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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EPA
576
Element Pointe Advisors
Florida
$278K +$278K +5,066 New
Burney Company
577
Burney Company
Virginia
$276K +$67.1K +1,225 +32%
BIA
578
Bigelow Investment Advisors
Maine
$275K – – –
KCM
579
Kanawha Capital Management
Virginia
$274K – – –
DWP
580
Destiny Wealth Partners
Florida
$272K -$548K -10,003 -67%
Ritholtz Wealth Management
581
Ritholtz Wealth Management
New York
$272K -$27.5K -501 -9%
FHC
582
First Heartland Consultants
Missouri
$268K +$767 +14 +0.3%
First Trust Advisors
583
First Trust Advisors
Illinois
$264K +$5.1K +93 +2%
JPLA
584
Joseph P. Lucia & Associates
New York
$264K +$203K +3,713 +338%
TDWM
585
Topel & Distasi Wealth Management
California
$263K +$262K +4,787 New
PHIMC
586
Private Harbour Investment Management & Counsel
Ohio
$262K – – –
VWA
587
V Wealth Advisors
Kansas
$261K -$120K -2,196 -32%
SIA
588
Soltis Investment Advisors
Utah
$259K -$1.08M -19,699 -81%
MKA
589
M. Kulyk & Associates
Georgia
$259K +$258K +4,708 New
TSS
590
Two Sigma Securities
New York
$258K -$463K -8,454 -64%
JIR
591
James Investment Research
Ohio
$257K +$16.4K +300 +7%
SMA
592
Sage Mountain Advisors
Georgia
$255K – – –
RWM
593
RKL Wealth Management
Pennsylvania
$255K +$1.1K +20 +0.4%
SCA
594
Snowden Capital Advisors
New York
$252K +$164 +3 +0.1%
EI
595
Ellevest Inc
New York
$252K +$69.5K +1,269 +38%
AP
596
Appleton Partners
Massachusetts
$250K – – –
Brown Advisory
597
Brown Advisory
Maryland
$250K – – –
SFMG
598
Sage Financial Management Group
Virginia
$250K +$249K +4,547 New
HI
599
Hudock Inc
Pennsylvania
$246K -$2.41K -44 -1%
EWM
600
EPG Wealth Management
Georgia
$244K +$658 +12 +0.3%