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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
126
Versant Capital Management
Arizona
$786K -$112K -2,226 -13%
AWE
127
Avidian Wealth Enterprises
Texas
$752K +$434K +8,607 +141%
SIC
128
Sigma Investment Counselors
Michigan
$737K -$444K -8,810 -38%
HDIM
129
Hanson & Doremus Investment Management
Vermont
$732K +$485K +9,618 +204%
CAMG
130
CWA Asset Management Group
Florida
$722K +$37.8K +751 +6%
WP
131
WealthShield Partners
North Carolina
$712K -$276K -5,471 -28%
OA
132
Oxbow Advisors
Texas
$699K -$20K -396 -3%
CWM
133
Cahaba Wealth Management
Georgia
$679K -$457K -9,062 -40%
PWM
134
Paulson Wealth Management
Illinois
$662K +$370K +7,353 +132%
ATC
135
Argent Trust Co
Tennessee
$661K
SHCM
136
Stokes & Hubbell Capital Management
Louisiana
$627K +$78.4K +1,556 +14%
THWM
137
Taylor Hoffman Wealth Management
Virginia
$623K +$615K +12,205 New
SP
138
Successful Portfolios
Florida
$621K -$26.2K -520 -4%
LNC
139
Lincoln National Corp
Pennsylvania
$621K +$57.2K +1,136 +10%
HI
140
Human Investing
Oregon
$616K +$608K +12,062 New
FAAS
141
First Allied Advisory Services
California
$605K -$21.6K -429 -3%
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$605K +$544K +10,807 +1,034%
PP
143
PrairieView Partners
Minnesota
$603K -$446K -8,845 -43%
WMA
144
Wealth Management Associates
New Jersey
$595K +$587K +11,652 New
MWA
145
Martel Wealth Advisors
Washington
$591K +$583K +11,569 New
I
146
INVST
Indiana
$590K -$139K -2,761 -19%
CWS
147
Cypress Wealth Services
California
$581K -$38.7K -768 -6%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$579K -$429K -8,520 -43%
CM
149
Columbus Macro
Pennsylvania
$572K +$3.58K +71 +0.6%
RWM
150
RKL Wealth Management
Pennsylvania
$567K +$3.98K +79 +0.7%