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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Pinnacle Associates
326
Pinnacle Associates
New York
$5.09M +$180K +3,571 +4%
BNP Paribas Financial Markets
327
BNP Paribas Financial Markets
France
$5.08M +$5.14M +101,794 +484,733%
Diversify Wealth Management
328
Diversify Wealth Management
Utah
$5.08M +$1.7M +33,621 +50%
PWMAG
329
Pinnacle Wealth Management Advisory Group
New Jersey
$4.96M +$93.5K +1,852 +2%
Luther King Capital Management (LKCM)
330
Luther King Capital Management (LKCM)
Texas
$4.93M – – –
CFG
331
Certior Financial Group
Pennsylvania
$4.93M +$2.64M +52,328 +113%
STA
332
Shade Tree Advisors
New York
$4.93M -$146K -2,893 -3%
BMC
333
Bear Mountain Capital
Washington
$4.9M -$276K -5,474 -5%
EverSource Wealth Advisors
334
EverSource Wealth Advisors
Alabama
$4.84M -$236K -4,672 -5%
W
335
WealthCollab
Washington
$4.8M +$21.3K +422 +0.4%
SIG
336
Sargent Investment Group
Maryland
$4.79M -$635K -12,575 -12%
TGAM
337
TBH Global Asset Management
Tennessee
$4.79M +$214K +4,239 +5%
Advisory Services Network
338
Advisory Services Network
Georgia
$4.77M +$484K +9,576 +11%
Pinnacle Financial Partners (Georgia)
339
Pinnacle Financial Partners (Georgia)
Georgia
$4.73M -$2.53M -50,055 -35%
RFP
340
RCS Financial Planning
Maryland
$4.69M -$215K -4,258 -4%
VWM
341
Verus Wealth Management
Wisconsin
$4.67M -$665K -13,165 -12%
Avantax Planning Partners
342
Avantax Planning Partners
Iowa
$4.67M -$2.77M -54,890 -37%
TFA
343
TPG Financial Advisors
Oregon
$4.61M +$1.42M +28,124 +44%
GWS
344
Glassman Wealth Services
Virginia
$4.57M -$2.71M -53,631 -37%
AC
345
Asio Capital
Kentucky
$4.57M -$175K -3,475 -4%
CIBC Bancorp USA
346
CIBC Bancorp USA
Illinois
$4.57M +$4.63M +91,650 New
EPA
347
Element Pointe Advisors
Florida
$4.57M -$60.8K -1,205 -1%
BWM
348
BCGM Wealth Management
Indiana
$4.56M +$565K +11,195 +14%
CAAS
349
Capital Asset Advisory Services
Michigan
$4.56M +$785K +15,550 +21%
FA
350
Finhabits Advisors
New York
$4.55M +$16.1K +319 +0.4%