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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
326
Janney Montgomery Scott
Pennsylvania
$419K +$90.1K +1,651 +27%
BA
327
Bristlecone Advisors
Washington
$416K +$109K +1,990 +35%
MA
328
Mutual Advisors
Nebraska
$409K -$30.5K -559 -7%
BOPW
329
Brandywine Oak Private Wealth
Pennsylvania
$407K
AFAS
330
Acorn Financial Advisory Services
Virginia
$407K +$408K +7,476 New
SAG
331
Spotlight Asset Group
Illinois
$406K
PWP
332
Personal Wealth Partners
Minnesota
$401K
SP
333
Successful Portfolios
Florida
$401K
EWA
334
EP Wealth Advisors
California
$397K +$398K +7,290 New
PWM
335
Paulson Wealth Management
Illinois
$396K -$22.7K -416 -5%
CM
336
Columbus Macro
Pennsylvania
$390K +$15.2K +279 +4%
WIA
337
World Investment Advisors
California
$389K -$12.7K -232 -3%
BWL
338
Bogart Wealth LLC
Virginia
$385K +$386K +7,070 +235,667%
FPCP
339
Fort Point Capital Partners
California
$381K
SWPG
340
Strategic Wealth Partners Group
Illinois
$381K
IA
341
IFP Advisors
Florida
$380K +$94.7K +1,736 +33%
WMA
342
Wealth Management Associates
New Jersey
$375K
APA
343
American Portfolios Advisors
New York
$370K +$111K +2,025 +42%
TGAM
344
TBH Global Asset Management
Tennessee
$362K
WAP
345
Wealthcare Advisory Partners
Pennsylvania
$355K -$5.29K -97 -1%
PW
346
Peninsula Wealth
California
$353K -$34.7K -635 -9%
PAS
347
Park Avenue Securities
New York
$351K +$39K +715 +12%
CAM
348
Cozad Asset Management
Illinois
$347K +$982 +18 +0.3%
5L
349
55I LLC
Massachusetts
$347K +$348K +6,373 New
HW
350
Hamilton Wealth
California
$345K