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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$601K -$174K -3,415 -22%
LW
102
Linscomb Wealth
Texas
$555K
STMM
103
South Texas Money Management
Texas
$525K +$526K +10,326 New
CTB
104
Country Trust Bank
Illinois
$514K +$515K +10,115 New
AIP
105
Almanack Investment Partners
Pennsylvania
$513K
AA
106
Ancora Advisors
Ohio
$508K
PA
107
Paracle Advisors
Washington
$466K +$467K +9,171 New
CCT
108
Country Club Trust
Missouri
$452K +$197K +3,870 +77%
VFA
109
Valeo Financial Advisors
Indiana
$445K +$375K +7,365 +528%
Betterment LLC
110
Betterment LLC
New York
$439K +$443K +8,694 New
LNC
111
Lincoln National Corp
Pennsylvania
$438K +$52.2K +1,024 +13%
CFA
112
Capstone Financial Advisors
Illinois
$438K +$62.5K +1,227 +17%
BFA
113
Bragg Financial Advisors
North Carolina
$423K +$424K +8,330 New
CWM
114
CMH Wealth Management
New Hampshire
$396K -$584K -11,460 -59%
TIM
115
Tortoise Investment Management
New York
$379K
GIM
116
Greenwich Investment Management
Connecticut
$376K +$377K +7,400 New
PHIMC
117
Private Harbour Investment Management & Counsel
Ohio
$370K -$101K -1,975 -21%
AWE
118
Avidian Wealth Enterprises
Texas
$355K -$82.2K -1,613 -19%
SIM
119
Sigma Investment Management
Oregon
$329K +$330K +6,471 New
CFD
120
Creative Financial Designs
Indiana
$328K +$231K +4,530 +234%
NA
121
NewEdge Advisors
Louisiana
$319K +$320K +6,288 New
WLIM
122
White Lighthouse Investment Management
Massachusetts
$314K +$30.7K +603 +11%
SF
123
Synovus Financial
Georgia
$286K -$130K -2,552 -31%
FAAS
124
First Allied Advisory Services
California
$274K +$275K +5,401 New
PWM
125
Paulson Wealth Management
Illinois
$273K +$84K +1,648 +44%