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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
326
Hohimer Wealth Management
Washington
$932K +$623K +11,300 +203%
SEP
327
Southland Equity Partners
Missouri
$930K +$50.5K +917 +6%
PA
328
Pinnacle Associates
New York
$927K +$292K +5,301 +46%
DL
329
DOHJ LLC
Washington
$922K +$882 +16 +0.1%
KF
330
Krilogy Financial
Missouri
$904K +$251K +4,553 +39%
DAS
331
Dynamic Advisor Solutions
Arizona
$894K +$88.4K +1,604 +11%
PWM
332
Perigon Wealth Management
California
$880K +$93.1K +1,689 +12%
OCM
333
One Capital Management
California
$880K +$877K +15,923 New
CST
334
Charles Schwab Trust
Nevada
$875K +$12K +218 +1%
HR
335
Howe & Rusling
New York
$869K -$89.8K -1,629 -9%
PP
336
Patron Partners
Texas
$865K +$494K +8,967 +134%
Prudential Financial
337
Prudential Financial
New Jersey
$863K +$247K +4,487 +40%
HIGP
338
Hill Investment Group Partners
Missouri
$844K +$841K +15,270 New
LL
339
LPWM LLC
Minnesota
$841K -$12.4K -225 -1%
WHG
340
Westwood Holdings Group
Texas
$838K +$306K +5,550 +58%
CFMC
341
Curbstone Financial Management Corp
New Hampshire
$835K +$124K +2,250 +18%
PWMAG
342
Pinnacle Wealth Management Advisory Group
New Jersey
$835K +$292K +5,301 +54%
WWM
343
Windsor Wealth Management
Indiana
$832K +$82.5K +1,498 +11%
BL
344
BFSG LLC
California
$827K
EH
345
Equitable Holdings
New York
$822K +$45.4K +824 +6%
HSA
346
HBK Sorce Advisory
Pennsylvania
$817K +$17.5K +318 +2%
MCM
347
McMillion Capital Management
North Carolina
$810K -$151K -2,740 -16%
AP
348
Adero Partners
California
$810K +$210K +3,811 +35%
5L
349
55I LLC
Massachusetts
$801K +$390K +7,087 +96%
CWS
350
Cypress Wealth Services
California
$794K -$300K -5,443 -27%