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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Stratos Wealth Partners
Ohio
$13.1M +$3.44M +68,367 +35%
PP
177
PDS Planning
Ohio
$13M +$428K +8,499 +3%
CPA
178
Cardiff Park Advisors
California
$12.7M -$235K -4,672 -2%
State Farm Mutual Automobile Insurance
179
State Farm Mutual Automobile Insurance
Illinois
$12.6M +$3.74M +74,279 +42%
LAM
180
L2 Asset Management
Massachusetts
$12.6M +$285K +5,658 +2%
LEA
181
Legacy Edge Advisors
New York
$12.5M +$590K +11,725 +5%
MCFP
182
Mallini Complete Financial Planning
Florida
$12.3M +$575K +11,437 +5%
BOH
183
Bank of Hawaii
Hawaii
$12.3M -$482K -9,575 -4%
SWP
184
Sagespring Wealth Partners
Tennessee
$12.3M -$1.02M -20,297 -8%
CA
185
CoreCap Advisors
Michigan
$12.2M +$1.8M +35,795 +17%
Citigroup
186
Citigroup
New York
$12.1M -$226K -4,489 -2%
MFA
187
Mayflower Financial Advisors
Massachusetts
$12M +$352K +6,997 +3%
Prudential Financial
188
Prudential Financial
New Jersey
$11.9M -$1.26M -25,000 -10%
RFP
189
Roth Financial Partners
Texas
$11.9M -$182K -3,614 -2%
Empower Advisory Group
190
Empower Advisory Group
Colorado
$11.8M -$4.99M -99,162 -30%
CA
191
Clearstead Advisors
Ohio
$11.7M +$3.91M +77,801 +50%
CPA
192
Capital Performance Advisors
California
$11.7M -$1.67M -33,198 -13%
PIFP
193
Partners in Financial Planning
Virginia
$11.6M +$258K +5,123 +2%
PWM
194
Perigon Wealth Management
California
$11.1M -$191K -3,796 -2%
KPWS
195
Kestra Private Wealth Services
Texas
$11M +$806K +16,024 +8%
PWS
196
Physician Wealth Solutions
Nevada
$11M +$260K +5,177 +2%
KeyBank National Association
197
KeyBank National Association
Ohio
$10.8M +$1.39M +27,530 +15%
CIA
198
Concurrent Investment Advisors
Florida
$10.8M +$4.85M +96,462 +82%
Renaissance Technologies
199
Renaissance Technologies
New York
$10.6M -$23.3M -462,646 -69%
SQA
200
Simon Quick Advisors
New Jersey
$10.6M +$5.05M +100,418 +91%