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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
276
Sigma Planning Corp
Michigan
$395K +$399K +7,460 New
PWP
277
Personal Wealth Partners
Minnesota
$390K
EWA
278
EP Wealth Advisors
California
$386K +$86K +1,606 +28%
IC
279
Intersect Capital
California
$385K +$134K +2,511 +53%
SWP
280
Stratos Wealth Partners
Ohio
$384K +$140K +2,615 +56%
MIM
281
Moseley Investment Management
Florida
$382K +$387K +7,219 New
1WA
282
180 Wealth Advisors
Washington
$379K -$45.4K -847 -10%
CAC
283
Certified Advisory Corp
Florida
$378K +$23.5K +438 +7%
FPCP
284
Fort Point Capital Partners
California
$370K -$428 -8 -0.1%
SWPG
285
Strategic Wealth Partners Group
Illinois
$370K
William Blair & Company
286
William Blair & Company
Illinois
$370K +$59.6K +1,114 +19%
CM
287
Columbus Macro
Pennsylvania
$365K +$33.7K +630 +10%
ML
288
McAdam LLC
Pennsylvania
$363K +$367K +6,857 New
PEA
289
Pacific Edge Advisors
California
$357K -$498K -9,300 -58%
MAS
290
Managed Account Services
Florida
$345K +$17.9K +335 +5%
FIM
291
Frontier Investment Management
Texas
$343K
Luther King Capital Management (LKCM)
292
Luther King Capital Management (LKCM)
Texas
$340K
HKIM
293
Hayek Kallen Investment Management
Alabama
$339K +$343K +6,400 New
HW
294
Hamilton Wealth
California
$335K -$64.3K -1,200 -16%
BJL
295
Brighton Jones LLC
Washington
$329K +$2.19K +41 +0.7%
FHA
296
Flagship Harbor Advisors
Massachusetts
$325K +$82.3K +1,537 +33%
WMA
297
Wealth Management Associates
New Jersey
$322K -$614K -11,463 -65%
BL
298
BFSG LLC
California
$322K
Janney Montgomery Scott
299
Janney Montgomery Scott
Pennsylvania
$320K -$70K -1,307 -18%
OIA
300
OneDigital Investment Advisors
Kansas
$320K -$18.4K -344 -5%