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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1276
Sovran Advisors
California
$206K -$48.5K -966 -19%
IWA
1277
IVC Wealth Advisors
Pennsylvania
$206K +$205K +4,071 New
BBA
1278
Braun-Bostich & Associates
Pennsylvania
$206K -$116K -2,314 -36%
AAS
1279
Annex Advisory Services
Wisconsin
$203K -$30.7K -611 -13%
HWM
1280
Howard Wealth Management
Connecticut
$203K +$201K +4,007 New
CMI
1281
Clare Market Investments
Texas
$202K +$201K +4,000 New
SL
1282
SWMG LLC
Texas
$202K +$202K +4,019 New
WFAG
1283
Wescott Financial Advisory Group
Pennsylvania
$202K +$200K +3,988 New
CAS
1284
Coppell Advisory Solutions
Texas
$201K +$221K +4,406 New
KF
1285
Ketron Financial
California
$201K +$199K +3,966 New
FP
1286
Financial Perspectives
Minnesota
$198K – – –
FC
1287
Fairscale Capital
New Hampshire
$180K – – –
EIP
1288
Essential Investment Partners
Colorado
$177K +$75.4K +1,500 +75%
LI
1289
LRI Investments
Florida
$175K -$6.33K -126 -4%
RWM
1290
Raffa Wealth Management
District of Columbia
$175K +$2.46K +49 +1%
HIC
1291
Hamrick Investment Counsel
Washington
$171K -$101K -2,000 -37%
BFPW
1292
BOK Financial Private Wealth
Colorado
$166K +$165K +3,284 New
MWM
1293
Mascoma Wealth Management
New Hampshire
$147K -$107K -2,133 -42%
MEG
1294
Millstone Evans Group
Colorado
$143K +$6.38K +127 +5%
1L
1295
10Elms LLP
Oklahoma
$143K – – –
FNWA
1296
Financial Network Wealth Advisors
Utah
$143K – – –
CWP
1297
Concord Wealth Partners
Virginia
$141K -$162K -3,222 -54%
AWM
1298
Abound Wealth Management
Tennessee
$139K +$302 +6 +0.2%
SIS
1299
Strategic Investment Solutions
Illinois
$134K -$51.2K -1,018 -28%
CTC
1300
Central Trust Company
Missouri
$133K +$2.16K +43 +2%