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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
151
Fairhaven Wealth Management
Illinois
$2.49M -$142K -2,603 -5%
W
152
WealthStone
Ohio
$2.42M
AC
153
Apella Capital
Connecticut
$2.35M +$30.7K +562 +1%
MWM
154
Merriman Wealth Management
Washington
$2.33M -$18.7K -342 -0.8%
CCT
155
Country Club Trust
Missouri
$2.33M +$1.08M +19,824 +87%
CAM
156
Caprin Asset Management
Virginia
$2.24M -$25.9K -475 -1%
LWPC
157
Legacy Wealth Partners (California)
California
$2.22M +$746K +13,666 +50%
YIA
158
YHB Investment Advisors
Connecticut
$2.22M +$2.23M +40,809 New
MCG
159
MACRO Consulting Group
New Jersey
$2.22M -$491 -9 -0%
HDIM
160
Hanson & Doremus Investment Management
Vermont
$2.18M +$240K +4,398 +12%
BAM
161
Baldrige Asset Management
Pennsylvania
$2.17M +$606K +11,105 +39%
NGA
162
Naples Global Advisors
Florida
$2.09M +$30.8K +565 +1%
WANY
163
Wealthspire Advisors (New York)
New York
$2.08M -$73.7K -1,350 -3%
KAS
164
Kestra Advisory Services
Texas
$2.04M +$2.05M +37,500 New
GEA
165
Glen Eagle Advisors
New Jersey
$2.02M +$164 +3 +0%
EIA
166
Eldridge Investment Advisors
New Hampshire
$2.01M +$303K +5,544 +18%
PCS
167
Personal CFO Solutions
New Jersey
$2M
WFA
168
Wade Financial Advisory
California
$1.96M +$127K +2,326 +7%
HI
169
Hendershot Investments
Virginia
$1.93M +$1.93M +35,385 New
MA
170
MCF Advisors
Kentucky
$1.88M -$152K -2,792 -7%
THWM
171
Taylor Hoffman Wealth Management
Virginia
$1.87M +$808K +14,799 +75%
HCM
172
Howard Capital Management
Georgia
$1.86M +$799K +14,647 +75%
Millennium Management
173
Millennium Management
New York
$1.81M +$1.82M +33,321 New
CFD
174
Creative Financial Designs
Indiana
$1.8M +$538K +9,862 +43%
SCG
175
Sonata Capital Group
Washington
$1.77M +$109K +2,000 +7%