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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
351
Highline Wealth Partners
California
$2.2M -$1.76K -35 -0.1%
CWM
352
Centurion Wealth Management
Virginia
$2.2M +$738K +14,697 +51%
DP
353
Denver PWM
Colorado
$2.18M +$316K +6,296 +17%
UCFA
354
United Capital Financial Advisors
Texas
$2.17M -$6.76M -134,574 -76%
SF
355
Summit Financial
New Jersey
$2.15M -$1.75M -34,902 -45%
BFA
356
Beaumont Financial Advisors
Massachusetts
$2.12M -$718K -14,294 -25%
BC
357
Brio Consultants
California
$2.1M +$104K +2,069 +5%
CCFCSB
358
Cape Cod Five Cents Savings Bank
Massachusetts
$2.1M -$43.4K -865 -2%
FCH
359
Freestone Capital Holdings
Washington
$2.1M -$241K -4,806 -10%
WP
360
WealthShield Partners
North Carolina
$2.09M +$408K +8,126 +24%
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$2.09M +$453K +9,032 +28%
Prudential Financial
362
Prudential Financial
New Jersey
$2.09M +$38.6K +768 +2%
AWM
363
Accurate Wealth Management
Florida
$2.06M -$10.7K -214 -0.5%
UW
364
Unique Wealth
Florida
$2.05M +$1.18M +23,525 +139%
WCM
365
Windham Capital Management
Massachusetts
$2.05M +$2.03M +40,414 New
GAG
366
Goodman Advisory Group
Massachusetts
$2.03M +$585K +11,644 +41%
FCIM
367
Fairview Capital Investment Management
California
$2.03M
AP
368
Americana Partners
Texas
$2.01M +$982K +19,572 +97%
CAAM
369
Cornerstone Advisors Asset Management
Pennsylvania
$2.01M +$1.35K +27 +0.1%
RZH
370
Relyea Zuckerberg Hanson
Connecticut
$1.98M +$404K +8,057 +26%
GRP
371
Global Retirement Partners
California
$1.97M +$1.26M +25,047 +178%
EWA
372
Evolution Wealth Advisors
Florida
$1.97M
SFG
373
Snider Financial Group
Washington
$1.97M -$142K -2,824 -7%
SWA
374
Stratos Wealth Advisors
Ohio
$1.97M +$240K +4,789 +14%
IWM
375
IHT Wealth Management
Illinois
$1.96M +$321K +6,387 +20%