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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
326
Orser Capital Management
Texas
$1.01M +$1.02M +18,520 New
PWM
327
Perigon Wealth Management
California
$1.01M +$139K +2,522 +16%
PA
328
Pinnacle Associates
New York
$992K +$74.6K +1,349 +8%
PMG
329
ProVise Management Group
Florida
$977K +$475K +8,595 +93%
SCG
330
Sonata Capital Group
Washington
$975K
NRI
331
NFP Retirement Inc
California
$969K -$72.8K -1,316 -7%
FT
332
Fiduciary Trust
Massachusetts
$966K -$27.9K -505 -3%
SG
333
StoneX Group
New York
$944K +$3.76K +68 +0.4%
G
334
GenTrust
Florida
$932K +$941K +17,022 New
DAS
335
Dynamic Advisor Solutions
Arizona
$931K +$45.8K +828 +5%
SEP
336
Southland Equity Partners
Missouri
$921K
DL
337
DOHJ LLC
Washington
$916K +$4.92K +89 +0.5%
Prudential Financial
338
Prudential Financial
New Jersey
$913K +$53K +958 +6%
BOS
339
Bingham Osborn & Scarborough
California
$909K +$189K +3,420 +26%
HSA
340
HBK Sorce Advisory
Pennsylvania
$905K +$97.3K +1,760 +12%
PWMAG
341
Pinnacle Wealth Management Advisory Group
New Jersey
$901K +$74.6K +1,349 +9%
PP
342
Patron Partners
Texas
$897K +$40.7K +736 +5%
WWM
343
Windsor Wealth Management
Indiana
$893K +$71.1K +1,286 +9%
CST
344
Charles Schwab Trust
Nevada
$892K +$25.9K +468 +3%
CMBA
345
C.M. Bidwell & Associates
Hawaii
$891K +$163K +2,944 +22%
CWM
346
CMH Wealth Management
New Hampshire
$887K -$137K -2,473 -13%
AP
347
Adero Partners
California
$885K +$83.7K +1,513 +10%
NFG
348
Next Financial Group
Texas
$868K +$90.5K +1,636 +12%
KF
349
Krilogy Financial
Missouri
$861K -$34.4K -623 -4%
SLWA
350
San Luis Wealth Advisors
California
$839K +$847K +15,313 New