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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
401
Fort Point Capital Partners
California
$386K
SWPG
402
Strategic Wealth Partners Group
Illinois
$386K
IAIM
403
International Assets Investment Management
Florida
$382K +$33.8K +620 +10%
WMA
404
Wealth Management Associates
New Jersey
$380K
PWM
405
Paulson Wealth Management
Illinois
$378K -$23K -422 -6%
WAP
406
Wealthcare Advisory Partners
Pennsylvania
$373K +$12.8K +234 +4%
DADC
407
D.A. Davidson & Co
Montana
$371K +$40.9K +750 +13%
PWMAG
408
Pinnacle Wealth Management Advisory Group
New Jersey
$368K -$110K -2,015 -23%
TGAM
409
TBH Global Asset Management
Tennessee
$367K
CFGS
410
Concourse Financial Group Securities
Alabama
$367K +$210K +3,847 +137%
TFS
411
TrustCore Financial Services
Tennessee
$358K +$91.7K +1,680 +35%
APA
412
American Portfolios Advisors
New York
$356K -$19.3K -354 -5%
LFAS
413
Level Four Advisory Services
Texas
$351K +$2.24K +41 +0.6%
VWA
414
V Wealth Advisors
Kansas
$351K +$347K +6,357 New
HW
415
Hamilton Wealth
California
$344K -$5.73K -105 -2%
HKIM
416
Hayek Kallen Investment Management
Alabama
$337K +$333K +6,100 New
BCM
417
Brasada Capital Management
Texas
$336K -$281K -5,150 -46%
FI
418
FormulaFolio Investments
Michigan
$332K +$328K +6,015 New
TI
419
Tidal Investments
Wisconsin
$331K +$109K +2,000 +50%
KTA
420
Keeley-Teton Advisors
Illinois
$331K +$328K +6,006 New
GWMIA
421
Global Wealth Management Investment Advisory
Florida
$322K
MAM
422
MMA Asset Management
Pennsylvania
$322K +$319K +5,841 New
CA
423
Calton & Associates
Florida
$310K
TA
424
Trellis Advisors
Washington
$306K +$302K +5,537 New
PCG
425
Private Capital Group
Connecticut
$304K