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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Avior Wealth Management
1001
Avior Wealth Management
Nebraska
$140K -$79.2K -1,583 -36%
Gradient Investments
1002
Gradient Investments
Minnesota
$140K +$140K +2,788 New
BBPWM
1003
Blue Bell Private Wealth Management
Pennsylvania
$134K +$133K +2,650 +12,045%
Blue Trust Inc
1004
Blue Trust Inc
Georgia
$133K – – –
SSB
1005
Sandy Spring Bank
Maryland
$133K -$13.3K -266 -9%
SWA
1006
SOA Wealth Advisors
New York
$115K -$74.2K -1,482 -39%
Larson Financial Group
1007
Larson Financial Group
Missouri
$112K +$94.2K +1,882 +539%
CF
1008
Centaurus Financial
California
$104K +$50 +1 +0%
Whittier Trust
1009
Whittier Trust
California
$101K -$221K -4,417 -69%
SAG
1010
Spotlight Asset Group
Illinois
$100K – – –
BL
1011
BFSG LLC
California
$93.5K -$550 -11 -0.6%
Brown Brothers Harriman & Co
1012
Brown Brothers Harriman & Co
New York
$91.5K – – –
TFGT
1013
TS Financial Group (TSFG)
Illinois
$90K – – –
LFA
1014
LGT Financial Advisors
Texas
$76.8K -$4.6K -92 -6%
CBT
1015
Central Bank & Trust
Kentucky
$74.8K +$74.5K +1,489 +49,633%
CC
1016
Cultivar Capital
Texas
$69.2K +$69K +1,380 New
BlackRock
1017
BlackRock
New York
$64.2K -$769K -15,369 -92%
RWM
1018
Raffa Wealth Management
District of Columbia
$63.4K +$11.3K +225 +22%
BOK Financial
1019
BOK Financial
Oklahoma
$61.7K +$61.6K +1,231 New
PAG
1020
Paladin Advisory Group
Iowa
$61.2K – – –
Farmers & Merchants Investments Inc
1021
Farmers & Merchants Investments Inc
Nebraska
$54.1K – – –
CAM
1022
Chesapeake Asset Management
New York
$53.3K -$50 -1 -0.1%
Huntington National Bank
1023
Huntington National Bank
Ohio
$52.6K – – –
AssetMark Inc
1024
AssetMark Inc
California
$50.9K -$25.7K -514 -34%
DI
1025
DAGCO Inc
Ohio
$50.2K +$50.2K +1,003 New