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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EH
326
Equitable Holdings
New York
$768K +$53.1K +967 +7%
TCBWMS
327
Texas Capital Bank Wealth Management Services
Texas
$761K +$171K +3,120 +29%
BCM
328
Blume Capital Management
California
$751K +$192K +3,500 +34%
WWM
329
Windsor Wealth Management
Indiana
$740K +$177K +3,223 +31%
OMC
330
Old Mission Capital
Illinois
$737K +$741K +13,486 New
FRA
331
Frank Rimerman Advisors
California
$733K
CWM
332
Cahaba Wealth Management
Georgia
$730K -$331K -6,022 -31%
IAIM
333
International Assets Investment Management
Florida
$726K +$346K +6,295 +91%
PEA
334
Pacific Edge Advisors
California
$723K +$71.4K +1,300 +11%
OAJ
335
Ogorek Anthony Joseph
New York
$717K -$9.89K -180 -1%
HI
336
Harbour Investments
Wisconsin
$705K +$709K +12,907 New
FIA
337
Foundations Investment Advisors
Arizona
$704K +$707K +12,863 New
CFMC
338
Curbstone Financial Management Corp
New Hampshire
$702K +$258K +4,700 +58%
ATC
339
Argent Trust Co
Tennessee
$699K
BA
340
Bristlecone Advisors
Washington
$698K +$247K +4,489 +54%
BOS
341
Bingham Osborn & Scarborough
California
$694K +$280K +5,089 +67%
HWM
342
Howard Wealth Management
Connecticut
$688K +$69K +1,255 +11%
BWFA
343
Baltimore-Washington Financial Advisors
Maryland
$687K +$301K +5,474 +77%
FPIS
344
Financial Planning & Information Services
Wisconsin
$686K
BCA
345
Berman Capital Advisors
Georgia
$674K +$475K +8,651 +234%
SWA
346
SOA Wealth Advisors
New York
$673K -$20.5K -373 -3%
IWM
347
IHT Wealth Management
Illinois
$666K -$41.7K -759 -6%
FHA
348
Flagship Harbor Advisors
Massachusetts
$658K -$5.55K -101 -0.8%
MWA
349
Martel Wealth Advisors
Washington
$654K +$41.7K +759 +7%
VCM
350
Vivaldi Capital Management
Illinois
$653K -$659K -11,987 -50%