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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
326
Burt Wealth Advisors
Maryland
$2.49M -$42.3K -843 -2%
FLA
327
Financial Life Advisors
Texas
$2.47M +$433K +8,632 +22%
DAS
328
Dynamic Advisor Solutions
Arizona
$2.46M -$310K -6,172 -11%
BWL
329
Beacon Wealthcare LLC
North Carolina
$2.45M +$319K +6,352 +15%
AL
330
ADE LLC
Maryland
$2.43M +$602 +12 +0%
LCM
331
Liberty Capital Management
Michigan
$2.41M -$427K -8,505 -15%
BC
332
Bartlett & Co
Ohio
$2.4M -$230K -4,589 -9%
BCWM
333
Bartlett & Co Wealth Management
Ohio
$2.4M -$230K -4,589 -9%
CCM
334
Crabel Capital Management
California
$2.39M -$400K -7,967 -14%
CFB
335
Cullen/Frost Bankers
Texas
$2.39M -$11M -218,885 -82%
FCG
336
Financial Connections Group
California
$2.39M +$2.27M +45,212 +2,390%
MWM
337
McNaughton Wealth Management
California
$2.37M +$29.4K +585 +1%
VNA
338
Valley National Advisers
Pennsylvania
$2.36M -$209K -4,164 -8%
GWM
339
Grand Wealth Management
Michigan
$2.35M +$92.9K +1,850 +4%
CPIG
340
Chicago Partners Investment Group
Illinois
$2.33M +$18.4K +367 +0.8%
NG
341
Northstar Group
New York
$2.32M +$1K +20 +0%
PFA
342
Pure Financial Advisors
California
$2.31M +$133K +2,649 +6%
RFO
343
RiverGlades Family Offices
Florida
$2.31M -$264K -5,250 -10%
ORC
344
O'Rourke & Company
Massachusetts
$2.3M +$8.33K +166 +0.4%
NAM
345
NorthCrest Asset Manangement
Minnesota
$2.27M +$2.25M +44,888 New
NDSI
346
Newman Dignan & Sheerar Inc
Rhode Island
$2.27M +$1.14M +22,697 +102%
DC
347
Davenport & Co
Virginia
$2.27M +$448K +8,925 +25%
BCG
348
Breakwater Capital Group
New Jersey
$2.25M +$421K +8,378 +23%
CA
349
Continuum Advisory
Idaho
$2.25M +$98.5K +1,963 +5%
EPM
350
Elm Partners Management
Pennsylvania
$2.24M +$2.22M +44,189 New