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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
476
Sage Mountain Advisors
Georgia
$254K
DWM
477
Doyle Wealth Management
Florida
$254K +$255K +4,643 New
HI
478
Hudock Inc
Pennsylvania
$253K +$165 +3 +0.1%
RWM
479
RKL Wealth Management
Pennsylvania
$252K -$989 -18 -0.4%
SCA
480
Snowden Capital Advisors
New York
$251K +$252K +4,590 New
Brown Advisory
481
Brown Advisory
Maryland
$249K
PJSIMP
482
P.J. Schmidt Investment Management (PJS)
Wisconsin
$239K +$238K +4,335 New
KWM
483
Kingsview Wealth Management
Oregon
$238K +$220 +4 +0.1%
SLA
484
Silver Lake Advisory
Utah
$235K +$714 +13 +0.3%
KA
485
Kovack Advisors
Florida
$230K +$604 +11 +0.3%
DMC
486
Drexel Morgan & Co
Pennsylvania
$229K
MWM
487
Meridian Wealth Management
Kentucky
$224K
CBFP
488
Cedar Brook Financial Partners
Ohio
$223K +$1.1K +20 +0.5%
HF
489
HRT Financial
New York
$221K +$223K +4,057 New
RVPG
490
Relative Value Partners Group
$219K +$440 +8 +0.2%
AWA
491
ARS Wealth Advisors
Florida
$219K +$220K +4,000 New
CSPIA
492
Cary Street Partners Investment Advisory
Virginia
$219K +$220K +4,003 New
PFGIA
493
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$38.5K +701 +21%
WP
494
WealthPLAN Partners
Nebraska
$216K +$216K +3,936 New
Wealth Enhancement Advisory Services
495
Wealth Enhancement Advisory Services
Minnesota
$216K +$217K +3,941 New
JAG
496
Journey Advisory Group
Kentucky
$215K
DI
497
Diligent Investors
California
$214K +$110 +2 +0.1%
BC
498
Burney Company
Virginia
$207K +$209K +3,795 New
JFGIW
499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$206K +$207K +3,775 New
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$188K +$189K +3,444 New