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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RGC
151
Roberts, Glore & Co
Illinois
$3.19M -$533K -9,700 -14%
LCM
152
Liberty Capital Management
Michigan
$3.18M +$378K +6,889 +13%
EGA
153
Eagle Global Advisors
Texas
$3.16M +$672K +12,224 +27%
YIA
154
YHB Investment Advisors
Connecticut
$3.09M +$293K +5,335 +11%
MGIA
155
Moneta Group Investment Advisors
Missouri
$3.06M +$1.41M +25,690 +85%
KAS
156
Kestra Advisory Services
Texas
$2.96M -$790K -14,383 -21%
Citadel Advisors
157
Citadel Advisors
Florida
$2.93M +$2.95M +53,641 New
BCWM
158
Bartlett & Co Wealth Management
Ohio
$2.92M -$135K -2,450 -4%
BC
159
Bartlett & Co
Ohio
$2.92M -$135K -2,450 -4%
AF
160
Allworth Financial
California
$2.9M -$28.7K -523 -1%
CCT
161
Country Club Trust
Missouri
$2.89M +$137K +2,493 +5%
CFB
162
Cullen/Frost Bankers
Texas
$2.84M
PCWA
163
Pacific Capital Wealth Advisors
California
$2.81M -$99.4K -1,809 -3%
BF
164
BOK Financial
Oklahoma
$2.79M +$16.3K +296 +0.6%
SW
165
SteelPeak Wealth
California
$2.78M -$43K -783 -2%
MFS
166
McNamara Financial Services
Massachusetts
$2.77M -$34.3K -624 -1%
HDIM
167
Hanson & Doremus Investment Management
Vermont
$2.75M +$345K +6,284 +14%
CFD
168
Creative Financial Designs
Indiana
$2.75M +$290K +5,286 +12%
GDP
169
Great Diamond Partners
Maine
$2.74M -$240K -4,360 -8%
AC
170
Apella Capital
Connecticut
$2.73M +$224K +4,073 +9%
FWM
171
Fairhaven Wealth Management
Illinois
$2.72M
BAM
172
Baldrige Asset Management
Pennsylvania
$2.69M -$42.3K -769 -2%
HIM
173
Hanlon Investment Management
New Jersey
$2.68M +$197K +3,580 +8%
LWP
174
Lumature Wealth Partners
Georgia
$2.65M +$2.66M +48,446 New
TCM
175
Traynor Capital Management
Pennsylvania
$2.64M +$227K +4,125 +9%