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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SS
301
Simplicity Solutions
Minnesota
$731K -$334K -6,115 -32%
EH
302
Equitable Holdings
New York
$722K +$84.7K +1,551 +13%
IWM
303
IHT Wealth Management
Illinois
$715K +$156K +2,861 +28%
HR
304
Howe & Rusling
New York
$714K +$5.73K +105 +0.8%
WIA
305
World Investment Advisors
California
$707K +$306K +5,601 +78%
ATC
306
Argent Trust Co
Tennessee
$706K
JFA
307
Johanson Financial Advisors
California
$705K +$177K +3,242 +34%
SWA
308
SOA Wealth Advisors
New York
$705K +$693K +12,701 New
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$697K +$5.9K +108 +0.9%
SWP
310
Stratos Wealth Partners
Ohio
$695K -$169K -3,095 -20%
FPIS
311
Financial Planning & Information Services
Wisconsin
$693K +$140K +2,562 +26%
AA
312
Ancora Advisors
Ohio
$682K
NFG
313
Next Financial Group
Texas
$673K +$5.29K +97 +0.8%
FHA
314
Flagship Harbor Advisors
Massachusetts
$670K +$218 +4 +0%
TFA
315
Trinity Financial Advisors
Ohio
$663K +$656K +12,017 New
PEA
316
Pacific Edge Advisors
California
$658K +$119K +2,180 +22%
PP
317
PrairieView Partners
Minnesota
$645K -$2.13K -39 -0.3%
CST
318
Charles Schwab Trust
Nevada
$643K +$27.8K +509 +5%
KF
319
Krilogy Financial
Missouri
$633K +$38.2K +700 +7%
HWM
320
Howard Wealth Management
Connecticut
$626K +$620K +11,351 New
WHG
321
Westwood Holdings Group
Texas
$619K +$65K +1,191 +12%
TCWA
322
Ten Capital Wealth Advisors
Washington
$615K
VCM
323
Versant Capital Management
Arizona
$614K -$43.9K -805 -7%
MWA
324
Martel Wealth Advisors
Washington
$612K -$164K -2,997 -21%
Mariner
325
Mariner
Kansas
$610K +$603K +11,050 New