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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
276
Patriot Investment Management Group
Tennessee
$5.08M +$504K +10,076 +11%
AWM
277
Apollon Wealth Management
South Carolina
$5.08M -$475K -9,486 -9%
SFA
278
Source Financial Advisors
New York
$4.96M -$8.26M -165,139 -63%
VAF
279
Values Added Financial
District of Columbia
$4.94M +$116K +2,328 +2%
DWM
280
Dynasty Wealth Management
Florida
$4.93M +$704K +14,067 +17%
MWP
281
Meridian Wealth Partners
Pennsylvania
$4.9M +$1.8M +35,939 +58%
EPA
282
Element Pointe Advisors
Florida
$4.87M -$174K -3,472 -3%
PAS
283
Park Avenue Securities
New York
$4.84M +$275K +5,493 +6%
CFA
284
Capstone Financial Advisors
Illinois
$4.82M -$51.2K -1,023 -1%
BWA
285
Burt Wealth Advisors
Maryland
$4.82M -$216K -4,316 -4%
MFG
286
Merit Financial Group
Georgia
$4.8M +$1.15M +22,978 +32%
SCA
287
Stonebridge Capital Advisors
Minnesota
$4.8M +$898K +17,950 +23%
MFA
288
Mayflower Financial Advisors
Massachusetts
$4.8M +$293K +5,855 +7%
HDIM
289
Hanson & Doremus Investment Management
Vermont
$4.75M -$40M -798,776 -89%
AAS
290
Avantax Advisory Services
Texas
$4.73M +$586K +11,706 +14%
KLI
291
Kelman-Lazarov Inc
Tennessee
$4.71M -$29.8K -596 -0.6%
NL
292
NWAM LLC
Washington
$4.7M +$178K +3,561 +4%
SPC
293
Spirepoint Private Client
Florida
$4.68M +$4.67M +93,423 New
SAM
294
SP Asset Management
California
$4.68M -$661K -13,212 -12%
PJSIMP
295
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.67M +$152K +3,037 +3%
LA
296
LVW Advisors
New York
$4.66M +$259K +5,170 +6%
OWA
297
Opal Wealth Advisors
New York
$4.58M -$752K -15,027 -14%
TCM
298
TD Capital Management
Tennessee
$4.57M -$328K -6,564 -7%
YCG
299
Yeomans Consulting Group
Georgia
$4.57M +$97.1K +1,941 +2%
VT
300
Vise Technologies
New York
$4.56M +$942K +18,833 +26%