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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
$5.16M +$1.43M +29,205 +38%
ASN
302
Advisory Services Network
Georgia
$5.13M +$1.1M +22,594 +27%
JFA
303
JNBA Financial Advisors
Minnesota
$5.11M -$742K -15,183 -13%
VFP
304
Vested Financial Planning
California
$5.07M +$869K +17,786 +21%
WPW
305
Watershed Private Wealth
Illinois
$5.03M +$869K +17,779 +21%
AAS
306
Avantax Advisory Services
Texas
$5.01M -$3.27M -66,907 -40%
PCMC
307
Paragon Capital Management (Colorado)
Colorado
$5.01M -$474K -9,707 -9%
GWS
308
Glassman Wealth Services
Virginia
$4.97M -$2.07M -42,418 -30%
BEI
309
Benjamin Edwards Inc
Missouri
$4.93M +$495K +10,141 +11%
MCM
310
MAI Capital Management
Ohio
$4.88M -$113K -2,313 -2%
KF
311
K2 Financial
California
$4.86M +$950K +19,455 +24%
RFP
312
RCS Financial Planning
Maryland
$4.84M +$1.96M +40,087 +68%
EPA
313
Element Pointe Advisors
Florida
$4.84M +$21.8K +447 +0.5%
Susquehanna International Group
314
Susquehanna International Group
Pennsylvania
$4.83M -$32.6M -666,752 -87%
DC
315
Davenport & Co
Virginia
$4.79M +$507K +10,388 +12%
CIA
316
Concurrent Investment Advisors
Florida
$4.76M +$940K +19,240 +25%
MF
317
Manuka Financial
Virginia
$4.72M -$29.7K -608 -0.6%
SWM
318
SigFig Wealth Management
California
$4.7M -$1.71M -35,000 -27%
OFP
319
OLIO Financial Planning
Virginia
$4.68M +$1.33M +27,192 +40%
BNP Paribas Financial Markets
320
BNP Paribas Financial Markets
France
$4.67M +$3.09M +63,298 +198%
MLA
321
My Legacy Advisors
Oregon
$4.66M +$1.09M +22,231 +30%
WA
322
Wealth Alliance
New York
$4.64M +$37.6K +769 +0.8%
BA
323
Bristlecone Advisors
Washington
$4.62M -$1.72M -35,200 -27%
EWA
324
Exencial Wealth Advisors
Oklahoma
$4.6M +$1.12M +22,872 +32%
RIA
325
Retirement Investment Advisors
Oklahoma
$4.57M -$101K -2,067 -2%