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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
501
Paragon Capital Management (Colorado)
Colorado
$1.07M -$1.1M -22,188 -50%
BF
502
Blankinship & Foster
California
$1.07M -$138K -2,776 -11%
FCH
503
Freestone Capital Holdings
Washington
$1.07M -$292K -5,900 -21%
FHA
504
Flagship Harbor Advisors
Massachusetts
$1.07M -$35.8K -722 -3%
FAT
505
First American Trust
California
$1.07M -$4.76K -96 -0.4%
MWA
506
Motive Wealth Advisors
Michigan
$1.07M +$190K +3,833 +21%
AF
507
Advisornet Financial
Minnesota
$1.06M -$21.5K -434 -2%
PP
508
Prosperity Planning
Missouri
$1.06M
FA
509
Fiducient Advisors
Illinois
$1.05M -$7.03K -142 -0.6%
WPW
510
Watershed Private Wealth
Illinois
$1.05M +$7.18K +145 +0.7%
EWM
511
EPG Wealth Management
Georgia
$1.04M -$97.7K -1,973 -8%
HF
512
HRT Financial
New York
$1.04M +$1.07M +21,603 New
Betterment LLC
513
Betterment LLC
New York
$1.04M -$254K -5,125 -19%
CPP
514
Capasso Planning Partners
South Carolina
$1.04M -$622K -12,550 -37%
DWM
515
Drive Wealth Management
Utah
$1.03M +$725K +14,629 +215%
SFA
516
Souders Financial Advisors
Ohio
$1.02M +$298K +6,015 +40%
SAM
517
S.A. Mason
Michigan
$1.02M
HFS
518
Heritage Financial Services
Massachusetts
$1.01M
WAL
519
W Advisors LLC
Tennessee
$1.01M +$1.04M +21,010 New
TWM
520
TriaGen Wealth Management
California
$1.01M
PTC
521
Private Trust Company
Ohio
$998K +$842K +17,005 +455%
WP
522
WealthShield Partners
North Carolina
$992K -$985K -19,879 -49%
HR
523
Howe & Rusling
New York
$981K -$20.5K -413 -2%
VAF
524
Values Added Financial
District of Columbia
$980K +$39.3K +794 +4%
BV
525
Boxwood Ventures
Illinois
$980K