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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FPIS
301
Financial Planning & Information Services
Wisconsin
$252K
NP
302
NorthRock Partners
Minnesota
$250K +$535 +10 +0.2%
SWP
303
Stratos Wealth Partners
Ohio
$249K -$7.55K -141 -3%
FHA
304
Flagship Harbor Advisors
Massachusetts
$246K +$109K +2,043 +80%
Brown Advisory
305
Brown Advisory
Maryland
$244K
WS
306
Wedbush Securities
California
$244K +$244K +4,555 New
CA
307
Cetera Advisors
Colorado
$242K +$27.2K +509 +13%
PWM
308
Perigon Wealth Management
California
$242K +$241K +4,500 New
V
309
Veritable
Delaware
$241K
WTC
310
WhitTier Trust Company
Nevada
$241K
CBFP
311
Cedar Brook Financial Partners
Ohio
$239K +$239K +4,467 New
JWCA
312
J.W. Cole Advisors
Florida
$232K +$232K +4,332 New
IWM
313
IHT Wealth Management
Illinois
$229K +$229K +4,277 New
CL
314
CPWM LLC
Washington
$228K +$11.6K +217 +5%
PAS
315
Park Avenue Securities
New York
$227K +$227K +4,240 New
AWS
316
AJ Wealth Strategies
New York
$226K +$107 +2 +0%
FAN
317
Financial Advisors Network
California
$225K
SLA
318
Silver Lake Advisory
Utah
$225K +$1.66K +31 +0.7%
DMC
319
Drexel Morgan & Co
Pennsylvania
$224K
RWRC
320
R.W. Roge & Company
New York
$223K +$222K +4,150 New
TLP
321
Trinity Legacy Partners
Texas
$218K +$1.23K +23 +0.6%
Thrivent Financial for Lutherans
322
Thrivent Financial for Lutherans
Minnesota
$216K
PMFA
323
Plante Moran Financial Advisors
Michigan
$214K
IA
324
IFP Advisors
Florida
$207K +$8.83K +165 +4%
FHC
325
First Heartland Consultants
Missouri
$206K +$2.52K +47 +1%