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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
351
VSM Wealth Advisory
Maryland
$4.2M +$4.24M +83,828 New
TCM
352
TD Capital Management
Tennessee
$4.2M -$766K -15,151 -15%
SC
353
Sepio Capital
Utah
$4.17M -$355K -7,013 -8%
LIA
354
LifePlan Investment Advisors
North Carolina
$4.17M +$913K +18,058 +28%
FGG
355
Financial Guidance Group
Florida
$4.08M -$331K -6,543 -7%
CTWM
356
Cherry Tree Wealth Management
Minnesota
$4.01M +$218K +4,311 +6%
DC
357
Davenport & Co
Virginia
$3.97M +$112K +2,223 +3%
IWM
358
IHT Wealth Management
Illinois
$3.96M -$1.2M -23,763 -23%
MWM
359
McNaughton Wealth Management
California
$3.93M -$86.1K -1,703 -2%
AIM
360
Advyzon Investment Management
Illinois
$3.91M +$3.94M +78,003 New
GWA
361
Gutierrez Wealth Advisory
Arkansas
$3.91M +$3.94M +78,000 New
ASN
362
Advisory Services Network
Georgia
$3.89M -$153K -3,020 -4%
CAWM
363
Capital Advisors Wealth Management
Washington
$3.88M +$827K +16,349 +27%
SWA
364
Stratos Wealth Advisors
Ohio
$3.85M +$88.9K +1,759 +2%
William Blair & Company
365
William Blair & Company
Illinois
$3.84M +$36.7K +726 +1%
WA
366
WBH Advisory
Maryland
$3.81M +$965K +19,082 +34%
Thrivent Financial for Lutherans
367
Thrivent Financial for Lutherans
Minnesota
$3.8M -$524K -10,367 -12%
BAAM
368
Baker Avenue Asset Management
California
$3.8M +$111K +2,205 +3%
CIA
369
Concurrent Investment Advisors
Florida
$3.79M -$320K -6,329 -8%
SCM
370
Steele Capital Management
Iowa
$3.78M +$2.54M +50,200 +200%
PA
371
Pinnacle Associates
New York
$3.76M +$940K +18,589 +33%
GSIS
372
Global Strategic Investment Solutions
Arizona
$3.71M +$1.64M +32,394 +78%
SCTC
373
Sanibel Captiva Trust Company
Florida
$3.71M +$1.01M +19,881 +37%
PWMAG
374
Pinnacle Wealth Management Advisory Group
New Jersey
$3.71M +$166K +3,278 +5%
Fisher Asset Management
375
Fisher Asset Management
Washington
$3.68M +$1.34M +26,531 +57%