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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
301
Pinnacle Wealth Management Advisory Group
New Jersey
$1.55M +$649K +11,846 +72%
FAIM
302
Financial Advocates Investment Management
Washington
$1.53M +$274 +5 +0%
CFO
303
Collective Family Office
Pennsylvania
$1.52M +$325K +5,937 +27%
Avantax Advisory Services
304
Avantax Advisory Services
Texas
$1.52M -$105K -1,915 -6%
APA
305
American Portfolios Advisors
New York
$1.51M +$710K +12,964 +89%
CWC
306
Carolinas Wealth Consulting
North Carolina
$1.51M -$29.2K -533 -2%
Alesco Advisors
307
Alesco Advisors
New York
$1.5M -$76.7K -1,400 -5%
Integrated Wealth Concepts
308
Integrated Wealth Concepts
Massachusetts
$1.5M -$1.63M -29,824 -52%
MA
309
Mangham Associates
Virginia
$1.49M – – –
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$1.48M +$42.9K +782 +3%
NewEdge Advisors
311
NewEdge Advisors
Louisiana
$1.48M +$716K +13,058 +95%
SWM
312
Scissortail Wealth Management
Oklahoma
$1.45M +$1.45M +26,442 New
VC
313
Veery Capital
Delaware
$1.45M +$3.01K +55 +0.2%
BB
314
Bell Bank
North Dakota
$1.44M – – –
GSWM
315
Greenup Street Wealth Management
Michigan
$1.43M +$1.43M +26,025 New
FCIM
316
Fairview Capital Investment Management
California
$1.41M +$1.15K +21 +0.1%
Betterment LLC
317
Betterment LLC
New York
$1.4M +$70.5K +1,287 +5%
TWM
318
Thrive Wealth Management
Pennsylvania
$1.4M +$1.39M +25,414 New
EP Wealth Advisors
319
EP Wealth Advisors
California
$1.39M +$159K +2,909 +13%
Csenge Advisory Group
320
Csenge Advisory Group
Florida
$1.39M -$299K -5,454 -18%
HIGP
321
Hill Investment Group Partners
Missouri
$1.39M +$61.5K +1,123 +5%
Millennium Management
322
Millennium Management
New York
$1.38M -$4.42M -80,703 -76%
WWM
323
Windsor Wealth Management
Indiana
$1.37M +$475K +8,669 +53%
ML
324
McAdam LLC
Pennsylvania
$1.36M +$60.3K +1,101 +5%
Nomura Asset Management
325
Nomura Asset Management
Japan
$1.35M +$1.35M +24,660 New