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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
201
Roth Financial Partners
Texas
$11.6M -$264K -5,230 -2%
HDIM
202
Hanson & Doremus Investment Management
Vermont
$11.5M +$4.76M +94,367 +69%
PWS
203
Physician Wealth Solutions
Nevada
$11.4M +$534K +10,578 +5%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$11.1M +$1.3M +25,719 +13%
Citigroup
205
Citigroup
New York
$11M -$942K -18,660 -8%
CFB
206
Cullen/Frost Bankers
Texas
$11M -$7.63M -151,147 -41%
PWM
207
Perigon Wealth Management
California
$11M +$12.7K +252 +0.1%
CPCM
208
Cardinal Point Capital Management
Ontario, Canada
$11M +$11.1M +220,196 New
PAG
209
Private Advisor Group
New Jersey
$10.8M +$664K +13,152 +6%
CPA
210
Cardiff Park Advisors
California
$10.6M -$2.05M -40,577 -16%
ATPW
211
Ashton Thomas Private Wealth
Arizona
$10.5M +$743K +14,721 +8%
BSSFA
212
Baron Silver Stevens Financial Advisors
Florida
$10.3M +$577K +11,422 +6%
PA
213
PFG Advisors
Arizona
$10.3M +$233K +4,620 +2%
JSA
214
Jacobson & Schmitt Advisors
Wisconsin
$10.3M +$198K +3,927 +2%
SOAG
215
Silver Oak Advisory Group
Oregon
$10.2M +$306K +6,057 +3%
WAG
216
Winthrop Advisory Group
Massachusetts
$10.2M +$538K +10,650 +5%
FMWA
217
Forvis Mazars Wealth Advisors
Missouri
$9.93M -$147K -2,908 -1%
FCM
218
Firestone Capital Management
Florida
$9.9M +$223K +4,413 +2%
SPC
219
Spirepoint Private Client
Florida
$9.88M +$318K +6,296 +3%
AIM
220
AMI Investment Management
Indiana
$9.83M -$155K -3,070 -2%
ATS
221
Ashton Thomas Securities
New York
$9.69M +$1.58M +31,264 +19%
HSA
222
HBK Sorce Advisory
Pennsylvania
$9.49M -$23.9M -474,026 -72%
KWM
223
Keebeck Wealth Management
Illinois
$9.46M -$653K -12,933 -6%
JAA
224
Joel Adams & Associates
North Carolina
$9.44M +$1.96M +38,884 +26%
WFA
225
Websterrogers Financial Advisors
South Carolina
$9.43M +$751K +14,875 +9%