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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
V
226
Veritable
Delaware
$239K
WTC
227
WhitTier Trust Company
Nevada
$239K
CA
228
Cetera Advisors
Colorado
$238K +$6.04K +115 +3%
William Blair & Company
229
William Blair & Company
Illinois
$236K -$30.5K -581 -12%
WLIM
230
White Lighthouse Investment Management
Massachusetts
$234K
GRP
231
Global Retirement Partners
California
$234K +$71.2K +1,355 +44%
JP Morgan Chase
232
JP Morgan Chase
New York
$229K +$94.4K +1,798 +71%
PVWM
233
Point View Wealth Management
New Jersey
$228K
FAN
234
Financial Advisors Network
California
$226K
AWS
235
AJ Wealth Strategies
New York
$224K
DMC
236
Drexel Morgan & Co
Pennsylvania
$222K
SLA
237
Silver Lake Advisory
Utah
$220K +$1.31K +25 +0.6%
First Trust Advisors
238
First Trust Advisors
Illinois
$217K -$8.35K -159 -4%
BlackRock
239
BlackRock
New York
$217K +$36.6K +697 +21%
Millennium Management
240
Millennium Management
New York
$217K +$215K +4,095 New
TLP
241
Trinity Legacy Partners
Texas
$216K +$211K +4,014 New
CL
242
CPWM LLC
Washington
$214K +$1.26K +24 +0.6%
PMFA
243
Plante Moran Financial Advisors
Michigan
$212K
FTS
244
Fifth Third Securities
Ohio
$209K +$207K +3,948 New
SWM
245
Selective Wealth Management
Virginia
$203K +$201K +3,823 New
FHC
246
First Heartland Consultants
Missouri
$202K -$3.15K -60 -2%
BCA
247
Bray Capital Advisors
Florida
$202K +$18.4K +350 +10%
AP
248
Arlington Partners
Alabama
$193K
AIP
249
Ameritas Investment Partners
Nebraska
$188K +$73.5K +1,400 +65%
CFG
250
Citizens Financial Group
Rhode Island
$176K