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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CBOR
551
Community Bank of Raymore
Missouri
$325K – – –
WC
552
Wealth CMT
New Jersey
$325K +$324K +5,911 New
DFC
553
DBK Financial Counsel
Ohio
$324K +$323K +5,900 New
PWMG
554
Prestige Wealth Management Group
New Jersey
$322K +$603 +11 +0.2%
RPG
555
Resource Planning Group
Georgia
$320K – – –
IF
556
IRON Financial
Illinois
$319K +$164 +3 +0.1%
SWPG
557
Strategic Wealth Partners Group
Illinois
$318K +$164 +3 +0.1%
OWM
558
Opes Wealth Management
California
$315K +$68.8K +1,255 +28%
EFS
559
Essex Financial Services
Connecticut
$312K +$25.1K +458 +9%
RC
560
Roundview Capital
New Jersey
$311K +$60.4K +1,103 +24%
Huntington National Bank
561
Huntington National Bank
Ohio
$309K – – –
SL
562
SWMG LLC
Texas
$304K -$98.3K -1,794 -24%
MAG
563
Mayfair Advisory Group
Alabama
$304K – – –
Badgley Phelps Wealth Managers
564
Badgley Phelps Wealth Managers
Washington
$302K -$109K -1,992 -27%
PIM
565
Progressive Investment Management
Oregon
$302K -$37.1K -677 -11%
ME
566
McIlrath & Eck
Washington
$302K +$96.3K +1,757 +47%
BCM
567
BTC Capital Management
Iowa
$300K +$299K +5,465 New
FSWA
568
Financial Synergies Wealth Advisors
Texas
$300K -$89.9K -1,641 -23%
PFGIA
569
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$74.5K +1,360 +33%
NCG
570
Newport Capital Group
New Jersey
$298K +$298K +5,433 New
AWM
571
Abound Wealth Management
Tennessee
$295K +$294K +5,371 New
Fort Washington Investment Advisors
572
Fort Washington Investment Advisors
Ohio
$288K – – –
First Merchants Corp
573
First Merchants Corp
Indiana
$288K +$68.5K +1,250 +31%
CRCM
574
Corbett Road Capital Management
Virginia
$280K -$2.52K -46 -0.9%
Avantax Planning Partners
575
Avantax Planning Partners
Iowa
$278K – – –