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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DP
176
Divergent Planning
Maryland
$4.84M +$179K +3,575 +4%
KMWM
177
Keudell/Morrison Wealth Management
Oregon
$4.79M +$851K +17,020 +21%
OC
178
Oakworth Capital
Alabama
$4.72M
SC
179
Schiavi & Co
Delaware
$4.69M +$1.17M +23,369 +32%
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$4.67M -$21.9K -438 -0.4%
JSA
181
Jacobson & Schmitt Advisors
Wisconsin
$4.65M -$103K -2,053 -2%
WTC
182
WhitTier Trust Company
Nevada
$4.64M -$3.5K -70 -0.1%
CG
183
Colony Group
Massachusetts
$4.63M -$3.29M -65,847 -41%
CISOA
184
Capital Investment Services of America
Wisconsin
$4.55M
AC
185
Apella Capital
Connecticut
$4.54M +$568K +11,362 +14%
MWA
186
Motive Wealth Advisors
Michigan
$4.53M +$2.23M +44,697 +91%
LW
187
Linscomb Wealth
Texas
$4.5M +$1.73M +34,618 +59%
LPP
188
Life Planning Partners
Florida
$4.49M +$113K +2,266 +2%
RW
189
Rede Wealth
Virginia
$4.47M +$1.35M +26,971 +41%
KAS
190
Kestra Advisory Services
Texas
$4.45M -$4.59M -91,775 -50%
PG
191
Proffitt & Goodson
Tennessee
$4.42M +$67.7K +1,354 +1%
AIS
192
American Investment Services
Massachusetts
$4.4M +$34.1K +682 +0.8%
CHA
193
Carmichael Hill & Associates
Maryland
$4.38M +$823K +16,465 +22%
I
194
INVST
Indiana
$4.37M -$100K -2,007 -2%
AA
195
Alesco Advisors
New York
$4.32M -$696K -13,915 -13%
SP
196
Symmetry Partners
Connecticut
$4.32M
ST
197
Smithfield Trust
Pennsylvania
$4.24M -$1.02M -20,306 -19%
RHBC
198
R.H. Bluestein & Co
Michigan
$4.13M -$52.7K -1,055 -1%
CT
199
Coastline Trust
Rhode Island
$4.12M +$1.1M +21,975 +36%
CFD
200
Creative Financial Designs
Indiana
$4.12M +$1.32M +26,398 +45%