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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NC
226
NewSquare Capital
Pennsylvania
$624K -$115K -2,140 -15%
HI
227
Human Investing
Oregon
$623K +$2.19K +41 +0.3%
PP
228
PrairieView Partners
Minnesota
$622K -$22.3K -416 -3%
SIC
229
Sigma Investment Counselors
Michigan
$611K +$102K +1,900 +20%
WP
230
WealthShield Partners
North Carolina
$601K
NRI
231
NFP Retirement Inc
California
$586K -$359K -6,705 -38%
Cerity Partners
232
Cerity Partners
New York
$582K
IF
233
IRON Financial
Illinois
$582K +$65.7K +1,227 +13%
LL
234
LPWM LLC
Minnesota
$582K +$589K +11,008 New
RWRC
235
R.W. Roge & Company
New York
$581K +$366K +6,836 +165%
CWM
236
Cahaba Wealth Management
Georgia
$572K -$125K -2,339 -18%
SF
237
Synovus Financial
Georgia
$569K +$484K +9,043 +522%
FA
238
Financial Advisors
Massachusetts
$547K
BCM
239
Blume Capital Management
California
$542K -$605K -11,300 -52%
FFN
240
Focus Financial Network
Minnesota
$530K +$102K +1,904 +23%
MHS
241
M Holdings Securities
Oregon
$530K +$537K +10,022 New
SW
242
StrongBox Wealth
Missouri
$527K +$534K +9,967 New
PA
243
Pinnacle Associates
New York
$523K -$311K -5,805 -37%
SP
244
Successful Portfolios
Florida
$522K
JSA
245
Jacobson & Schmitt Advisors
Wisconsin
$519K -$138K -2,573 -21%
HFAS
246
Hummer Financial Advisory Services
Illinois
$508K
Baird Financial Group
247
Baird Financial Group
Wisconsin
$505K -$322K -6,016 -39%
SC
248
Savant Capital
Illinois
$503K +$510K +9,516 New
HFA
249
Huber Financial Advisors
Illinois
$502K -$27.9K -521 -5%
PWMAG
250
Pinnacle Wealth Management Advisory Group
New Jersey
$492K -$311K -5,805 -38%