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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Claro Advisors
Massachusetts
$841K +$827K +15,529 New
SG
227
StoneX Group
New York
$839K +$2.77K +52 +0.3%
AWA
228
Arete Wealth Advisors
Illinois
$825K +$148K +2,785 +5%
SW
229
StrongBox Wealth
Missouri
$805K +$261K +4,900 +49%
MWA
230
Martel Wealth Advisors
Washington
$802K +$58.5K +1,098 +8%
LL
231
LPWM LLC
Minnesota
$799K +$200K +3,751 +34%
CRCM
232
Corbett Road Capital Management
Virginia
$796K -$410K -7,700 -34%
FAAS
233
First Allied Advisory Services
California
$754K +$15K +281 +2%
SPC
234
Sigma Planning Corp
Michigan
$748K +$339K +6,364 +85%
FSG
235
Financial Strategies Group
Michigan
$731K +$444K +8,340 +161%
CWC
236
Carolinas Wealth Consulting
North Carolina
$710K +$224K +4,204 +47%
CIP
237
Capital Insight Partners
Arizona
$691K +$680K +12,759 New
Citigroup
238
Citigroup
New York
$680K -$413K -7,761 -38%
TI
239
tru Independence
Oregon
$672K -$57.2K -1,074 -8%
NC
240
NewSquare Capital
Pennsylvania
$671K +$32.2K +605 +5%
AA
241
Ancora Advisors
Ohio
$669K -$79.9K -1,500 -11%
BCM
242
Brookstone Capital Management
Illinois
$667K
Northern Trust
243
Northern Trust
Illinois
$660K +$22.7M +425,360 +54%
VCM
244
Versant Capital Management
Arizona
$645K -$24.9K -467 -4%
PP
245
PrairieView Partners
Minnesota
$635K -$2.02K -38 -0.3%
OA
246
Oxbow Advisors
Texas
$621K -$27.1K -509 -4%
MIM
247
Moseley Investment Management
Florida
$621K +$226K +4,247 +59%
GIM
248
Greenwich Investment Management
Connecticut
$611K -$528K -9,918 -47%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$604K -$831K -15,598 -58%
IF
250
IRON Financial
Illinois
$603K +$7.51K +141 +1%