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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
976
Long Run Wealth Advisors
New York
$358K +$75.7K +1,498 +27%
WA
977
Westfuller Advisors
New York
$358K +$361K +7,139 New
Advisors Capital Management
978
Advisors Capital Management
New Jersey
$357K – – –
WA
979
Wambolt & Associates
Colorado
$356K – – –
LGWM
980
Litman Gregory Wealth Management
California
$355K – – –
Alpha Cubed Investments
981
Alpha Cubed Investments
California
$355K +$1.21K +24 +0.3%
KFGK
982
Keystone Financial Group (Kentucky)
Kentucky
$354K +$303 +6 +0.1%
SA
983
Sovran Advisors
California
$350K +$357K +7,066 New
CFP
984
Catalyst Financial Partners
Massachusetts
$350K +$353K +6,980 New
WPW
985
Warther Private Wealth
Ohio
$349K – – –
RRA
986
Round Rock Advisors
Connecticut
$346K – – –
VC
987
Veracity Capital
Georgia
$345K +$348K +6,886 New
RPSA
988
Richard P. Slaughter Associates
Texas
$344K – – –
FWA
989
FSC Wealth Advisors
New York
$343K +$10.9K +216 +3%
FC
990
Financial Council
Maryland
$342K – – –
LSWP
991
Liberty Square Wealth Partners
Pennsylvania
$341K +$343K +6,787 New
ASG
992
Ariston Services Group
California
$341K +$344K +6,795 New
AFA
993
American Financial Advisors
Georgia
$338K -$13.8K -273 -4%
TAM
994
Titleist Asset Management
Texas
$335K +$338K +6,682 New
CPSC
995
Carl P. Sherr & Co
Massachusetts
$335K -$149K -2,940 -31%
CAM
996
Concorde Asset Management
Michigan
$334K +$1.47K +29 +0.4%
GSWM
997
Greenup Street Wealth Management
Michigan
$332K -$135K -2,665 -29%
OAM
998
Occidental Asset Management
California
$328K -$19.6K -387 -6%
WCP
999
Wick Capital Partners
Pennsylvania
$327K +$30.6K +605 +10%
SG
1000
StoneX Group
New York
$325K +$16.8K +333 +5%