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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
226
Black Diamond Financial
Maryland
$307K
IF
227
IRON Financial
Illinois
$307K +$307K +5,727 New
MAU
228
MRA Associates USA
Arizona
$306K +$306K +5,708 New
EWA
229
EP Wealth Advisors
California
$303K +$302K +5,642 New
BL
230
BFSG LLC
California
$301K -$15K -280 -5%
DC
231
Davenport & Co
Virginia
$297K
AAP
232
Arax Advisory Partners
Colorado
$293K +$30.3K +565 +12%
VAG
233
VisionPoint Advisory Group
Texas
$290K -$9.8K -183 -3%
RA
234
Riversedge Advisors
Delaware
$290K
SBSB
235
Sullivan, Bruyette, Speros & Blaney
Virginia
$288K +$288K +5,373 New
IA
236
IFG Advisory
Georgia
$281K
BOPW
237
Brandywine Oak Private Wealth
Pennsylvania
$277K
PA
238
Pinnacle Associates
New York
$277K +$277K +5,175 New
PWMAG
239
Pinnacle Wealth Management Advisory Group
New Jersey
$277K +$277K +5,175 New
FVWA
240
Foster Victor Wealth Advisors
South Carolina
$275K +$10.9K +204 +4%
MWM
241
Meridian Wealth Management
Kentucky
$271K
BCM
242
Brasada Capital Management
Texas
$270K +$270K +5,033 New
EA
243
Efficient Advisors
Ohio
$267K -$2.95K -55 -1%
BlackRock
244
BlackRock
New York
$262K +$41.8K +781 +19%
KCM
245
Kanawha Capital Management
Virginia
$260K
SWP
246
Stratos Wealth Partners
Ohio
$257K
PHIMC
247
Private Harbour Investment Management & Counsel
Ohio
$256K
FPIS
248
Financial Planning & Information Services
Wisconsin
$253K
NP
249
NorthRock Partners
Minnesota
$250K +$250K +4,659 New
Brown Advisory
250
Brown Advisory
Maryland
$245K