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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
451
Foster Victor Wealth Advisors
South Carolina
$320K +$19.6K +357 +7%
PWMG
452
Prestige Wealth Management Group
New Jersey
$318K +$316K +5,755 +8,221%
WCWM
453
Willow Creek Wealth Management
California
$317K +$16.9K +308 +6%
SWPG
454
Strategic Wealth Partners Group
Illinois
$314K -$68.7K -1,250 -18%
BJL
455
Brighton Jones LLC
Washington
$305K +$19.5K +355 +7%
T
456
TRUADVICE
Florida
$305K +$80K +1,456 +36%
HWM
457
Hohimer Wealth Management
Washington
$304K +$80.1K +1,458 +36%
WLIM
458
White Lighthouse Investment Management
Massachusetts
$301K +$44K +800 +17%
MMA
459
Miracle Mile Advisors
California
$296K
BRWA
460
B. Riley Wealth Advisors
Florida
$295K +$296K +5,391 New
JIR
461
James Investment Research
Ohio
$292K -$226K -4,115 -44%
EFS
462
Essex Financial Services
Connecticut
$286K
DWT
463
Dorsey & Whitney Trust
South Dakota
$285K
CBOR
464
Community Bank of Raymore
Missouri
$276K +$278K +5,059 New
XF
465
XML Financial
Maryland
$273K -$4.72K -86 -2%
BIA
466
Bigelow Investment Advisors
Maine
$273K
KCM
467
Kanawha Capital Management
Virginia
$273K
TPCW
468
TD Private Client Wealth
New York
$270K +$185K +3,364 +213%
FHC
469
First Heartland Consultants
Missouri
$267K
IA
470
IFG Advisory
Georgia
$265K -$151K -2,750 -36%
RWM
471
Ritholtz Wealth Management
New York
$262K +$769 +14 +0.3%
PHIMC
472
Private Harbour Investment Management & Counsel
Ohio
$261K
EA
473
Evergreen Advisors
Tennessee
$257K
PCM
474
Parsons Capital Management
Rhode Island
$256K +$44K +800 +21%
FSWA
475
Financial Synergies Wealth Advisors
Texas
$255K +$257K +4,671 New