +$261K +5,194 New
RIA
1122
Realta Investment Advisors
Delaware
$261K +$261K +5,190 New
KCM
1123
Kendall Capital Management
Maryland
$258K +$33.8K +671 +15%
CCMI
1124
Creative Capital Management Investments
California
$258K +$17.4K +346 +7%
MAG
1125
Mokosak Advisory Group
Iowa
$258K +$2.87K +57 +1%