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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SS
226
Simplicity Solutions
Minnesota
$1.05M +$650K +11,914 +160%
CWM
227
Cahaba Wealth Management
Georgia
$1.05M +$153K +2,797 +17%
CP
228
Corbenic Partners
Pennsylvania
$1.03M +$5.68K +104 +0.6%
JSA
229
Jacobson & Schmitt Advisors
Wisconsin
$1.03M +$759K +13,903 +278%
MCM
230
McMillion Capital Management
North Carolina
$1.02M +$1.02M +18,750 New
BP
231
Ballentine Partners
Massachusetts
$984K +$987K +18,082 New
SW
232
StrongBox Wealth
Missouri
$971K +$162K +2,970 +20%
HSWM
233
Hubbell Strickland Wealth Management
Louisiana
$970K -$19.6K -360 -2%
FSG
234
Financial Strategies Group
Michigan
$968K +$234K +4,280 +32%
Betterment LLC
235
Betterment LLC
New York
$967K -$19.4K -355 -2%
FA
236
FC Advisory
Pennsylvania
$964K +$16.3K +298 +2%
PPA
237
Parametric Portfolio Associates
Washington
$952K +$954K +17,478 New
PA
238
Paracle Advisors
Washington
$925K -$147K -2,689 -14%
NC
239
NewSquare Capital
Pennsylvania
$925K +$251K +4,590 +37%
Luther King Capital Management (LKCM)
240
Luther King Capital Management (LKCM)
Texas
$913K
VAM
241
Verity Asset Management
North Carolina
$908K -$36.2K -664 -4%
FAAS
242
First Allied Advisory Services
California
$908K +$149K +2,737 +20%
Northern Trust
243
Northern Trust
Illinois
$892K +$22.9M +419,504 +34%
BDF
244
Black Diamond Financial
Maryland
$889K -$18K -330 -2%
TCBWMS
245
Texas Capital Bank Wealth Management Services
Texas
$880K -$116K -2,133 -12%
DL
246
DOHJ LLC
Washington
$877K -$45.4K -832 -5%
AF
247
Affiance Financial
Minnesota
$872K +$267K +4,883 +44%
SBSB
248
Sullivan, Bruyette, Speros & Blaney
Virginia
$868K +$982 +18 +0.1%
SPC
249
Sigma Planning Corp
Michigan
$862K +$109K +2,001 +14%
MWA
250
Moser Wealth Advisors
Washington
$860K