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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
251
Personal Wealth Partners
Minnesota
$395K
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$393K +$393K +7,349 New
AIP
253
Ameritas Investment Partners
Nebraska
$383K +$161K +3,004 +72%
CWC
254
Carolinas Wealth Consulting
North Carolina
$382K +$383K +7,158 New
KA
255
Klingman & Associates
New York
$376K
FPCP
256
Fort Point Capital Partners
California
$375K
SWPG
257
Strategic Wealth Partners Group
Illinois
$375K +$375K +7,000 New
BlackRock
258
BlackRock
New York
$370K +$109K +2,041 +42%
AIP
259
Almanack Investment Partners
Pennsylvania
$367K
PCMC
260
Paragon Capital Management (Colorado)
Colorado
$363K +$363K +6,788 New
CAC
261
Certified Advisory Corp
Florida
$359K
FIM
262
Frontier Investment Management
Texas
$347K -$38.3K -716 -10%
OIA
263
OneDigital Investment Advisors
Kansas
$342K +$2.89K +54 +0.9%
MAS
264
Managed Account Services
Florida
$342K +$339K +6,336 New
VA
265
Valmark Advisers
Ohio
$337K +$337K +6,289 New
CM
266
Columbus Macro
Pennsylvania
$336K -$14.3K -268 -4%
BJL
267
Brighton Jones LLC
Washington
$330K +$2.41K +45 +0.7%
BL
268
BFSG LLC
California
$326K +$24.9K +465 +8%
RWM
269
RKL Wealth Management
Pennsylvania
$321K -$20.8K -389 -6%
ATPW
270
Ashton Thomas Private Wealth
Arizona
$315K -$236K -4,408 -43%
APP
271
Avantax Planning Partners
Iowa
$315K +$315K +5,891 New
William Blair & Company
272
William Blair & Company
Illinois
$314K +$76.3K +1,426 +32%
MG
273
MilWealth Group
Wisconsin
$311K
BDF
274
Black Diamond Financial
Maryland
$309K +$2.35K +44 +0.8%
LWM
275
Laidlaw Wealth Management
New York
$309K +$309K +5,778 New