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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
501
Vista Investment Management
Pennsylvania
$254K +$253K +4,600 New
OC
502
Oppenheimer & Co
New York
$254K +$254K +4,602 New
SCA
503
Snowden Capital Advisors
New York
$254K +$165 +3 +0.1%
Brown Advisory
504
Brown Advisory
Maryland
$252K
RC
505
Roundview Capital
New Jersey
$252K +$251K +4,554 New
JIR
506
James Investment Research
Ohio
$242K -$52.3K -950 -18%
KWM
507
Kingsview Wealth Management
Oregon
$241K +$275 +5 +0.1%
SLA
508
Silver Lake Advisory
Utah
$240K +$1.32K +24 +0.6%
LFAS
509
Level Four Advisory Services
Texas
$239K -$92.8K -1,684 -28%
Wealth Enhancement Advisory Services
510
Wealth Enhancement Advisory Services
Minnesota
$239K +$20K +363 +9%
DP
511
Denver PWM
Colorado
$238K +$237K +4,304 New
BW
512
Bison Wealth
Georgia
$236K -$400K -7,265 -63%
DMC
513
Drexel Morgan & Co
Pennsylvania
$232K
FAT
514
First American Trust
California
$227K +$226K +4,106 New
PFGIA
515
Patriot Financial Group Insurance Agency
Massachusetts
$226K +$5.45K +99 +2%
EWM
516
EPG Wealth Management
Georgia
$225K +$224K +4,073 New
WAM
517
WNY Asset Management
New York
$224K +$223K +4,049 New
RVPG
518
Relative Value Partners Group
$223K +$661 +12 +0.3%
PWMG
519
Pinnacle Wealth Management Group
Michigan
$221K +$220K +4,000 New
GG
520
Gofen & Glossberg
Illinois
$221K +$221K +4,005 New
WP
521
WealthPLAN Partners
Nebraska
$218K
JAG
522
Journey Advisory Group
Kentucky
$217K
DI
523
Diligent Investors
California
$217K +$165 +3 +0.1%
OWM
524
Opes Wealth Management
California
$217K +$216K +3,920 New
Lido Advisors
525
Lido Advisors
California
$217K +$216K +3,927 New