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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
201
BTC Capital Management
Iowa
$4.06M +$4.08M +81,319 New
SI
202
Stephens Inc
Arkansas
$4.03M -$365K -7,279 -8%
PAS
203
Park Avenue Securities
New York
$4M +$1.94M +38,759 +94%
MFS
204
McNamara Financial Services
Massachusetts
$3.88M +$1.3M +25,999 +50%
FA
205
FDx Advisors
Illinois
$3.88M -$184K -3,680 -5%
AWS
206
AJ Wealth Strategies
New York
$3.86M -$351 -7 -0%
William Blair & Company
207
William Blair & Company
Illinois
$3.86M +$1.95M +38,996 +102%
CCG
208
Chatham Capital Group
Georgia
$3.84M -$526K -10,500 -12%
BC
209
Brio Consultants
California
$3.75M +$3.73M +74,422 New
CA
210
CGN Advisors
Kansas
$3.75M -$373K -7,437 -9%
FWM
211
Fairhaven Wealth Management
Illinois
$3.72M +$262K +5,230 +8%
CHA
212
Carmichael Hill & Associates
Maryland
$3.72M +$3.72M +74,204 +30,537%
GGS
213
Galvin Gaustad & Stein
Arizona
$3.69M -$742K -14,793 -17%
SC
214
Schiavi & Co
Delaware
$3.69M +$3.32M +66,188 +850%
SWM
215
Spire Wealth Management
Virginia
$3.67M -$1.77M -35,372 -32%
GWS
216
Glassman Wealth Services
Virginia
$3.65M +$3.66M +73,091 +79,447%
WIC
217
Whitegate Investment Counselors
New Hampshire
$3.65M -$6.44M -128,475 -64%
RWP
218
Revolve Wealth Partners
New Jersey
$3.65M +$3.39M +67,643 +1,254%
SW
219
SteelPeak Wealth
California
$3.62M +$89.6K +1,787 +3%
FPF
220
First Pacific Financial
Washington
$3.61M +$3.62M +72,271 New
WFA
221
Websterrogers Financial Advisors
South Carolina
$3.59M +$780K +15,564 +28%
CL
222
CPWM LLC
Washington
$3.54M +$3.56M +71,020 New
RVPG
223
Relative Value Partners Group
$3.52M +$3.48M +69,347 New
AF
224
Allworth Financial
California
$3.49M -$417K -8,312 -11%
LCM
225
Liberty Capital Management
Michigan
$3.46M -$4.54M -90,571 -57%