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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
401
Vickerman Investment Advisors
Washington
$611K +$617K +11,150 New
PP
402
PDS Planning
Ohio
$608K +$2.05K +37 +0.3%
CFGS
403
Concourse Financial Group Securities
Alabama
$606K +$184K +3,322 +43%
HL
404
HeadInvest LLC
Maine
$602K
CAMG
405
CWA Asset Management Group
Florida
$579K -$43.1K -779 -7%
FNWM
406
Financial Network Wealth Management
Utah
$572K
HIS
407
Harvest Investment Services
Illinois
$572K +$43.6K +788 +8%
FA
408
Financial Advisors
Massachusetts
$566K
PCM
409
Parsons Capital Management
Rhode Island
$558K +$190K +3,440 +51%
AIP
410
Ameritas Investment Partners
Nebraska
$557K +$79.9K +1,445 +17%
MW
411
Marcum Wealth
Ohio
$555K +$115K +2,088 +26%
BP
412
Ballentine Partners
Massachusetts
$553K
PW
413
Peninsula Wealth
California
$552K +$557K +10,078 New
USCWA
414
U.S. Capital Wealth Advisors
Texas
$538K +$543K +9,818 New
OIA
415
OneDigital Investment Advisors
Kansas
$530K +$535K +9,677 New
AAP
416
Arax Advisory Partners
Colorado
$527K +$4.48K +81 +0.8%
Fisher Asset Management
417
Fisher Asset Management
Washington
$526K -$3.76K -68 -0.7%
CYG
418
Clean Yield Group
Vermont
$526K
HFAS
419
Hummer Financial Advisory Services
Illinois
$526K
WS
420
Wedbush Securities
California
$518K +$78.7K +1,423 +18%
UA
421
Unison Advisors
District of Columbia
$517K +$2.05K +37 +0.4%
SWA
422
SOA Wealth Advisors
New York
$514K -$162K -2,933 -24%
Lido Advisors
423
Lido Advisors
California
$506K +$294K +5,316 +135%
PFO
424
Pathstone Family Office
New Jersey
$497K +$502K +9,071 New
RWP
425
Ridgecrest Wealth Partners
California
$492K +$497K +8,985 New